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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1276
City State Bank
Iowa
$3K – – –
RDIA
1277
RE Dickinson Investment Advisors
Iowa
$3K +$229 +2 +9%
LF
1278
Lee Financial
Texas
$2.97K – – –
JPWM
1279
Jamison Private Wealth Management
Georgia
$2.84K +$4.35K +38 New
TCA
1280
Trifecta Capital Advisors
Illinois
$2.75K – – –
NCM
1281
Northwest Capital Management
Oregon
$2.64K – – –
SIC
1282
Salem Investment Counselors
North Carolina
$2.42K +$2.52K +22 New
IHWM
1283
Iron Horse Wealth Management
Iowa
$2.09K – – –
CAS
1284
Coppell Advisory Solutions
Texas
$2.05K +$2.29K +20 New
WAS
1285
Winch Advisory Services
Wisconsin
$2K – – –
AW
1286
Avion Wealth
Texas
$2K +$687 +6 +26%
HCM
1287
Hollencrest Capital Management
California
$1.98K – – –
AFS
1288
Annapolis Financial Services
Maryland
$1.76K – – –
FSWA
1289
Financial Synergies Wealth Advisors
Texas
$1.65K – – –
OLVIG
1290
Oliver Lagore Vanvalin Investment Group
Michigan
$1.65K – – –
PCTC
1291
Perkins Coie Trust Company
Washington
$1.65K +$1.72K +15 New
RTL
1292
Red Tortoise LLC
Georgia
$1.54K – – –
PWA
1293
Provenance Wealth Advisors
Florida
$1.43K +$1.49K +13 New
MIFH
1294
Migdal Insurance & Financial Holdings
Israel
$1K -$12.6K -110 -92%
BG
1295
Bollard Group
Massachusetts
$1K -$4.58K -40 -83%
FMP
1296
Financial Management Professionals
Texas
$1K -$4.35K -38 -75%
CAM
1297
ClariVest Asset Management
California
$1K +$802 +7 New
CTA
1298
Colonial Trust Advisors
South Carolina
$880 – – –
Kayne Anderson Rudnick Investment Management
1299
Kayne Anderson Rudnick Investment Management
California
$770 – – –
GJIA
1300
Glass Jacobson Investment Advisors
Maryland
$551 – – –