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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1251
Capital Investment Advisory Services
North Carolina
$349K -$21.1K -123 -6%
BAM
1252
Bosun Asset Management
Illinois
$349K – – –
CPC
1253
Congress Park Capital
New York
$349K +$21.5K +125 +7%
LI
1254
LRI Investments
Florida
$347K -$18.9K -110 -0.4%
CAM
1255
Creekmur Asset Management
Illinois
$347K +$70.3K +409 +28%
BC
1256
Bowman & Company
Wisconsin
$345K -$20.4K -119 -6%
CA
1257
Claro Advisors
Massachusetts
$345K +$77.2K +449 +31%
EH
1258
Equitable Holdings
New York
$344K +$322K +1,875 New
TBWA
1259
Three Bridge Wealth Advisors
California
$344K +$322K +1,875 New
LFG
1260
Larson Financial Group
Missouri
$344K +$69.2K +403 +27%
DWM
1261
Drive Wealth Management
Utah
$342K +$32.1K +187 +11%
MCA
1262
Magnolia Capital Advisors
Mississippi
$341K -$15.8K -92 -5%
GFG
1263
Goldstone Financial Group
Illinois
$341K +$104K +607 +48%
CP
1264
Covenant Partners
Tennessee
$340K – – –
CB
1265
CNB Bank
Pennsylvania
$338K -$86.4K -503 -21%
EFA
1266
Evernest Financial Advisors
Indiana
$337K -$1.38K -8 -0.4%
FAT
1267
First American Trust
California
$336K -$9.79K -57 -3%
WS
1268
Wedbush Securities
California
$335K -$6.87K -40 -2%
TC
1269
TownSquare Capital
Utah
$332K -$3.11M -18,116 -91%
ML
1270
McAdam LLC
Pennsylvania
$332K +$20.3K +118 +7%
BTW
1271
Boston Trust Walden
Massachusetts
$331K – – –
FIA
1272
Foundations Investment Advisors
Arizona
$330K +$309K +1,800 New
SIM
1273
Sentry Investment Management
Wisconsin
$330K – – –
AWE
1274
Avidian Wealth Enterprises
Texas
$330K -$39.5K -230 -11%
OAS
1275
Optivise Advisory Services
Tennessee
$329K +$9.28K +54 +3%
49 50
51
52 53