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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1376
Planning Capital Management Corporation
Pennsylvania
$20.9K – – –
CA
1377
Continuum Advisory
Idaho
$20.6K +$20.3K +153 New
AIC
1378
Archer Investment Corporation
Indiana
$20.3K – – –
ICM
1379
Islay Capital Management
Texas
$19.9K – – –
CA
1380
CoreCap Advisors
Michigan
$19.5K +$18.9K +142 New
JWA
1381
JFS Wealth Advisors
Pennsylvania
$19.1K -$1.06K -8 -5%
LWCFA
1382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.8K +$7.97K +60 +72%
RTC
1383
Riverview Trust Company
Washington
$18.7K +$18.1K +136 New
KFS
1384
Kelly Financial Services
Massachusetts
$18K – – –
AWM
1385
Abound Wealth Management
Tennessee
$17.8K +$7.57K +57 +79%
MAM
1386
Meeder Asset Management
Ohio
$17.7K +$17.1K +129 New
FCA
1387
FinTrust Capital Advisors
South Carolina
$17.6K – – –
GCM
1388
Gables Capital Management
Florida
$17.2K – – –
W
1389
WealthCollab
Washington
$16.4K – – –
JGIA
1390
Jackson Grant Investment Advisers
Connecticut
$16.2K – – –
SC
1391
Steph & Co
Wisconsin
$15.7K +$15.1K +114 New
HFM
1392
Harvest Fund Management
China
$15K – – –
PWMG
1393
Private Wealth Management Group
New Jersey
$14.8K – – –
AP
1394
Aspect Partners
Virginia
$14.8K +$133 +1 +0.9%
CPG
1395
Cornerstone Planning Group
New Jersey
$14.7K +$531 +4 +4%
VAMG
1396
Voisard Asset Management Group
Michigan
$14.4K – – –
PA
1397
Pineridge Advisors
Missouri
$14.2K -$5.05K -38 -27%
RTL
1398
Red Tortoise LLC
Georgia
$12.5K +$10.2K +77 +550%
CTA
1399
Colonial Trust Advisors
South Carolina
$12.4K +$10.9K +82 +1,025%
HDIM
1400
Hanson & Doremus Investment Management
Vermont
$11K +$10.9K +82 New
54 55
56
57 58