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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIM
1601
Catherine Avery Investment Management
Florida
$24.6K – – –
AIA
1602
Aventus Investment Advisors
Florida
$24.3K – – –
RDFA
1603
Ritter Daniher Financial Advisory
Ohio
$24.3K – – –
WPA
1604
Wealth Preservation Advisors
Tennessee
$24.1K +$22.1K +141 +1,763%
EPIM
1605
Evelyn Partners Investment Management
$23.5K +$8.93K +57 +65%
PGAM
1606
Princeton Global Asset Management
New Jersey
$23.2K – – –
TM
1607
Torren Management
California
$22.7K +$21.9K +140 New
AEPWM
1608
Atlantic Edge Private Wealth Management
Florida
$22.7K – – –
AIC
1609
Archer Investment Corporation
Indiana
$22.5K – – –
FNWA
1610
Financial Network Wealth Advisors
Utah
$22.5K +$6.42K +41 +42%
BW
1611
Bravera Wealth
North Dakota
$22.5K +$21.8K +139 New
KFAS
1612
Keating Financial Advisory Services
Kansas
$22.4K +$21.6K +138 New
MWA
1613
Medallion Wealth Advisors
Connecticut
$21.4K – – –
W
1614
WealthCollab
Washington
$20.6K – – –
HHMI
1615
Howard Hughes Medical Institute
Maryland
$19.9K – – –
GCM
1616
Gunpowder Capital Management
Maryland
$19.8K +$19.1K +122 New
UFPG
1617
United Financial Planning Group
New York
$19.8K +$19.1K +122 New
HFS
1618
Hughes Financial Services
Virginia
$19.4K +$1.1K +7 +6%
PCM
1619
Penserra Capital Management
California
$19K +$11.7K +75 +156%
IIM
1620
IFC & Insurance Marketing
California
$19K +$18.6K +119 New
EI
1621
EFG International
$18K +$17.4K +111 New
AP
1622
Aspect Partners
Virginia
$18K +$1.25K +8 +8%
AWM
1623
Abound Wealth Management
Tennessee
$17.7K -$313 -2 -2%
RS
1624
Rakuten Securities
Japan
$17.7K -$313 -2 -2%
ME
1625
McIlrath & Eck
Washington
$17.7K +$5.64K +36 +49%
63 64
65
66 67