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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1251
Western Pacific Wealth Management
Illinois
$283K – – –
1W
1252
1776 Wealth
Georgia
$281K -$6.48K -42 -2%
MHIC
1253
Marble Harbor Investment Counsel
Massachusetts
$281K – – –
TFS
1254
Thoroughbred Financial Services
Tennessee
$279K – – –
OC
1255
Oarsman Capital
Wisconsin
$277K – – –
SPC
1256
Spirepoint Private Client
Florida
$277K +$1.7K +11 +0.6%
JSW
1257
Journey Strategic Wealth
New Jersey
$276K +$25.3K +164 +11%
SCP
1258
Sivia Capital Partners
California
$276K -$771 -5 -0.3%
IAN
1259
Integrated Advisors Network
Texas
$275K +$10.2K +66 +4%
SPWG
1260
Sage Private Wealth Group
Illinois
$275K +$6.94K +45 +3%
USCWA
1261
U.S. Capital Wealth Advisors
Texas
$274K +$617 +4 +0.2%
FFS
1262
Founders Financial Securities
Maryland
$274K +$16.5K +107 +7%
DIM
1263
Delta Investment Management
California
$273K +$262K +1,701 New
FLII
1264
First Long Island Investors
New York
$273K – – –
SW
1265
SlateStone Wealth
Florida
$273K +$154 +1 +0.1%
FFA
1266
First Foundation Advisors
California
$271K -$140K -909 -35%
CIG
1267
Cascade Investment Group
Colorado
$271K – – –
OWP
1268
Obermeyer Wealth Partners
Colorado
$270K -$771 -5 -0.3%
VAF
1269
Values Added Financial
District of Columbia
$270K +$154 +1 +0.1%
IC
1270
Iconiq Capital
California
$269K +$258K +1,676 New
ACM
1271
Accent Capital Management
Ohio
$269K -$737K -4,781 -74%
TWM
1272
TriaGen Wealth Management
California
$268K -$244K -1,584 -49%
BWM
1273
Baron Wealth Management
Michigan
$268K +$15.7K +102 +7%
XSC
1274
X-Square Capital
Puerto Rico
$267K +$256K +1,661 New
NHT
1275
New Hampshire Trust
New Hampshire
$267K +$13.9K +90 +6%
49 50
51
52 53