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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1276
Essex Financial Services
Connecticut
$310K +$14.4K +88 +5%
DS
1277
DRW Securities
Illinois
$308K -$810K -4,967 -72%
CNB
1278
Camden National Bank
Maine
$307K – – –
CFO
1279
CVA Family Office
Colorado
$307K +$53.8K +330 +20%
EA
1280
Everpar Advisors
Oklahoma
$305K +$40.9K +251 +15%
SW
1281
Simplicity Wealth
New Jersey
$305K +$317K +1,941 New
CIA
1282
Compass Ion Advisors
Pennsylvania
$305K +$13.7K +84 +5%
MC
1283
Middleton & Co
Massachusetts
$303K -$32.6K -200 -9%
IAN
1284
Integrated Advisors Network
Texas
$302K -$127K -779 -29%
BWP
1285
BSW Wealth Partners
Colorado
$301K -$3.59K -22 -1%
FPAS
1286
Focus Partners Advisor Solutions
Missouri
$299K -$13.2K -81 -4%
BAM
1287
Bosun Asset Management
Illinois
$299K – – –
FAT
1288
First American Trust
California
$298K +$8.16K +50 +3%
HFS
1289
Howard Financial Services
Texas
$296K +$307K +1,883 New
SAM
1290
Sagewood Asset Management
New York
$296K +$61.2K +375 +25%
TWA
1291
Tulsa Wealth Advisors
Oklahoma
$295K -$306K -1,877 -50%
VC
1292
Veracity Capital
Georgia
$295K -$14.8K -91 -5%
BTW
1293
Boston Trust Walden
Massachusetts
$295K – – –
EL
1294
EWA LLC
Pennsylvania
$294K +$89.4K +548 +41%
DE
1295
Defiance ETFs
New York
$294K +$305K +1,871 New
HHRDM
1296
H&H Retirement Design & Management
Nevada
$292K +$308K +1,888 New
SWA
1297
SFMG Wealth Advisors
Texas
$292K – – –
SIA
1298
Strategic Investment Advisors
Michigan
$291K +$65.7K +403 +28%
DWM
1299
Drive Wealth Management
Utah
$288K +$16.5K +101 +6%
SB
1300
Sunflower Bank
Texas
$287K -$4.4K -27 -1%
50 51
52
53 54