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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1151
Quotient Wealth Partners
Texas
$417K -$14.7K -82 -3%
BFC
1152
Bedel Financial Consulting
Indiana
$416K +$8.04K +45 +2%
WWM
1153
Western Wealth Management
Colorado
$415K -$2.32K -13 -0.5%
VA
1154
Valmark Advisers
Ohio
$415K -$12.2K -68 -3%
BCG
1155
Breakwater Capital Group
New Jersey
$413K – – –
CAC
1156
Core Alternative Capital
Georgia
$413K +$5.54K +31 +1%
FPAS
1157
Focus Partners Advisor Solutions
Missouri
$413K -$212K -1,186 -32%
GPWM
1158
Grant Private Wealth Management
California
$413K +$438K +2,450 New
RPCONE
1159
Retirement Planning Company of New England
Rhode Island
$411K -$1.43K -8 -0.3%
XSC
1160
X-Square Capital
Puerto Rico
$410K – – –
CIA
1161
Compass Ion Advisors
Pennsylvania
$409K -$179 -1 -0%
AA
1162
ALPS Advisors
Colorado
$408K – – –
TCM
1163
Traynor Capital Management
Pennsylvania
$408K +$433K +2,421 New
LA
1164
LVW Advisors
New York
$408K -$24.1K -135 -5%
MCWA
1165
Meadow Creek Wealth Advisors
Georgia
$407K -$33.2K -186 -7%
AWM
1166
Aprio Wealth Management
Georgia
$407K +$1.61K +9 +0.4%
BB
1167
Burford Brothers
Texas
$406K – – –
CWMK
1168
Caliber Wealth Management (Kansas)
Kansas
$406K -$19.3K -108 -4%
CPIG
1169
Chicago Partners Investment Group
Illinois
$405K -$67K -375 -13%
BA
1170
Bridgewater Advisors
New York
$403K +$6.43K +36 +1%
CFG
1171
Copley Financial Group
California
$402K -$30.4K -170 -7%
PCM
1172
Polymer Capital Management
New York
$398K +$422K +2,362 New
FHC
1173
First Horizon Corporation
Tennessee
$397K +$421K +2,356 New
WA
1174
Wealth Alliance
New York
$395K -$11.6K -65 -3%
BRWA
1175
B. Riley Wealth Advisors
Florida
$394K -$39.8K -223 -9%
45 46
47
48 49