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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1151
LVW Advisors
New York
$469K +$9.28K +54 +2%
VA
1152
Valmark Advisers
Ohio
$464K -$5.67K -33 -1%
TC
1153
TwinBeech Capital
New York
$462K -$1.84M -10,713 -81%
EI
1154
Ellevest Inc
New York
$462K -$77.8K -453 -15%
CWMK
1155
Caliber Wealth Management (Kansas)
Kansas
$462K -$259K -1,510 -38%
NA
1156
Nottingham Advisors
New York
$460K – – –
CWA
1157
Consilium Wealth Advisory
Texas
$460K +$172 +1 +0%
NC
1158
North Capital
Utah
$457K -$4.98K -29 -1%
WWM
1159
Western Wealth Management
Colorado
$454K +$3.95K +23 +0.9%
BCG
1160
Breakwater Capital Group
New Jersey
$450K +$5.67K +33 +1%
RPCONE
1161
Retirement Planning Company of New England
Rhode Island
$449K -$515 -3 -0.1%
MCM
1162
Manchester Capital Management
Vermont
$448K -$62.4K -363 -13%
CIA
1163
Compass Ion Advisors
Pennsylvania
$446K +$1.55K +9 +0.4%
XSC
1164
X-Square Capital
Puerto Rico
$446K +$31.6K +184 +8%
BFC
1165
Bedel Financial Consulting
Indiana
$445K – – –
PCP
1166
Proficio Capital Partners
Massachusetts
$445K +$29.2K +170 +8%
AA
1167
ALPS Advisors
Colorado
$444K -$256K -1,489 -38%
CAC
1168
Core Alternative Capital
Georgia
$444K -$8.59K -50 -2%
BB
1169
Burford Brothers
Texas
$443K -$11.3K -66 -3%
WA
1170
Wealth Alliance
New York
$442K -$13.9K -81 -3%
AWM
1171
Aprio Wealth Management
Georgia
$441K +$32.6K +190 +9%
BCPE
1172
Bain Capital Public Equity
Massachusetts
$435K -$1.8M -10,475 -82%
SFS
1173
Security Financial Services
Indiana
$434K +$61.9K +360 +18%
WF
1174
Welch & Forbes
Massachusetts
$429K -$48.5K -282 -11%
M1FG
1175
Mach-1 Financial Group
Arkansas
$428K +$155K +902 +63%
45 46
47
48 49