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Intercontinental Exchange
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1151
Legacy Financial Advisors
Kentucky
$235K +$207K +1,829 New
ETIA
1152
Epic Trust Investment Advisors
Washington
$234K +$207K +1,822 New
TFS
1153
Thoroughbred Financial Services
Tennessee
$233K – – –
IWM
1154
IHT Wealth Management
Illinois
$233K +$206K +1,814 New
LAS
1155
Lloyd Advisory Services
Georgia
$233K +$206K +1,813 New
CIG
1156
Cascade Investment Group
Colorado
$232K +$205K +1,809 New
DWA
1157
Delap Wealth Advisory
Oregon
$232K +$205K +1,805 New
SWA
1158
SOA Wealth Advisors
New York
$232K +$113 +1 +0.1%
ICP
1159
Interchange Capital Partners
Pennsylvania
$231K -$16.3K -144 -7%
BSC
1160
Brown Shipley & Co
United Kingdom
$231K +$12.5K +110 +7%
WMWM
1161
Whitaker-Myers Wealth Managers
Ohio
$231K +$204K +1,796 New
SFS
1162
Security Financial Services
Indiana
$231K +$204K +1,796 New
1W
1163
1776 Wealth
Georgia
$230K +$203K +1,794 New
LA
1164
Legacy Advisors
Pennsylvania
$230K +$203K +1,794 New
AWM
1165
Aries Wealth Management
Maine
$228K +$201K +1,777 New
CB
1166
Cadence Bank
Mississippi
$228K -$9.98K -88 -5%
GWANC
1167
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$201K +1,776 New
FFP
1168
FourThought Financial Partners
Florida
$228K -$8.96K -79 -4%
WI
1169
WrapManager Inc
California
$226K +$200K +1,762 New
WPW
1170
Waldron Private Wealth
Pennsylvania
$226K -$20K -176 -9%
MHIC
1171
Marble Harbor Investment Counsel
Massachusetts
$225K +$198K +1,750 New
CG
1172
Corundum Group
Colorado
$225K +$198K +1,750 New
HSA
1173
HBK Sorce Advisory
Pennsylvania
$224K -$42.3K -373 -18%
FNT
1174
First National Trust
Pennsylvania
$223K +$197K +1,736 New
MFG
1175
Merit Financial Group
Georgia
$222K +$196K +1,731 New
45 46
47
48 49