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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
1601
Kilter Group
New York
$12.8K – – –
LFA
1602
LGT Financial Advisors
Texas
$12.5K – – –
PA
1603
Pineridge Advisors
Missouri
$12.5K -$5.9K -33 -31%
DRP
1604
Decker Retirement Planning
Utah
$12.3K – – –
ME
1605
McIlrath & Eck
Washington
$12.3K – – –
RWM
1606
Raffa Wealth Management
District of Columbia
$12.3K +$2.14K +12 +20%
KFP
1607
Kerr Financial Planning
California
$12.1K +$14.3K +80 New
UCB
1608
United Community Bank
South Carolina
$10.8K +$2.86K +16 +33%
TCA
1609
Trifecta Capital Advisors
Illinois
$10.8K +$6.97K +39 +156%
DWM
1610
Dogwood Wealth Management
Kansas
$10.4K -$3.57K -20 -24%
BFS
1611
Bare Financial Services
Pennsylvania
$10.4K +$357 +2 +3%
GFWA
1612
Grey Fox Wealth Advisors
Delaware
$10.1K +$10.7K +60 New
AW
1613
Avion Wealth
Texas
$10K -$1.61K -9 -12%
BC
1614
Barrett & Company
Rhode Island
$9.27K – – –
RWA
1615
Redmont Wealth Advisors
Illinois
$9.27K – – –
NWM
1616
Nova Wealth Management
Florida
$9.26K – – –
CCM
1617
Copeland Capital Management
Pennsylvania
$9.1K – – –
FPF
1618
First Pacific Financial
Washington
$8.95K +$536 +3 +6%
CIAS
1619
CBIZ Investment Advisory Services
Ohio
$8.76K +$4.29K +24 +86%
WWA
1620
Wealth Watch Advisors
Colorado
$8.59K +$9.11K +51 New
VFM
1621
Vision Financial Markets
Connecticut
$8.49K – – –
MDCM
1622
Morgan Dempsey Capital Management
Wisconsin
$8.42K – – –
PCM
1623
Penserra Capital Management
California
$8K – – –
BWL
1624
Bogart Wealth LLC
Virginia
$7.58K +$2.68K +15 +50%
DF
1625
Dunhill Financial
United Kingdom
$7.47K – – –
63 64
65
66 67