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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1551
Synergy Investment Management
Florida
$10.3K +$7.35K +49 +272%
OAJ
1552
Ogorek Anthony Joseph
New York
$10K -$600 -4 -4%
VERPA
1553
Virginia Estate & Retirement Planning Advisors
Virginia
$9.97K – – –
CFM
1554
Cornerstone Financial Management
Massachusetts
$9.97K +$4.2K +28 +53%
KFP
1555
Kerr Financial Planning
California
$9.85K – – –
MSWM
1556
Mowery & Schoenfeld Wealth Management
Illinois
$9.6K – – –
DF
1557
Dunhill Financial
United Kingdom
$9.29K +$1.8K +12 +19%
MP
1558
McDonald Partners
Ohio
$9.23K +$11.3K +75 New
KG
1559
Kilter Group
New York
$9.11K +$300 +2 +3%
DRP
1560
Decker Retirement Planning
Utah
$8.99K – – –
DWA
1561
Delos Wealth Advisors
Texas
$8.62K -$9.3K -62 -47%
HWA
1562
Heritage Wealth Advisors
Virginia
$8.37K – – –
CFM
1563
Compass Financial Management
Florida
$7.88K +$9.6K +64 New
CW
1564
CrossGen Wealth
North Carolina
$7.51K -$39.8K -265 -81%
CFSG
1565
Community Financial Services Group
Vermont
$7.35K +$8.7K +58 New
OAG
1566
Oakmont Advisory Group
New Mexico
$7.15K +$8.7K +58 New
AW
1567
Avion Wealth
Texas
$7K -$1.65K -11 -15%
CCMI
1568
Creative Capital Management Investments
California
$6.89K +$8.4K +56 New
BC
1569
Barrett & Company
Rhode Island
$6.77K – – –
GG
1570
Gleason Group
Kentucky
$6.77K +$8.25K +55 New
ADL
1571
Asset Dedication LLC
California
$6.53K +$4.95K +33 +165%
B
1572
Bayban
Minnesota
$6.4K – – –
FPF
1573
First Pacific Financial
Washington
$6.24K -$150 -1 -2%
HNB
1574
Hilltop National Bank
Wyoming
$6.16K -$15.2K -101 -67%
BHWM
1575
Bay Harbor Wealth Management
Maryland
$6.16K +$900 +6 +14%
61 62
63
64 65