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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1526
Oakworth Capital
Alabama
$54.1K – – –
SEP
1527
Signature Equity Partners
Ohio
$53.1K -$7.01K -43 -11%
WIM
1528
Westside Investment Management
California
$52.5K -$489 -3 -0.9%
CW
1529
CrossGen Wealth
North Carolina
$51.3K – – –
CFFP
1530
Center for Financial Planning
Michigan
$51.1K -$2.77K -17 -5%
SWM
1531
Spire Wealth Management
Virginia
$51K -$22.2K -136 -30%
VR
1532
Vision Retirement
New Jersey
$50.6K – – –
TFM
1533
TFC Financial Management
Massachusetts
$50.1K +$11.1K +68 +27%
TC
1534
Truvestments Capital
Florida
$49.4K – – –
DWP
1535
Destiny Wealth Partners
Florida
$48.8K +$50.6K +310 New
CT
1536
Clearstead Trust
Maine
$47.2K – – –
PWMA
1537
Pension & Wealth Management Advisors
Massachusetts
$47.1K – – –
NS
1538
NBC Securities
Alabama
$45K -$8.81K -54 -16%
MA
1539
MCF Advisors
Kentucky
$42.8K -$2.94K -18 -6%
CCM
1540
Chilton Capital Management
Texas
$42.8K +$14.4K +88 +48%
TLFA
1541
True Link Financial Advisors
California
$42.3K +$43.9K +269 New
CAM
1542
Close Asset Management
United Kingdom
$42K -$2.45K -15 -5%
CPG
1543
Cornerstone Planning Group
New Jersey
$42K +$11.1K +68 +33%
PPC
1544
Park Place Capital
Alabama
$41K -$653 -4 -2%
BTD
1545
BankPlus Trust Department
Mississippi
$39.9K – – –
IAS
1546
IMA Advisory Services
Colorado
$39.9K – – –
GCM
1547
Gables Capital Management
Florida
$39.3K – – –
HWP
1548
Highline Wealth Partners
California
$39K +$3.1K +19 +8%
AF
1549
Align Financial
Minnesota
$38.5K -$6.43M -39,435 -99%
KFAS
1550
Keating Financial Advisory Services
Kansas
$38.2K +$17.1K +105 +76%
60 61
62
63 64