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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.4K
T
1627
Transce3nd
Texas
$12.8K -$655 -4 -5%
DRP
1628
Decker Retirement Planning
Utah
$12.6K
ME
1629
McIlrath & Eck
Washington
$12.6K
RWM
1630
Ruedi Wealth Management
Illinois
$11.2K
CA
1631
Continuum Advisory
Idaho
$10.5K -$17.4K -106 -63%
RWM
1632
Raffa Wealth Management
District of Columbia
$10.5K
Kayne Anderson Rudnick Investment Management
1633
Kayne Anderson Rudnick Investment Management
California
$10.4K -$3.77K -23 -28%
BC
1634
Barrett & Company
Rhode Island
$9.49K
CCM
1635
Copeland Capital Management
Pennsylvania
$9.31K
VWM
1636
Valley Wealth Managers
New Jersey
$9.31K
MIFH
1637
Migdal Insurance & Financial Holdings
Israel
$9K +$7.21K +44 +489%
DWM
1638
Darwin Wealth Management
Florida
$8.94K
VFM
1639
Vision Financial Markets
Connecticut
$8.65K +$8.19K +50 New
MDCM
1640
Morgan Dempsey Capital Management
Wisconsin
$8.63K
UCB
1641
United Community Bank
South Carolina
$8.28K +$7.86K +48 New
ACM
1642
Aster Capital Management
United Arab Emirates
$8.14K +$7.7K +47 New
HI
1643
Hoey Investments
Pennsylvania
$7.59K
DF
1644
Dunhill Financial
United Kingdom
$7.35K -$4.59K -28 -39%
VWA
1645
Valued Wealth Advisors
Utah
$7.25K -$16.9K -103 -71%
LFA
1646
LGT Financial Advisors
Texas
$7.06K -$73.7K -450 -92%
AW
1647
Avion Wealth
Texas
$7K
HNW
1648
High Note Wealth
Minnesota
$6.9K
CA
1649
Crewe Advisors
Utah
$6.9K +$6.55K +40 New
WCM
1650
WealthTrak Capital Management
Virginia
$6.55K +$2.79K +17 +81%