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Intercontinental Exchange
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.2K – – –
SFA
1627
Semmax Financial Advisors
North Carolina
$15.1K – – –
DWM
1628
Dogwood Wealth Management
Kansas
$14.8K +$7.73K +45 +122%
SC
1629
Steph & Co
Wisconsin
$14.7K -$344 -2 -2%
MSWM
1630
Mowery & Schoenfeld Wealth Management
Illinois
$14.3K – – –
KG
1631
Kilter Group
New York
$13.9K +$13.1K +76 New
LFA
1632
LGT Financial Advisors
Texas
$13.6K +$5.67K +33 +80%
T
1633
Transce3nd
Texas
$13.6K – – –
DRP
1634
Decker Retirement Planning
Utah
$13.4K – – –
ME
1635
McIlrath & Eck
Washington
$13.4K – – –
AW
1636
Avion Wealth
Texas
$13K +$4.64K +27 +57%
RWM
1637
Raffa Wealth Management
District of Columbia
$11.2K – – –
BFS
1638
Bare Financial Services
Pennsylvania
$11K +$7.73K +45 +300%
BC
1639
Barrett & Company
Rhode Island
$10.1K – – –
RWA
1640
Redmont Wealth Advisors
Illinois
$10.1K +$9.45K +55 New
NWM
1641
Nova Wealth Management
Florida
$10.1K +$9.45K +55 New
TFGT
1642
TS Financial Group (TSFG)
Illinois
$10K -$17.7K -103 -65%
CCM
1643
Copeland Capital Management
Pennsylvania
$9.91K – – –
WCM
1644
WealthTrak Capital Management
Virginia
$9.54K +$2.41K +14 +37%
TIM
1645
Total Investment Management
Arizona
$9.36K +$8.76K +51 New
VFM
1646
Vision Financial Markets
Connecticut
$9.22K +$172 +1 +2%
MDCM
1647
Morgan Dempsey Capital Management
Wisconsin
$9.17K – – –
FPF
1648
First Pacific Financial
Washington
$9.17K +$4.98K +29 +138%
UCB
1649
United Community Bank
South Carolina
$8.81K – – –
DF
1650
Dunhill Financial
United Kingdom
$8.08K +$172 +1 +2%
64 65
66
67 68