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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Endurance Wealth Management
Rhode Island
$4K – – –
SC
1252
Schubert & Co
Texas
$3.59K – – –
LF
1253
Lee Financial
Texas
$3.39K +$2.69K +27 +450%
RWPA
1254
Richard W. Paul & Associates
Michigan
$3.38K +$3.29K +33 New
MPCL
1255
My Personal CFO LLC
Washington
$3.28K +$3.19K +32 New
KFI
1256
Key Financial Inc
Pennsylvania
$3.16K – – –
Jones Financial Companies
1257
Jones Financial Companies
Missouri
$3K +$1.59K +16 +89%
MA
1258
MCF Advisors
Kentucky
$2.98K +$1.2K +12 +71%
TCA
1259
Trifecta Capital Advisors
Illinois
$2.56K +$2.49K +25 New
DI
1260
Disciplined Investments
Oklahoma
$2.36K -$398 -4 -15%
LTI
1261
Laffer Tengler Investments
Tennessee
$2.36K – – –
CAS
1262
Coppell Advisory Solutions
Texas
$2.05K +$1.99K +20 New
CASC
1263
Coppell Advisory Solutions Corp
Texas
$2.05K +$1.99K +20 New
RDIA
1264
RE Dickinson Investment Advisors
Iowa
$2K – – –
WAS
1265
Winch Advisory Services
Wisconsin
$2K – – –
TFM
1266
TFC Financial Management
Massachusetts
$1.95K – – –
HCM
1267
Hollencrest Capital Management
California
$1.85K +$1.79K +18 New
MSCM
1268
McElhenny Sheffield Capital Management
Texas
$1.74K +$1.69K +17 New
AFS
1269
Annapolis Financial Services
Maryland
$1.64K – – –
OLVIG
1270
Oliver Lagore Vanvalin Investment Group
Michigan
$1.54K – – –
FSWA
1271
Financial Synergies Wealth Advisors
Texas
$1.54K +$1.49K +15 New
GMA
1272
Glassy Mountain Advisors
Maryland
$1.54K +$1.49K +15 New
EE
1273
EWG Elevate
California
$1.44K +$1.39K +14 New
BG
1274
Bollard Group
Massachusetts
$1K – – –
DCBT
1275
Dakota Community Bank & Trust
North Dakota
$1K – – –