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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1226
Sunbelt Securities
Texas
$313K +$8.63K +56 +3%
SMA
1227
Seven Mile Advisory
New Jersey
$310K +$3.39K +22 +1%
BWP
1228
BSW Wealth Partners
Colorado
$308K +$296K +1,920 New
GIA
1229
Gladstone Institutional Advisory
Florida
$308K -$23K -149 -7%
CFS
1230
Commonwealth Financial Services
West Virginia
$307K -$18K -117 -6%
WIA
1231
Wetzel Investment Advisors
Indiana
$307K +$41.6K +270 +16%
RG
1232
Rathbones Group
United Kingdom
$306K -$67.8K -440 -19%
CHAM
1233
Clear Harbor Asset Management
Connecticut
$305K +$463 +3 +0.2%
AI
1234
Atom Investors
Texas
$305K +$293K +1,897 New
SFS
1235
Security Financial Services
Indiana
$303K -$19.6K -127 -6%
GLA
1236
Good Life Advisors
Pennsylvania
$303K +$291K +1,884 New
T
1237
TOBAM
France
$302K -$7.09K -46 -2%
AWE
1238
Avidian Wealth Enterprises
Texas
$301K +$7.25K +47 +3%
CCG
1239
Catalina Capital Group
California
$300K +$10.8K +70 +4%
FAT
1240
First American Trust
California
$299K +$31.6K +205 +12%
CG
1241
Corundum Group
Colorado
$298K +$20.7K +134 +8%
WFA
1242
Wellspring Financial Advisors
Ohio
$295K +$26.1K +169 +10%
WPW
1243
Waldron Private Wealth
Pennsylvania
$294K +$4.32K +28 +2%
HSA
1244
HBK Sorce Advisory
Pennsylvania
$290K -$46.9K -304 -14%
SWA
1245
SOA Wealth Advisors
New York
$289K – – –
SEA
1246
Stegent Equity Advisors
Texas
$289K -$51.8K -336 -16%
BCA
1247
Bay Colony Advisors
Massachusetts
$288K +$6.63K +43 +2%
MAM
1248
Marquette Asset Management
Minnesota
$288K +$276K +1,790 New
AAS
1249
Ameritas Advisory Services
Nebraska
$284K +$25.4K +165 +10%
FAFN
1250
First Affirmative Financial Network
Colorado
$283K +$272K +1,761 New
48 49
50
51 52