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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
1301
Scientech Research LLC
New Jersey
$285K -$10.4K -58 -3%
GEM
1302
Global Endowment Management
North Carolina
$285K +$47.5K +266 +19%
DIA
1303
Dana Investment Advisors
Wisconsin
$284K – – –
KWA
1304
Kingswood Wealth Advisors
California
$283K +$43.6K +244 +17%
SAW
1305
Signal Advisors Wealth
Michigan
$283K -$221K -1,239 -42%
HTC
1306
Haverford Trust Company
Pennsylvania
$281K -$491K -2,750 -62%
CFO
1307
CVA Family Office
Colorado
$281K -$3.75K -21 -1%
VP
1308
Verum Partners
North Carolina
$278K – – –
JFGLC
1309
Johnson Financial Group LLC (Colorado)
Colorado
$277K +$8.93K +50 +3%
M1FG
1310
Mach-1 Financial Group
Arkansas
$277K -$123K -689 -30%
IAS
1311
Integrity Advisory Solutions
Texas
$277K +$294K +1,643 New
FWP
1312
Fiduciary Wealth Partners
Massachusetts
$276K +$292K +1,636 New
A
1313
Argentarii
Ohio
$275K -$8.58K -48 -3%
ACM
1314
Allred Capital Management
Texas
$274K +$536 +3 +0.2%
SIMG
1315
Sonora Investment Management Group
Arizona
$274K -$3.75K -21 -1%
TNA
1316
True North Advisors
Texas
$272K +$79K +442 +38%
PWMG
1317
Prestige Wealth Management Group
New Jersey
$272K +$4.65K +26 +2%
A
1318
Allianz
Germany
$271K – – –
CH
1319
Cromwell Holdings
Wyoming
$271K – – –
OPOWM
1320
One Plus One Wealth Management
Florida
$271K -$8.93K -50 -3%
UPS
1321
UHLMANN PRICE SECURITIES
Illinois
$270K +$179 +1 +0.1%
FPW
1322
Flywheel Private Wealth
California
$270K – – –
EDRH
1323
Edmond de Rothschild Holding
Switzerland
$270K +$286K +1,600 New
EFG
1324
Everhart Financial Group
Ohio
$269K +$285K +1,597 New
LSA
1325
Lion Street Advisors
Texas
$269K +$347K +1,940 New
51 52
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