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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1276
Evernest Financial Advisors
Indiana
$318K -$35.9K -219 -11%
EPIMS
1277
Evelyn Partners Investment Management Services
$317K -$67.2K -410 -18%
FAFN
1278
First Affirmative Financial Network
Colorado
$317K +$23.3K +142 +8%
BWS
1279
Broadway Wealth Solutions
Texas
$316K -$30.1K -184 -9%
AC
1280
ASB Consultores
Florida
$316K +$62.9K +384 +27%
GAA
1281
Global Assets Advisory
Florida
$314K +$322K +1,966 New
OC
1282
Oarsman Capital
Wisconsin
$314K +$20K +122 +7%
MPM
1283
MBB Public Markets
Illinois
$313K +$298K +1,817 New
SWM
1284
Selective Wealth Management
Virginia
$312K – – –
BTW
1285
Boston Trust Walden
Massachusetts
$311K – – –
FFP
1286
FourThought Financial Partners
Florida
$310K -$39K -238 -12%
MAM
1287
Marquette Asset Management
Minnesota
$309K – – –
SCP
1288
Sivia Capital Partners
California
$309K +$12.8K +78 +5%
CPC
1289
Congress Park Capital
New York
$306K +$291K +1,775 New
CIA
1290
Capital Investment Advisors
Georgia
$306K +$43.6K +266 +18%
LA
1291
Legacy Advisors
Pennsylvania
$305K +$19.3K +118 +7%
GIA
1292
Gladstone Institutional Advisory
Florida
$304K -$20.6K -126 -7%
1W
1293
1776 Wealth
Georgia
$302K – – –
WB
1294
WesBanco Bank
West Virginia
$302K -$39.2K -239 -12%
MHIC
1295
Marble Harbor Investment Counsel
Massachusetts
$302K – – –
DIA
1296
Dana Investment Advisors
Wisconsin
$302K -$30.8K -188 -10%
DAS
1297
Diversify Advisory Services
Utah
$300K +$296K +1,806 New
OWP
1298
Obermeyer Wealth Partners
Colorado
$300K -$17.4K -106 -6%
OAS
1299
Optivise Advisory Services
Tennessee
$300K +$285K +1,740 New
WFI
1300
West Family Investments
California
$298K +$283K +1,729 New
50 51
52
53 54