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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
1226
Barnes Pettey Financial Advisors
Mississippi
$350K – – –
PWMAG
1227
Pinnacle Wealth Management Advisory Group
New Jersey
$349K +$3.13K +20 +0.9%
WF
1228
Welch & Forbes
Massachusetts
$348K -$53.2K -340 -14%
SWM
1229
Selective Wealth Management
Virginia
$347K -$4.7K -30 -1%
AIM
1230
Advyzon Investment Management
Illinois
$346K -$94.3K -602 -22%
EPW
1231
Evolve Private Wealth
California
$346K +$335K +2,137 New
FMI
1232
Frec Markets Inc
California
$346K +$334K +2,136 New
MC
1233
Middleton & Co
Massachusetts
$345K – – –
JSC
1234
Jackson Square Capital
California
$344K -$583K -3,726 -64%
AP
1235
Anchyra Partners
Georgia
$344K +$332K +2,123 New
JSSH
1236
J. Safra Sarasin Holding
$343K +$106K +676 +47%
QWP
1237
Quotient Wealth Partners
Texas
$342K -$56.5K -361 -15%
NO
1238
Ninety One
South Africa
$340K – – –
MW
1239
Marble Wealth
Alabama
$339K +$328K +2,092 New
PCM
1240
Polymer Capital Management
New York
$338K -$42.9K -274 -12%
CIAS
1241
Capital Investment Advisory Services
North Carolina
$338K +$10.8K +69 +3%
TCBWMS
1242
Texas Capital Bank Wealth Management Services
Texas
$336K +$7.05K +45 +2%
ACGA
1243
Atlanta Consulting Group Advisors
Georgia
$334K +$323K +2,064 New
RIL
1244
Rothschild Investment LLC
Illinois
$333K -$2.98K -19 -0.9%
BOS
1245
Bank of Stockton
California
$332K – – –
BCFD
1246
Boit C.F. David
$332K – – –
SHFG
1247
S Harris Financial Group
Texas
$330K +$319K +2,038 New
OWA
1248
One Wealth Advisors
California
$330K +$319K +2,037 New
LWP
1249
LeClair Wealth Partners
Ohio
$330K -$783 -5 -0.2%
FIA
1250
Foundations Investment Advisors
Arizona
$329K -$4.85K -31 -2%
48 49
50
51 52