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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1326
Sunbelt Securities
Texas
$292K -$28K -163 -8%
PWMG
1327
Prestige Wealth Management Group
New Jersey
$291K +$23.5K +137 +9%
CWA
1328
Crux Wealth Advisors
California
$291K -$224K -1,306 -45%
GSEP
1329
Golden State Equity Partners
California
$290K -$172 -1 -0.1%
HTWM
1330
Hartmann Taylor Wealth Management
Texas
$288K -$99.1K -577 -27%
SW
1331
SteelPeak Wealth
California
$288K +$270K +1,570 New
LAM
1332
Longboard Asset Management
Arizona
$286K – – –
FFP
1333
FourThought Financial Partners
Florida
$286K -$41.6K -242 -13%
ANB
1334
Amarillo National Bank
Texas
$284K – – –
HA
1335
Harfst & Associates
Wyoming
$283K -$239K -1,389 -47%
PWP
1336
Principle Wealth Partners
Connecticut
$282K +$14.8K +86 +6%
CGIM
1337
Capital Group Investment Management
Singapore
$282K +$264K +1,537 New
CG
1338
Corundum Group
Colorado
$281K -$22.5K -131 -8%
PMG
1339
ProVise Management Group
Florida
$281K +$4.81K +28 +2%
CFGW
1340
Chancellor Financial Group WB
Pennsylvania
$281K – – –
PIP
1341
Peachtree Investment Partners
Florida
$281K +$263K +1,532 New
CAM
1342
Cidel Asset Management
Ontario, Canada
$280K +$2.75K +16 +1%
BI
1343
Bolthouse Investments
California
$279K – – –
VAF
1344
Values Added Financial
District of Columbia
$279K -$2.58K -15 -1%
ECA
1345
Elevated Capital Advisors
Utah
$278K – – –
LNB
1346
Ledyard National Bank
$277K +$10.7K +62 +4%
PFM
1347
Phillips Financial Management
Indiana
$277K +$3.78K +22 +1%
OL
1348
OneFund LLC
Florida
$277K -$2.41K -14 -0.9%
HCM
1349
Hilton Capital Management
New York
$276K -$14.6K -85 -5%
MWM
1350
Modern Wealth Management
Kansas
$275K -$13.9K -81 -5%
52 53
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55 56