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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1301
Legacy Financial Advisors
Kentucky
$297K +$655 +4 +0.2%
SPC
1302
Spirepoint Private Client
Florida
$297K – – –
WIA
1303
Wetzel Investment Advisors
Indiana
$297K -$24.9K -152 -8%
SCM
1304
Sterling Capital Management
North Carolina
$296K +$2.62K +16 +0.9%
FFA
1305
Fragasso Financial Advisors
Pennsylvania
$296K +$15.7K +96 +6%
KCM
1306
KRS Capital Management
Michigan
$293K +$8.19K +50 +3%
FLII
1307
First Long Island Investors
New York
$293K – – –
IA
1308
Investor AB
Sweden
$293K +$279K +1,700 New
CNTOF
1309
Canandaigua National Trust of Florida
New York
$292K +$40.1K +245 +17%
CFO
1310
CVA Family Office
Colorado
$292K +$12.6K +77 +5%
ML
1311
McAdam LLC
Pennsylvania
$291K +$16.7K +102 +6%
MA
1312
MONECO Advisors
Connecticut
$291K -$13.4K -82 -5%
JSW
1313
Journey Strategic Wealth
New Jersey
$291K -$3.6K -22 -1%
DWM
1314
Drive Wealth Management
Utah
$290K +$3.93K +24 +1%
SXL
1315
Summit X LLC
Missouri
$289K +$274K +1,675 New
SIAG
1316
Safeguard Investment Advisory Group
California
$288K +$273K +1,669 New
SWA
1317
SFMG Wealth Advisors
Texas
$288K +$1.64K +10 +0.6%
SIMG
1318
Sonora Investment Management Group
Arizona
$287K +$22.9K +140 +9%
CG
1319
Corundum Group
Colorado
$287K +$47.3K +289 +21%
TFS
1320
Thoroughbred Financial Services
Tennessee
$287K -$7.86K -48 -3%
CWM
1321
Congress Wealth Management
Massachusetts
$286K +$271K +1,653 New
OPOWM
1322
One Plus One Wealth Management
Florida
$286K – – –
TWM
1323
TriaGen Wealth Management
California
$285K -$2.62K -16 -1%
EA
1324
Everpar Advisors
Oklahoma
$285K +$5.08K +31 +2%
MYIA
1325
Mount Yale Investment Advisors
Colorado
$284K -$89K -543 -25%
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