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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1426
Werba Rubin Papier Wealth Management
California
$217K +$206K +1,257 New
FWP
1427
FAS Wealth Partners
Kansas
$217K +$206K +1,256 New
GFG
1428
Goldstone Financial Group
Illinois
$216K +$205K +1,254 New
DBRC
1429
D.B. Root & Company
Pennsylvania
$216K +$205K +1,254 New
OFG
1430
Oxford Financial Group
Indiana
$216K +$205K +1,254 New
WF
1431
Womack Financial
Texas
$216K +$205K +1,250 New
BW
1432
BIP Wealth
Georgia
$215K -$27.7K -169 -12%
AWP
1433
Atlas Wealth Partners
Pennsylvania
$214K +$203K +1,241 New
PW
1434
PUREfi Wealth
Massachusetts
$214K +$203K +1,239 New
WMA
1435
West Michigan Advisors
Michigan
$213K +$203K +1,236 New
YIA
1436
YHB Investment Advisors
Connecticut
$213K +$202K +1,232 New
FIM
1437
Freedom Investment Management
Connecticut
$212K +$201K +1,228 New
CPWA
1438
Cerro Pacific Wealth Advisors
California
$211K -$11.3K -69 -5%
CHC
1439
City Holding Co
West Virginia
$211K +$16.5K +101 +9%
AWA
1440
Arete Wealth Advisors
Illinois
$210K +$199K +1,215 New
VFG
1441
Victory Financial Group
Texas
$210K +$199K +1,217 New
BGAI
1442
Bruce G. Allen Investments
Colorado
$209K -$4.26K -26 -2%
ABWM
1443
Alpine Bank Wealth Management
Colorado
$209K +$198K +1,211 New
SWA
1444
Sax Wealth Advisors
New Jersey
$209K -$60K -366 -23%
SFB
1445
STAR Financial Bank
Indiana
$208K -$45.9K -280 -19%
MF
1446
Montis Financial
Massachusetts
$207K -$29.2K -178 -13%
IP
1447
Isthmus Partners
Wisconsin
$207K +$197K +1,200 New
TWPM
1448
Total Wealth Planning & Management
Florida
$206K +$196K +1,195 New
AO
1449
Advisor OS
Illinois
$206K -$100K -612 -34%
RSWM
1450
Robertson Stephens Wealth Management
California
$205K -$96.5K -589 -33%
56 57
58
59 60