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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1351
Prestige Wealth Management Group
New Jersey
$250K -$4.73K -29 -2%
AOWM
1352
Asset One Wealth Management
Washington
$248K +$255K +1,563 New
OL
1353
OneFund LLC
Florida
$248K -$14.7K -90 -5%
CWMK
1354
Caliber Wealth Management (Kansas)
Kansas
$248K +$22.2K +136 +9%
OPWM
1355
Oregon Pacific Wealth Management
Oregon
$247K +$256K +1,571 New
HTWM
1356
Hartmann Taylor Wealth Management
Texas
$247K -$489 -3 -0.2%
MFA
1357
Mayflower Financial Advisors
Massachusetts
$247K +$256K +1,570 New
PFM
1358
Patton Fund Management
Texas
$247K +$22.7K +139 +10%
CP
1359
Clarendon Private
Massachusetts
$246K +$256K +1,567 New
CNTOF
1360
Canandaigua National Trust of Florida
New York
$246K – – –
FNT
1361
First National Trust
Pennsylvania
$246K +$11.1K +68 +5%
PWG
1362
Portside Wealth Group
Utah
$246K +$255K +1,564 New
PCS
1363
Personal CFO Solutions
New Jersey
$243K +$31K +190 +14%
SL
1364
Sentinus LLC
Illinois
$242K +$251K +1,541 New
PFM
1365
Phillips Financial Management
Indiana
$242K +$3.43K +21 +1%
VAF
1366
Values Added Financial
District of Columbia
$242K +$3.75K +23 +2%
BTI
1367
Blue Trust Inc
Georgia
$241K -$48.1K -295 -16%
MAG
1368
M3 Advisory Group
Massachusetts
$241K -$816 -5 -0.3%
CFS
1369
Commonwealth Financial Services
West Virginia
$240K -$23.8K -146 -9%
LNB
1370
Ledyard National Bank
$240K -$979 -6 -0.4%
BI
1371
Bolthouse Investments
California
$239K – – –
AP
1372
Arlington Partners
Alabama
$238K +$247K +1,515 New
P
1373
Palladiem
Pennsylvania
$237K +$326 +2 +0.1%
FNT
1374
First Nebraska Trust
Nebraska
$236K – – –
SPC
1375
Sigma Planning Corp
Michigan
$234K -$36.9K -226 -13%
53 54
55
56 57