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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1501
Arlington Trust
Alabama
$20.4K – – –
CWM
1502
Consultiva Wealth Management
Puerto Rico
$20.2K – – –
WWM
1503
Wolff Wiese Magana
California
$19.3K – – –
AFC
1504
Ares Financial Consulting
California
$19.3K – – –
JGCM
1505
Joseph Group Capital Management
Ohio
$19.3K +$3.9K +26 +20%
CI
1506
Clal Insurance
Israel
$19K -$13.1K -87 -36%
AIA
1507
Aventus Investment Advisors
Florida
$18.5K – – –
PGAM
1508
Princeton Global Asset Management
New Jersey
$18.5K +$1.05K +7 +5%
TAP
1509
Tounjian Advisory Partners
Florida
$18.4K -$1.44M -9,624 -98%
C
1510
Covestor
United Kingdom
$18K -$35.4K -236 -62%
AF
1511
Abound Financial
California
$17.4K +$21.2K +141 New
AIC
1512
Archer Investment Corporation
Indiana
$17.1K – – –
FFA
1513
Frazier Financial Advisors
Ohio
$17K -$13.2K -88 -39%
CWP
1514
Concord Wealth Partners
Virginia
$16.7K +$20.4K +136 New
MWA
1515
Medallion Wealth Advisors
Connecticut
$16.6K +$450 +3 +2%
OWP
1516
ORG Wealth Partners
Texas
$16.5K -$176K -1,174 -90%
AWM
1517
Ameliora Wealth Management
Switzerland
$16.3K -$34.8K -232 -64%
SSG
1518
Summit Securities Group
New York
$16.1K +$5.7K +38 +41%
BWL
1519
Bogart Wealth LLC
Virginia
$15.8K +$3.75K +25 +24%
EWM
1520
Evolution Wealth Management
Florida
$15.6K +$9.45K +63 +98%
APW
1521
Allied Private Wealth
Florida
$15.4K +$16.8K +112 New
MFP
1522
Meramec Financial Planners
Missouri
$15.2K +$2.55K +17 +20%
WTA
1523
Washington Trust Advisors
Massachusetts
$15K -$42.2K -281 -70%
GCM
1524
Gunpowder Capital Management
Maryland
$15K – – –
W
1525
WealthCollab
Washington
$14.7K – – –
59 60
61
62 63