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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Carson Advisory
Georgia
$309K +$2.4K +16 +0.6%
NC
1177
North Capital
Utah
$309K +$1.5K +10 +0.4%
EDRH
1178
Edmond de Rothschild Holding
Switzerland
$308K – – –
CFM
1179
Catalyst Funds Management
Australia
$308K +$182K +1,211 +94%
SWMP
1180
Signature Wealth Management Partners
New Jersey
$306K -$33.3K -222 -8%
BFC
1181
Bedel Financial Consulting
Indiana
$304K – – –
FCG
1182
Fielder Capital Group
Tennessee
$304K -$10.2K -68 -3%
KFS
1183
Keynote Financial Services
Connecticut
$303K +$370K +2,464 New
NG
1184
Norden Group
Utah
$302K -$88.8K -592 -19%
TPI
1185
Trust Point Inc
Wisconsin
$302K +$4.05K +27 +1%
GPWM
1186
Grant Private Wealth Management
California
$302K +$150 +1 +0%
BCG
1187
Breakwater Capital Group
New Jersey
$301K – – –
RPCONE
1188
Retirement Planning Company of New England
Rhode Island
$301K -$300 -2 -0.1%
ECM
1189
Ethos Capital Management
Pennsylvania
$299K -$1.15M -7,648 -76%
BB
1190
Burford Brothers
Texas
$298K -$1.5K -10 -0.4%
SHFG
1191
S Harris Financial Group
Texas
$296K +$3K +20 +0.8%
TWM
1192
Thrive Wealth Management
Pennsylvania
$296K -$27.3K -182 -7%
EI
1193
Ellevest Inc
New York
$294K -$31.7K -211 -8%
MG
1194
Mather Group
Illinois
$294K -$55.1K -367 -13%
PCIA
1195
Prime Capital Investment Advisors
Kansas
$293K -$196K -1,303 -35%
CIA
1196
Capital Investment Advisors
Georgia
$293K +$36.2K +241 +11%
LFG
1197
Larson Financial Group
Missouri
$292K -$57K -380 -14%
RCG
1198
Regatta Capital Group
California
$291K +$355K +2,365 New
MFIM
1199
Mesirow Financial Investment Management
Illinois
$291K +$43.5K +290 +14%
FC
1200
Farringdon Capital
United Kingdom
$291K -$1.95M -12,983 -85%
46 47
48
49 50