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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1326
Golden State Equity Partners
California
$247K +$75.9K +479 +41%
OPOWM
1327
One Plus One Wealth Management
Florida
$247K – – –
DWM
1328
Drive Wealth Management
Utah
$247K +$1.11K +7 +0.4%
MFA
1329
Mayflower Financial Advisors
Massachusetts
$247K +$16.3K +103 +7%
CSPIA
1330
Cary Street Partners Investment Advisory
Virginia
$246K -$1.26M -7,960 -83%
LA
1331
Legacy Advisors
Pennsylvania
$246K -$113K -716 -30%
KCM
1332
KRS Capital Management
Michigan
$246K – – –
SW
1333
SlateStone Wealth
Florida
$244K -$9.98K -63 -4%
CWP
1334
Cyndeo Wealth Partners
Florida
$243K -$4.12K -26 -2%
EA
1335
Everpar Advisors
Oklahoma
$241K -$122K -773 -32%
FFA
1336
Fragasso Financial Advisors
Pennsylvania
$241K +$950 +6 +0.4%
CFO
1337
CVA Family Office
Colorado
$241K +$10.1K +64 +4%
A
1338
Allianz
Germany
$240K – – –
USCWA
1339
U.S. Capital Wealth Advisors
Texas
$240K -$14.9K -94 -6%
CH
1340
Cromwell Holdings
Wyoming
$240K – – –
CPWA
1341
Cerro Pacific Wealth Advisors
California
$239K +$236K +1,488 New
KWA
1342
Kingswood Wealth Advisors
California
$239K -$200K -1,261 -44%
FNT
1343
First National Trust
Pennsylvania
$239K – – –
UPS
1344
UHLMANN PRICE SECURITIES
Illinois
$238K +$55.4K +350 +28%
SC
1345
Skylands Capital
Wisconsin
$238K – – –
FPW
1346
Flywheel Private Wealth
California
$238K +$253K +1,600 New
MA
1347
MJP Associates
Connecticut
$238K -$262K -1,656 -51%
CC
1348
Callan Capital
California
$238K +$12.5K +79 +5%
EP
1349
Essential Planning
New Hampshire
$237K +$237K +1,495 New
ML
1350
McAdam LLC
Pennsylvania
$237K +$15.5K +98 +7%
52 53
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55 56