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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1251
BerganKDV Wealth Management
Minnesota
$5.09K -$3.25K -30 -40%
EWM
1252
Endurance Wealth Management
Rhode Island
$5K – – –
BG
1253
Bollard Group
Massachusetts
$5K +$4.33K +40 +500%
HI
1254
Hoey Investments
Pennsylvania
$4.98K – – –
TFM
1255
TFC Financial Management
Massachusetts
$3.85K +$650 +6 +21%
LCM
1256
Logan Capital Management
Pennsylvania
$3.73K -$9.42K -87 -73%
RWPA
1257
Richard W. Paul & Associates
Michigan
$3.62K – – –
MA
1258
MCF Advisors
Kentucky
$3.28K – – –
LF
1259
Lee Financial
Texas
$3.05K – – –
RDIA
1260
RE Dickinson Investment Advisors
Iowa
$3K +$108 +1 +5%
CSB
1261
City State Bank
Iowa
$3K +$3.14K +29 New
TCA
1262
Trifecta Capital Advisors
Illinois
$2.83K – – –
NCM
1263
Northwest Capital Management
Oregon
$2.71K +$2.6K +24 New
DI
1264
Disciplined Investments
Oklahoma
$2.49K – – –
CWA
1265
Clearview Wealth Advisors
Oregon
$2.26K +$1.19K +11 +122%
IHWM
1266
Iron Horse Wealth Management
Iowa
$2.15K – – –
HCM
1267
Hollencrest Capital Management
California
$2.04K – – –
WAS
1268
Winch Advisory Services
Wisconsin
$2K – – –
AW
1269
Avion Wealth
Texas
$2K +$2.49K +23 New
AFS
1270
Annapolis Financial Services
Maryland
$1.81K – – –
IFAM
1271
Institutional & Family Asset Management
Colorado
$1.81K – – –
FSWA
1272
Financial Synergies Wealth Advisors
Texas
$1.7K – – –
OLVIG
1273
Oliver Lagore Vanvalin Investment Group
Michigan
$1.7K – – –
RTL
1274
Red Tortoise LLC
Georgia
$1.58K – – –
WP
1275
WealthPLAN Partners
Nebraska
$1.24K – – –
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