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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1576
Plante Moran Financial Advisors
Michigan
$31.9K +$28.2K +164 +1,640%
EP
1577
Essential Partners
California
$31.6K +$29.6K +172 New
SO
1578
Sierra Ocean
California
$31.2K – – –
FRA
1579
Front Row Advisors
California
$31.2K – – –
HNB
1580
Hilltop National Bank
Wyoming
$31K +$29K +169 New
CWM
1581
Consultiva Wealth Management
Puerto Rico
$30.1K – – –
WIM
1582
Westside Investment Management
California
$29.3K +$27.7K +161 New
AA
1583
Addison Advisors
Vermont
$28.8K – – –
WWM
1584
Wolff Wiese Magana
California
$28.8K – – –
JWA
1585
JFS Wealth Advisors
Pennsylvania
$28.6K +$1.72K +10 +7%
CAIM
1586
Catherine Avery Investment Management
Florida
$27.9K -$18.2K -106 -41%
PGAM
1587
Princeton Global Asset Management
New Jersey
$27.7K +$25.9K +151 New
RDFA
1588
Ritter Daniher Financial Advisory
Ohio
$27.5K – – –
AIA
1589
Aventus Investment Advisors
Florida
$27.5K +$25.8K +150 New
RA
1590
Rational Advisors
New York
$26.4K +$24.7K +144 New
BI
1591
Binnacle Investments
Iowa
$26.1K – – –
AEPWM
1592
Atlantic Edge Private Wealth Management
Florida
$25.7K – – –
AIC
1593
Archer Investment Corporation
Indiana
$25.5K – – –
WA
1594
Whipplewood Advisors
Colorado
$25.3K -$1.55K -9 -6%
HFS
1595
Hughes Financial Services
Virginia
$24.6K -$515 -3 -2%
JGIA
1596
Jackson Grant Investment Advisers
Connecticut
$24.4K +$2.58K +15 +13%
MWA
1597
Medallion Wealth Advisors
Connecticut
$24K – – –
W
1598
WealthCollab
Washington
$23.3K – – –
HHMI
1599
Howard Hughes Medical Institute
Maryland
$22.8K +$21.3K +124 New
CPG
1600
Cornerstone Planning Group
New Jersey
$22.3K -$4.81K -28 -19%
62 63
64
65 66