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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1451
Elevated Capital Advisors
Utah
$40.1K -$113K -756 -70%
CFFP
1452
Center for Financial Planning
Michigan
$40K – – –
VR
1453
Vision Retirement
New Jersey
$39.6K – – –
WIM
1454
Westside Investment Management
California
$39.6K – – –
PB
1455
Prosperity Bancshares
Texas
$38.9K +$17.7K +118 +60%
FA
1456
Fedenia Advisers
Wisconsin
$38.9K +$47.4K +316 New
TC
1457
Truvestments Capital
Florida
$38.7K – – –
SWM
1458
Spire Wealth Management
Virginia
$37.7K -$2.85K -19 -6%
CT
1459
Clearstead Trust
Maine
$36.9K – – –
HPC
1460
HM Payson & Co
Maine
$36.3K -$195K -1,300 -82%
HDIM
1461
Hanson & Doremus Investment Management
Vermont
$36K -$11.3K -75 -20%
MA
1462
MCF Advisors
Kentucky
$34K +$600 +4 +1%
CFD
1463
Creative Financial Designs
Indiana
$33.1K +$4.95K +33 +14%
APFP
1464
Action Point Financial Planning
Michigan
$32.9K +$41.1K +274 New
PPC
1465
Park Place Capital
Alabama
$31.9K -$300 -2 -0.8%
BTD
1466
BankPlus Trust Department
Mississippi
$31.3K – – –
IAS
1467
IMA Advisory Services
Colorado
$31.3K – – –
GCM
1468
Gables Capital Management
Florida
$30.8K – – –
AF
1469
Align Financial
Minnesota
$30.2K – – –
FNWA
1470
Financial Network Wealth Advisors
Utah
$30K +$9K +60 +33%
TFM
1471
TFC Financial Management
Massachusetts
$29.3K -$12.2K -81 -25%
KAS
1472
Kemnay Advisory Services
New York
$29.2K +$3.3K +22 +10%
FFO
1473
Fortitude Family Office
Arizona
$28.7K -$41K -273 -54%
IAIM
1474
International Assets Investment Management
Florida
$28.5K -$84.8K -565 -72%
MWM
1475
Mascoma Wealth Management
New Hampshire
$27.7K -$450 -3 -1%
57 58
59
60 61