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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1626
Mowery & Schoenfeld Wealth Management
Illinois
$13.5K -$1.8K -11 -12%
LWCFA
1627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.4K – – –
T
1628
Transce3nd
Texas
$12.8K -$655 -4 -5%
DRP
1629
Decker Retirement Planning
Utah
$12.6K – – –
ME
1630
McIlrath & Eck
Washington
$12.6K – – –
RWM
1631
Ruedi Wealth Management
Illinois
$11.2K – – –
CA
1632
Continuum Advisory
Idaho
$10.5K -$17.4K -106 -63%
RWM
1633
Raffa Wealth Management
District of Columbia
$10.5K – – –
Kayne Anderson Rudnick Investment Management
1634
Kayne Anderson Rudnick Investment Management
California
$10.4K -$3.77K -23 -28%
BC
1635
Barrett & Company
Rhode Island
$9.49K – – –
CCM
1636
Copeland Capital Management
Pennsylvania
$9.31K – – –
VWM
1637
Valley Wealth Managers
New Jersey
$9.31K – – –
MIFH
1638
Migdal Insurance & Financial Holdings
Israel
$9K +$7.21K +44 +489%
DWM
1639
Darwin Wealth Management
Florida
$8.94K – – –
VFM
1640
Vision Financial Markets
Connecticut
$8.65K +$8.19K +50 New
MDCM
1641
Morgan Dempsey Capital Management
Wisconsin
$8.63K – – –
UCB
1642
United Community Bank
South Carolina
$8.28K +$7.86K +48 New
ACM
1643
Aster Capital Management
United Arab Emirates
$8.14K +$7.7K +47 New
BWM
1644
Bullock Wealth Management
Indiana
$7.72K – – –
HI
1645
Hoey Investments
Pennsylvania
$7.59K – – –
DF
1646
Dunhill Financial
United Kingdom
$7.35K -$4.59K -28 -39%
VWA
1647
Valued Wealth Advisors
Utah
$7.25K -$16.9K -103 -71%
LFA
1648
LGT Financial Advisors
Texas
$7.06K -$73.7K -450 -92%
AW
1649
Avion Wealth
Texas
$7K – – –
HNW
1650
High Note Wealth
Minnesota
$6.9K – – –