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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1251
Seven Mile Advisory
New Jersey
$304K +$17.4K +110 +6%
FFP
1252
FourThought Financial Partners
Florida
$304K +$323K +2,037 New
MAG
1253
M3 Advisory Group
Massachusetts
$303K -$317 -2 -0.1%
DFG
1254
Demars Financial Group
Washington
$302K +$9.03K +57 +3%
BWS
1255
Broadway Wealth Solutions
Texas
$301K +$319K +2,017 New
SFS
1256
Security Financial Services
Indiana
$300K +$20.3K +128 +7%
DIM
1257
Delta Investment Management
California
$300K +$49.1K +310 +18%
RIL
1258
Rothschild Investment LLC
Illinois
$299K -$3.48K -22 -1%
BCFD
1259
Boit C.F. David
$298K – – –
BAM
1260
Bosun Asset Management
Illinois
$298K – – –
CTB
1261
Country Trust Bank
Illinois
$298K – – –
LW
1262
Linscomb Wealth
Texas
$297K – – –
WB
1263
WesBanco Bank
West Virginia
$296K -$16.8K -106 -5%
WAP
1264
Wealthcare Advisory Partners
Pennsylvania
$296K -$14.9K -94 -5%
EC
1265
EntryPoint Capital
New York
$294K +$312K +1,971 New
CHAM
1266
Clear Harbor Asset Management
Connecticut
$294K +$11.1K +70 +4%
PWP
1267
Phillips Wealth Planners
Mississippi
$293K -$324K -2,043 -50%
SS
1268
Sunbelt Securities
Texas
$293K +$2.06K +13 +0.7%
ACM
1269
Allred Capital Management
Texas
$292K -$932K -5,886 -75%
SWM
1270
Selective Wealth Management
Virginia
$291K – – –
OCM
1271
One Capital Management
California
$290K -$1.43K -9 -0.5%
DIA
1272
Dana Investment Advisors
Wisconsin
$289K -$39.3K -248 -11%
AWE
1273
Avidian Wealth Enterprises
Texas
$286K +$7.13K +45 +2%
OL
1274
one8zero8 LLC
North Carolina
$285K +$303K +1,911 New
CCG
1275
Catalina Capital Group
California
$284K +$6.34K +40 +2%
49 50
51
52 53