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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
Wealth Alliance
New York
$430K -$172K -1,050 -30%
PAM
1177
Peak Asset Management
Colorado
$429K – – –
LC
1178
Lindbrook Capital
California
$428K -$923K -5,635 -69%
BB
1179
Burford Brothers
Texas
$427K -$1.8K -11 -0.4%
CAC
1180
Core Alternative Capital
Georgia
$426K -$26.4K -161 -6%
AC
1181
AlphaCore Capital
California
$425K +$404K +2,465 New
BFC
1182
Bedel Financial Consulting
Indiana
$425K +$5.41K +33 +1%
WWM
1183
Western Wealth Management
Colorado
$423K -$1.09M -6,680 -73%
RPCONE
1184
Retirement Planning Company of New England
Rhode Island
$423K +$655 +4 +0.2%
GPWM
1185
Grant Private Wealth Management
California
$423K – – –
OCM
1186
One Capital Management
California
$421K +$80.8K +493 +25%
LAM
1187
L2 Asset Management
Massachusetts
$419K +$35.9K +219 +10%
CIA
1188
Compass Ion Advisors
Pennsylvania
$418K +$819 +5 +0.2%
FCB
1189
First County Bank
Connecticut
$417K -$22.1K -135 -5%
BCG
1190
Breakwater Capital Group
New Jersey
$417K +$396K +2,420 New
MM
1191
MQS Management
New York
$417K +$396K +2,417 New
VCM
1192
Virtue Capital Management
Tennessee
$415K +$395K +2,410 New
QWP
1193
Quotient Wealth Partners
Texas
$413K +$49.8K +304 +15%
CFP
1194
Catalyst Financial Partners
Massachusetts
$412K +$34.4K +210 +10%
TWC
1195
TD Waterhouse Canada
Ontario, Canada
$411K -$11.1K -68 -3%
JFG
1196
Jefferies Financial Group
New York
$408K -$15.1K -92 -4%
CAAS
1197
Capital Asset Advisory Services
Michigan
$408K -$36.9K -225 -9%
OHWP
1198
Oak Harbor Wealth Partners
North Carolina
$407K -$434K -2,652 -53%
CB
1199
CNB Bank
Pennsylvania
$404K -$121K -739 -24%
SAI
1200
Savvy Advisors Inc
New York
$402K +$2.13K +13 +0.6%
46 47
48
49 50