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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1226
Sageworth Trust
Pennsylvania
$5.21K – – –
DF
1227
DecisionPoint Financial
Arizona
$5.11K +$5.1K +49 New
FMP
1228
Financial Management Professionals
Texas
$5K +$3.23K +31 +238%
HI
1229
Hoey Investments
Pennsylvania
$4.59K +$4.58K +44 New
TFP
1230
Tilia Fiduciary Partners
North Carolina
$4.49K – – –
KFS
1231
Kelly Financial Services
Massachusetts
$4.39K – – –
EWM
1232
Endurance Wealth Management
Rhode Island
$4K – – –
NC
1233
NewSquare Capital
Pennsylvania
$3.86K +$3.85K +37 New
SC
1234
Schubert & Co
Texas
$3.34K -$312 -3 -9%
RWPA
1235
Richard W. Paul & Associates
Michigan
$3.34K -$104 -1 -3%
MBFW
1236
Morton Brown Family Wealth
Pennsylvania
$3.23K +$3.23K +31 New
MA
1237
MCF Advisors
Kentucky
$3.02K – – –
ADL
1238
Asset Dedication LLC
California
$3K +$2.6K +25 New
TFM
1239
TFC Financial Management
Massachusetts
$2.92K +$937 +9 +47%
LF
1240
Lee Financial
Texas
$2.82K -$625 -6 -18%
TCA
1241
Trifecta Capital Advisors
Illinois
$2.61K – – –
TFA
1242
Toth Financial Advisory
Virginia
$2.61K +$2.6K +25 New
GCM
1243
Gables Capital Management
Florida
$2.4K +$2.4K +23 New
DI
1244
Disciplined Investments
Oklahoma
$2.29K -$104 -1 -4%
RDIA
1245
RE Dickinson Investment Advisors
Iowa
$2K – – –
WAS
1246
Winch Advisory Services
Wisconsin
$2K – – –
IHWM
1247
Iron Horse Wealth Management
Iowa
$1.98K +$1.98K +19 New
HCM
1248
Hollencrest Capital Management
California
$1.88K – – –
AIP
1249
Ahrens Investment Partners
Louisiana
$1.88K +$1.87K +18 New
CP
1250
Castleview Partners
Texas
$1.77K -$146K -1,402 -99%
48 49
50
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