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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1301
CVA Family Office
Colorado
$310K -$859 -5 -0.3%
DIA
1302
Dana Investment Advisors
Wisconsin
$309K -$11.2K -65 -4%
A
1303
Argentarii
Ohio
$309K -$146K -852 -34%
EFG
1304
Ethos Financial Group
Pennsylvania
$307K +$288K +1,675 New
MYIA
1305
Mount Yale Investment Advisors
Colorado
$306K +$3.44K +20 +1%
OPOWM
1306
One Plus One Wealth Management
Florida
$304K – – –
TWM
1307
TriaGen Wealth Management
California
$304K – – –
VP
1308
Verum Partners
North Carolina
$302K +$39.9K +232 +16%
PSP
1309
Principal Street Partners
Tennessee
$302K +$283K +1,648 New
SIMG
1310
Sonora Investment Management Group
Arizona
$302K -$3.44K -20 -1%
SW
1311
SlateStone Wealth
Florida
$300K +$172 +1 +0.1%
CNTOF
1312
Canandaigua National Trust of Florida
New York
$299K -$11K -64 -4%
ACM
1313
Allred Capital Management
Texas
$298K -$58.1K -338 -17%
WFA
1314
Wellspring Financial Advisors
Ohio
$298K +$17.7K +103 +7%
WC
1315
Waterloo Capital
Texas
$297K +$279K +1,621 New
AL
1316
Aspiriant LLC
California
$297K +$22.3K +130 +9%
AAP
1317
Arax Advisory Partners
Colorado
$297K +$54K +314 +24%
CWP
1318
Cyndeo Wealth Partners
Florida
$297K -$1.55K -9 -0.6%
FW
1319
FullCircle Wealth
Texas
$296K +$15.3K +89 +6%
A
1320
Allianz
Germany
$295K – – –
CH
1321
Cromwell Holdings
Wyoming
$295K – – –
FNT
1322
First National Trust
Pennsylvania
$294K – – –
UPS
1323
UHLMANN PRICE SECURITIES
Illinois
$294K +$172 +1 +0.1%
FPW
1324
Flywheel Private Wealth
California
$294K – – –
JFGLC
1325
Johnson Financial Group LLC (Colorado)
Colorado
$293K -$6.7K -39 -2%
51 52
53
54 55