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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
1276
One Plus One Wealth Management
Florida
$266K – – –
CWP
1277
Cyndeo Wealth Partners
Florida
$266K +$255K +1,656 New
KCM
1278
KRS Capital Management
Michigan
$265K -$12.3K -80 -5%
HW
1279
Hamilton Wealth
California
$265K +$254K +1,650 New
DWM
1280
Drive Wealth Management
Utah
$265K +$5.4K +35 +2%
CAM
1281
Cidel Asset Management
Ontario, Canada
$263K -$23.3K -151 -8%
PCP
1282
Proficio Capital Partners
Massachusetts
$262K -$63.7K -413 -20%
FFA
1283
Fragasso Financial Advisors
Pennsylvania
$259K +$18.8K +122 +8%
A
1284
Allianz
Germany
$259K – – –
CH
1285
Cromwell Holdings
Wyoming
$258K – – –
FNT
1286
First National Trust
Pennsylvania
$258K -$21.9K -142 -8%
SC
1287
Skylands Capital
Wisconsin
$257K -$77.1K -500 -24%
FPAS
1288
Focus Partners Advisor Solutions
Missouri
$255K -$2.93K -19 -1%
NSIM
1289
North Star Investment Management
Illinois
$253K – – –
PWP
1290
Perfromance Wealth Partners
Illinois
$253K +$243K +1,573 New
SCP
1291
Stamos Capital Partners
California
$251K -$338K -2,190 -58%
GEA
1292
Glen Eagle Advisors
New Jersey
$250K +$30.8K +200 +15%
AA
1293
Ancora Advisors
Ohio
$250K +$54.3K +352 +29%
PPP
1294
Private Portfolio Partners
New Jersey
$250K +$240K +1,554 New
MFA
1295
Mayflower Financial Advisors
Massachusetts
$249K +$239K +1,552 New
CFO
1296
CVA Family Office
Colorado
$249K +$4.32K +28 +2%
ANB
1297
Amarillo National Bank
Texas
$249K – – –
PFA
1298
Pathway Financial Advisors
Vermont
$249K +$2.78K +18 +1%
PFM
1299
Phillips Financial Management
Indiana
$247K +$1.85K +12 +0.8%
VCA
1300
Verdence Capital Advisors
Maryland
$247K +$237K +1,537 New
50 51
52
53 54