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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1401
Bowman & Company
Wisconsin
$227K -$8.14K -52 -4%
VCA
1402
Verdence Capital Advisors
Maryland
$227K +$7.67K +49 +4%
IWM
1403
IHT Wealth Management
Illinois
$223K -$2.66K -17 -1%
MFG
1404
Magnus Financial Group
New York
$221K +$5.95K +38 +3%
RPWA
1405
Regent Peak Wealth Advisors
Georgia
$221K -$7.67K -49 -3%
WRPWM
1406
Werba Rubin Papier Wealth Management
California
$221K +$12.5K +80 +6%
PCS
1407
Personal CFO Solutions
New Jersey
$220K -$19.7K -126 -9%
IAS
1408
Integrity Advisory Solutions
Texas
$219K -$45.1K -288 -18%
RIG
1409
RiverFront Investment Group
Virginia
$219K +$5.01K +32 +2%
FFP
1410
FourThought Financial Partners
Florida
$217K -$24.6K -157 -10%
AMPWP
1411
Alvarez & Marsal Private Wealth Partners
Florida
$217K +$210K +1,340 New
SAW
1412
Signal Advisors Wealth
Michigan
$217K -$53.4K -341 -20%
IAA
1413
Ironsides Asset Advisors
North Carolina
$217K
CF
1414
Claris Financial
Virginia
$216K -$6.26K -40 -3%
GVAG
1415
Great Valley Advisor Group
Delaware
$215K +$209K +1,332 New
KIM
1416
Kestra Investment Management
Texas
$215K +$208K +1,329 New
LI
1417
LRI Investments
Florida
$215K -$113K -719 -3%
EL
1418
EWA LLC
Pennsylvania
$214K -$4.07K -26 -2%
EAN
1419
Excelsior Advisor Network
Colorado
$214K +$207K +1,323 New
PFWA
1420
Paces Ferry Wealth Advisors
Georgia
$213K +$313 +2 +0.2%
MWA
1421
Meridian Wealth Advisors
Texas
$213K -$10.6K -68 -5%
I
1422
INVST
Indiana
$211K +$16K +102 +8%
OAS
1423
Optivise Advisory Services
Tennessee
$211K -$43.2K -276 -17%
CWA
1424
Crux Wealth Advisors
California
$211K -$24K -153 -11%
A
1425
AlphaQuest
New York
$211K -$619K -3,953 -75%