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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1251
Endurance Wealth Management
Rhode Island
$5K – – –
BG
1252
Bollard Group
Massachusetts
$5K +$4.33K +40 +500%
HI
1253
Hoey Investments
Pennsylvania
$4.98K – – –
TFM
1254
TFC Financial Management
Massachusetts
$3.85K +$650 +6 +21%
LCM
1255
Logan Capital Management
Pennsylvania
$3.73K -$9.42K -87 -73%
RWPA
1256
Richard W. Paul & Associates
Michigan
$3.62K – – –
MA
1257
MCF Advisors
Kentucky
$3.28K – – –
LF
1258
Lee Financial
Texas
$3.05K – – –
RDIA
1259
RE Dickinson Investment Advisors
Iowa
$3K +$108 +1 +5%
CSB
1260
City State Bank
Iowa
$3K +$3.14K +29 New
TCA
1261
Trifecta Capital Advisors
Illinois
$2.83K – – –
NCM
1262
Northwest Capital Management
Oregon
$2.71K +$2.6K +24 New
DI
1263
Disciplined Investments
Oklahoma
$2.49K – – –
CWA
1264
Clearview Wealth Advisors
Oregon
$2.26K +$1.19K +11 +122%
IHWM
1265
Iron Horse Wealth Management
Iowa
$2.15K – – –
HCM
1266
Hollencrest Capital Management
California
$2.04K – – –
WAS
1267
Winch Advisory Services
Wisconsin
$2K – – –
AW
1268
Avion Wealth
Texas
$2K +$2.49K +23 New
AFS
1269
Annapolis Financial Services
Maryland
$1.81K – – –
IFAM
1270
Institutional & Family Asset Management
Colorado
$1.81K – – –
FSWA
1271
Financial Synergies Wealth Advisors
Texas
$1.7K – – –
OLVIG
1272
Oliver Lagore Vanvalin Investment Group
Michigan
$1.7K – – –
RTL
1273
Red Tortoise LLC
Georgia
$1.58K – – –
WP
1274
WealthPLAN Partners
Nebraska
$1.24K – – –
SF
1275
Safeguard Financial
Wisconsin
$1K +$758 +7 New
49 50
51
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