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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1401
J. Safra Asset Management
New York
$3.6K +$3.17K +28 New
LF
1402
Lee Financial
Texas
$3.47K – – –
JPWM
1403
Jamison Private Wealth Management
Georgia
$3.46K – – –
B
1404
Birchbrook
Maine
$3.34K +$2.95K +26 New
DPW
1405
DiNuzzo Private Wealth
Pennsylvania
$3.21K +$2.83K +25 New
NCM
1406
Northwest Capital Management
Oregon
$3.08K – – –
HGERS
1407
Householder Group Estate & Retirement Specialist
Arizona
$3K -$17.7K -156 -84%
EC
1408
EdgeRock Capital
Colorado
$2.96K +$2.61K +23 New
WAS
1409
Winch Advisory Services
Wisconsin
$2.51K +$113 +1 +5%
IHWM
1410
Iron Horse Wealth Management
Iowa
$2.44K – – –
HCM
1411
Hollencrest Capital Management
California
$2.31K – – –
LCM
1412
Logan Capital Management
Pennsylvania
$2.18K -$1.81K -16 -48%
AFS
1413
Annapolis Financial Services
Maryland
$2.06K – – –
AW
1414
Avion Wealth
Texas
$2K -$1.13K -10 -34%
OLVIG
1415
Oliver Lagore Vanvalin Investment Group
Michigan
$1.93K – – –
LAM
1416
Lummis Asset Management
Texas
$1.93K +$1.7K +15 New
SFA
1417
Semmax Financial Advisors
North Carolina
$1.88K +$1.59K +14 New
RTL
1418
Red Tortoise LLC
Georgia
$1.8K – – –
PWA
1419
Provenance Wealth Advisors
Florida
$1.67K – – –
PCTC
1420
Perkins Coie Trust Company
Washington
$1.67K -$227 -2 -13%
AIMA
1421
Ables Iannone Moore & Associates
Georgia
$1.54K +$1.36K +12 New
FSWA
1422
Financial Synergies Wealth Advisors
Texas
$1.54K – – –
NFA
1423
Northwest Financial Advisors
Virginia
$1.3K +$1.13K +10 New
CTA
1424
Colonial Trust Advisors
South Carolina
$1.03K – – –
BG
1425
Bollard Group
Massachusetts
$1K – – –
55 56
57
58 59