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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1176
LVW Advisors
New York
$432K -$6.23K -38 -1%
WA
1177
Wealth Alliance
New York
$430K -$172K -1,050 -30%
PAM
1178
Peak Asset Management
Colorado
$429K – – –
LC
1179
Lindbrook Capital
California
$428K -$923K -5,635 -69%
BB
1180
Burford Brothers
Texas
$427K -$1.8K -11 -0.4%
CAC
1181
Core Alternative Capital
Georgia
$426K -$26.4K -161 -6%
AlphaCore Capital
1182
AlphaCore Capital
California
$425K +$404K +2,465 New
BFC
1183
Bedel Financial Consulting
Indiana
$425K +$5.41K +33 +1%
Western Wealth Management
1184
Western Wealth Management
Colorado
$423K -$1.09M -6,680 -73%
RPCONE
1185
Retirement Planning Company of New England
Rhode Island
$423K +$655 +4 +0.2%
GPWM
1186
Grant Private Wealth Management
California
$423K – – –
One Capital Management
1187
One Capital Management
California
$421K +$80.8K +493 +25%
LAM
1188
L2 Asset Management
Massachusetts
$419K +$35.9K +219 +10%
CIA
1189
Compass Ion Advisors
Pennsylvania
$418K +$819 +5 +0.2%
FCB
1190
First County Bank
Connecticut
$417K -$22.1K -135 -5%
BCG
1191
Breakwater Capital Group
New Jersey
$417K +$396K +2,420 New
MM
1192
MQS Management
New York
$417K +$396K +2,417 New
VCM
1193
Virtue Capital Management
Tennessee
$415K +$395K +2,410 New
Quotient Wealth Partners
1194
Quotient Wealth Partners
Texas
$413K +$49.8K +304 +15%
CFP
1195
Catalyst Financial Partners
Massachusetts
$412K +$34.4K +210 +10%
TD Waterhouse Canada
1196
TD Waterhouse Canada
Ontario, Canada
$411K -$11.1K -68 -3%
Jefferies Financial Group
1197
Jefferies Financial Group
New York
$408K -$15.1K -92 -4%
CAAS
1198
Capital Asset Advisory Services
Michigan
$408K -$36.9K -225 -9%
OHWP
1199
Oak Harbor Wealth Partners
North Carolina
$407K -$434K -2,652 -53%
CB
1200
CNB Bank
Pennsylvania
$404K -$121K -739 -24%