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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1351
Washington Trust Advisors
Massachusetts
$28.9K +$1.06K +8 +4%
CPG
1352
Custom Portfolio Group
Colorado
$28.9K – – –
S
1353
Sachetta
Massachusetts
$28.9K – – –
CWM
1354
Cedar Wealth Management
California
$28.6K – – –
VWM
1355
Venturi Wealth Management
Texas
$28.3K +$12.4K +93 +82%
MMG
1356
Monetary Management Group
Missouri
$27.5K – – –
JWM
1357
Janiczek Wealth Management
Colorado
$27.1K +$1.86K +14 +8%
GKIM
1358
GW&K Investment Management
Massachusetts
$27K -$797 -6 -3%
AFG
1359
Albion Financial Group
Utah
$26.4K +$797 +6 +3%
PA
1360
PSI Advisors
Florida
$25.7K – – –
IPW
1361
Impact Partnership Wealth
Georgia
$25.7K – – –
RWA
1362
Redmont Wealth Advisors
Illinois
$25.7K +$24.8K +187 New
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$25.4K – – –
WT
1364
Washington Trust
Rhode Island
$25.3K – – –
CJ
1365
Caitlin John
Michigan
$25K -$6.64K -50 -22%
AFS
1366
Annapolis Financial Services
Maryland
$24.6K +$21.6K +163 +1,019%
PWMG
1367
Prestige Wealth Management Group
New Jersey
$24.3K -$4.25K -32 -15%
TSWM
1368
Tyler-Stone Wealth Management
Ohio
$24.3K +$9.83K +74 +72%
CFD
1369
Creative Financial Designs
Indiana
$24.1K – – –
BCMLT
1370
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.8K +$4.12K +31 +22%
CA
1371
Crewe Advisors
Utah
$23.5K +$22.7K +171 New
CH
1372
Canton Hathaway
Rhode Island
$23K – – –
NIC
1373
Northwest Investment Counselors
Oregon
$22K +$21.3K +160 New
VCM
1374
Versant Capital Management
Arizona
$21.3K – – –
PCMC
1375
Planning Capital Management Corporation
Pennsylvania
$20.9K – – –
53 54
55
56 57