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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1601
Aspect Partners
Virginia
$17.5K – – –
SIC
1602
Salem Investment Counselors
North Carolina
$17.3K +$17.9K +110 New
ME
1603
McIlrath & Eck
Washington
$17.1K – – –
RWM
1604
Raffa Wealth Management
District of Columbia
$17.1K +$489 +3 +3%
MSG
1605
Main Street Group
Virginia
$16.8K +$17.5K +107 New
BWL
1606
Bogart Wealth LLC
Virginia
$16.2K +$10.6K +65 +171%
AWM
1607
Abound Wealth Management
Tennessee
$16K -$1.14K -7 -6%
PCM
1608
Penserra Capital Management
California
$16K -$1.96K -12 -10%
SWP
1609
Strategic Wealth Partners
Ohio
$15.9K +$326 +2 +2%
AAG
1610
Accordant Advisory Group
Maryland
$15.7K – – –
TCM
1611
Triumph Capital Management
Colorado
$15.3K +$13.9K +85 +708%
HNW
1612
High Note Wealth
Minnesota
$15.1K +$2.28K +14 +17%
EWP
1613
Elevation Wealth Partners
California
$15.1K +$11.3K +69 +256%
SSG
1614
Summit Securities Group
New York
$14.6K -$126K -774 -89%
RTL
1615
Red Tortoise LLC
Georgia
$14.6K – – –
MHR
1616
Matthew Hamilton Rosenberg
$14.5K – – –
OAJ
1617
Ogorek Anthony Joseph
New York
$14K – – –
DWM
1618
Dogwood Wealth Management
Kansas
$13.8K +$6.85K +42 +91%
MFP
1619
Meramec Financial Planners
Missouri
$13.7K -$1.47K -9 -10%
OW
1620
Olistico Wealth
Oklahoma
$13.5K – – –
MO
1621
McMillan Office
Michigan
$13.4K – – –
KFI
1622
Key Financial Inc
Pennsylvania
$13.2K – – –
RS
1623
Rakuten Securities
Japan
$12.9K -$4.4K -27 -25%
VERPA
1624
Virginia Estate & Retirement Planning Advisors
Virginia
$12.7K +$13.2K +81 New
RCM
1625
Richardson Capital Management
Wisconsin
$12.6K +$10.9K +67 +515%
63 64
65
66 67