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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1576
Bullock Wealth Management
Indiana
$5.7K +$6.75K +45 New
CSB
1577
City State Bank
Iowa
$5.66K – – –
FMP
1578
Financial Management Professionals
Texas
$5.54K – – –
FB
1579
First Bancorp
Maine
$5.54K +$6.75K +45 New
NWM
1580
Nova Wealth Management
Florida
$5.35K – – –
GCP
1581
Gill Capital Partners
Colorado
$5.17K – – –
HFS
1582
Horizon Financial Services
North Carolina
$5.17K +$6.3K +42 New
AWM
1583
Abound Wealth Management
Tennessee
$5.17K -$9K -60 -59%
LFA
1584
LGT Financial Advisors
Texas
$5.12K -$4.8K -32 -43%
MDCM
1585
Morgan Dempsey Capital Management
Wisconsin
$4.92K -$1.5K -10 -20%
TM
1586
Torren Management
California
$4.92K – – –
PP
1587
Pacifica Partners
Canada
$4.92K – – –
HNW
1588
High Note Wealth
Minnesota
$4.8K -$8.55K -57 -59%
CC
1589
Corsicana & Co
Texas
$4.8K – – –
PWA
1590
Provenance Wealth Advisors
Florida
$4.8K +$3.9K +26 +200%
RWS
1591
Retirement Wealth Solutions
Wisconsin
$4.7K -$300 -2 -5%
BA
1592
Bard Associates
Illinois
$4.68K +$5.7K +38 New
VWA
1593
Valued Wealth Advisors
Utah
$4.56K – – –
BH
1594
Burk Holdings
Oklahoma
$4.43K – – –
TWD
1595
True Wealth Design
Ohio
$4.31K -$1.65K -11 -24%
CAIM
1596
Catherine Avery Investment Management
Florida
$4.31K – – –
PWS
1597
Peterson Wealth Services
Utah
$4.1K – – –
MCP
1598
Miller Capital Partners
Michigan
$4.06K – – –
NL
1599
NorthAvenue LLC
Ohio
$4.06K – – –
CWM
1600
Copia Wealth Management
Oregon
$4.06K +$3.45K +23 +230%
62 63
64
65 66