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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1151
Ironwood Investment Counsel
Arizona
$420K -$34.4K -220 -8%
USCWA
1152
U.S. Capital Wealth Advisors
Texas
$419K -$9.55K -61 -2%
SGI
1153
Summit Global Investments
Utah
$419K -$194K -1,240 -32%
LFG
1154
Larson Financial Group
Missouri
$418K -$193K -1,231 -32%
EFG
1155
Everhart Financial Group
Ohio
$417K +$153K +980 +61%
SP
1156
SmartHarvest Portfolios
Washington
$417K +$403K +2,572 New
GSEP
1157
Golden State Equity Partners
California
$417K +$162K +1,035 +67%
NFG
1158
Northbridge Financial Group
Florida
$416K +$402K +2,569 New
FCM
1159
Fieldview Capital Management
Michigan
$414K +$401K +2,558 New
MWM
1160
Modern Wealth Management
Kansas
$414K +$170K +1,085 +74%
EI
1161
Ellevest Inc
New York
$413K -$14.6K -93 -4%
NL
1162
NWAM LLC
Washington
$411K -$108K -688 -22%
MCWA
1163
Meadow Creek Wealth Advisors
Georgia
$411K -$18.6K -119 -4%
CAM
1164
Congress Asset Management
Massachusetts
$410K – – –
BFW
1165
Brady Family Wealth
Missouri
$407K +$72.2K +461 +22%
FCG
1166
Fielder Capital Group
Tennessee
$407K -$38.8K -248 -9%
NA
1167
Nottingham Advisors
New York
$406K – – –
UWPG
1168
Ullmann Wealth Partners Group
Florida
$406K -$15.2K -97 -3%
LWM
1169
Lyell Wealth Management
California
$405K -$9.71K -62 -2%
LA
1170
LVW Advisors
New York
$405K +$12.8K +82 +3%
EDRH
1171
Edmond de Rothschild Holding
Switzerland
$405K +$141K +900 +56%
NC
1172
North Capital
Utah
$405K -$157 -1 -0%
CA
1173
Carson Advisory
Georgia
$404K – – –
CWA
1174
Consilium Wealth Advisory
Texas
$403K -$3.13K -20 -0.8%
DIM
1175
Delta Investment Management
California
$402K +$41.3K +264 +12%
45 46
47
48 49