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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
1451
DiNuzzo Private Wealth
Pennsylvania
$4.11K +$672 +5 +20%
FW
1452
Fairway Wealth
Ohio
$4.11K +$4.03K +30 New
JPWM
1453
Jamison Private Wealth Management
Georgia
$4.03K – – –
CSB
1454
City State Bank
Iowa
$3.97K – – –
KWAG
1455
Kiely Wealth Advisory Group
North Carolina
$3.84K +$3.36K +25 New
B
1456
Birchbrook
Maine
$3.6K – – –
TCA
1457
Trifecta Capital Advisors
Illinois
$3.42K – – –
NCM
1458
Northwest Capital Management
Oregon
$3.29K – – –
LIA
1459
Lynx Investment Advisory
District of Columbia
$3.15K +$3.09K +23 New
WCM
1460
Westend Capital Management
California
$2.88K – – –
HWM
1461
HighMark Wealth Management
Minnesota
$2.74K +$2.69K +20 New
FNWA
1462
Financial Network Wealth Advisors
Utah
$2.74K +$2.69K +20 New
WAS
1463
Winch Advisory Services
Wisconsin
$2.69K – – –
IHWM
1464
Iron Horse Wealth Management
Iowa
$2.6K – – –
HCM
1465
Hollencrest Capital Management
California
$2.46K – – –
TAM
1466
Tucker Asset Management
Colorado
$2.46K +$1.88K +14 +350%
TCM
1467
Tradewinds Capital Management
Washington
$2.19K +$2.15K +16 New
LAM
1468
Lummis Asset Management
Texas
$2.05K – – –
TWP
1469
Triad Wealth Partners
Kansas
$1.92K +$1.88K +14 New
IGWM
1470
ICA Group Wealth Management
Colorado
$1.78K -$2.42K -18 -58%
PWA
1471
Provenance Wealth Advisors
Florida
$1.78K – – –
NL
1472
NVWM LLC
Pennsylvania
$1.51K +$403 +3 +38%
WWM
1473
Wolff Wiese Magana
California
$1.37K +$672 +5 +100%
WA
1474
WestEnd Advisors
North Carolina
$1.37K +$1.07K +8 +400%
CP
1475
Castleview Partners
Texas
$1.37K +$1.34K +10 New