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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1576
HHM Wealth Advisors
Tennessee
$13.1K +$4.12K +26 +42%
EPIM
1577
Evelyn Partners Investment Management
$13.1K +$13.9K +88 New
OW
1578
Olistico Wealth
Oklahoma
$12.8K – – –
SC
1579
Steph & Co
Wisconsin
$12.5K -$6.34K -40 -32%
Kayne Anderson Rudnick Investment Management
1580
Kayne Anderson Rudnick Investment Management
California
$12.4K +$3.64K +23 +38%
AT
1581
Avalon Trust
New Mexico
$12.2K +$5.07K +32 +64%
T
1582
Transce3nd
Texas
$11.6K +$12.4K +78 New
FW
1583
Fairway Wealth
Ohio
$11.6K +$12.4K +78 New
ME
1584
McIlrath & Eck
Washington
$10.9K – – –
DRP
1585
Decker Retirement Planning
Utah
$10.9K +$11.6K +73 New
DF
1586
Dunhill Financial
United Kingdom
$10.5K +$4.43K +28 +65%
RWM
1587
Ruedi Wealth Management
Illinois
$9.69K – – –
RWM
1588
Raffa Wealth Management
District of Columbia
$9.09K – – –
DWM
1589
Darwin Wealth Management
Florida
$8.94K – – –
MWA
1590
Medallion Wealth Advisors
Connecticut
$8.79K +$9.35K +59 New
AA
1591
Addison Advisors
Vermont
$8.64K – – –
PMFA
1592
Plante Moran Financial Advisors
Michigan
$8.59K +$3.33K +21 +57%
BC
1593
Barrett & Company
Rhode Island
$8.2K – – –
VWM
1594
Valley Wealth Managers
New Jersey
$8.05K – – –
CCM
1595
Copeland Capital Management
Pennsylvania
$8.05K +$8.55K +54 New
TFGT
1596
TS Financial Group (TSFG)
Illinois
$8K – – –
HNB
1597
Hilltop National Bank
Wyoming
$7.45K – – –
MDCM
1598
Morgan Dempsey Capital Management
Wisconsin
$7.45K – – –
AW
1599
Avion Wealth
Texas
$7K -$634 -4 -8%
BWM
1600
Bullock Wealth Management
Indiana
$6.71K – – –