ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1301
West Family Investments
California
$298K +$283K +1,729 New
LFA
1302
Legacy Financial Advisors
Kentucky
$297K +$655 +4 +0.2%
SPC
1303
Spirepoint Private Client
Florida
$297K – – –
WIA
1304
Wetzel Investment Advisors
Indiana
$297K -$24.9K -152 -8%
SCM
1305
Sterling Capital Management
North Carolina
$296K +$2.62K +16 +0.9%
FFA
1306
Fragasso Financial Advisors
Pennsylvania
$296K +$15.7K +96 +6%
KCM
1307
KRS Capital Management
Michigan
$293K +$8.19K +50 +3%
FLII
1308
First Long Island Investors
New York
$293K – – –
IA
1309
Investor AB
Sweden
$293K +$279K +1,700 New
CNTOF
1310
Canandaigua National Trust of Florida
New York
$292K +$40.1K +245 +17%
CFO
1311
CVA Family Office
Colorado
$292K +$12.6K +77 +5%
ML
1312
McAdam LLC
Pennsylvania
$291K +$16.7K +102 +6%
MA
1313
MONECO Advisors
Connecticut
$291K -$13.4K -82 -5%
JSW
1314
Journey Strategic Wealth
New Jersey
$291K -$3.6K -22 -1%
DWM
1315
Drive Wealth Management
Utah
$290K +$3.93K +24 +1%
SXL
1316
Summit X LLC
Missouri
$289K +$274K +1,675 New
SIAG
1317
Safeguard Investment Advisory Group
California
$288K +$273K +1,669 New
SWA
1318
SFMG Wealth Advisors
Texas
$288K +$1.64K +10 +0.6%
SIMG
1319
Sonora Investment Management Group
Arizona
$287K +$22.9K +140 +9%
CG
1320
Corundum Group
Colorado
$287K +$47.3K +289 +21%
TFS
1321
Thoroughbred Financial Services
Tennessee
$287K -$7.86K -48 -3%
CWM
1322
Congress Wealth Management
Massachusetts
$286K +$271K +1,653 New
OPOWM
1323
One Plus One Wealth Management
Florida
$286K – – –
TWM
1324
TriaGen Wealth Management
California
$285K -$2.62K -16 -1%
EA
1325
Everpar Advisors
Oklahoma
$285K +$5.08K +31 +2%
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