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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1451
Intentional Wealth Strategies
Colorado
$125K +$130K +794 New
PAG
1452
Paladin Advisory Group
Iowa
$125K – – –
IAIM
1453
International Assets Investment Management
Florida
$124K +$3.59K +22 +3%
KFA
1454
Kelleher Financial Advisors
New York
$123K – – –
CB
1455
CNB Bank
Pennsylvania
$121K +$10.1K +62 +9%
RDFA
1456
Ritter Daniher Financial Advisory
Ohio
$120K +$99.8K +612 +408%
ACM
1457
Accent Capital Management
Ohio
$118K – – –
BCM
1458
Boreal Capital Management
Florida
$117K -$31.2K -191 -20%
SS
1459
Sunbelt Securities
Texas
$114K +$163 +1 +0.1%
ACM
1460
Aster Capital Management
United Arab Emirates
$114K -$515K -3,158 -83%
APW
1461
Aventura Private Wealth
Florida
$108K +$13.1K +80 +13%
SWM
1462
SHP Wealth Management
Massachusetts
$107K +$1.96K +12 +2%
WOSD
1463
WFA of San Diego
California
$107K – – –
JSAM
1464
J. Safra Asset Management
New York
$107K -$581K -3,564 -84%
DIP
1465
DT Investment Partners
Pennsylvania
$106K -$23.2K -142 -17%
BHWM
1466
Beaird Harris Wealth Management
Texas
$105K – – –
DJSG
1467
D.J. St. Germain
Massachusetts
$105K +$32.5K +199 +43%
WAG
1468
Wilkerson Advisory Group
Missouri
$104K -$483K -2,963 -82%
ACA
1469
Atlas Capital Advisors
Wyoming
$104K – – –
TFIPS
1470
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K -$17.9K -110 -14%
BAM
1471
Bellevue Asset Management
Washington
$102K – – –
WSFG
1472
Wall Street Financial Group
Illinois
$100K +$104K +638 New
QPBE
1473
Quintet Private Bank (Europe)
Luxembourg
$98.8K -$16.3K -100 -14%
BIA
1474
Bell Investment Advisors
California
$98.5K +$12.1K +74 +13%
TPWA
1475
Twin Peaks Wealth Advisors
California
$96.8K +$100K +615 New