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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
VERPA
1626
Virginia Estate & Retirement Planning Advisors
Virginia
$12.7K +$13.2K +81 New
RCM
1627
Richardson Capital Management
Wisconsin
$12.6K +$10.9K +67 +515%
KFP
1628
Kerr Financial Planning
California
$12.5K – – –
MSWM
1629
Mowery & Schoenfeld Wealth Management
Illinois
$12.3K – – –
T
1630
TOBAM
France
$12K -$50.6K -310 -81%
RWM
1631
RMG Wealth Management
Wisconsin
$12K – – –
EP
1632
Essential Partners
California
$12K +$979 +6 +9%
LFA
1633
LGT Financial Advisors
Texas
$11.7K – – –
DRP
1634
Decker Retirement Planning
Utah
$11.5K – – –
KG
1635
Kilter Group
New York
$11.3K +$816 +5 +7%
MEG
1636
Millstone Evans Group
Colorado
$11K +$5.38K +33 +89%
AW
1637
Avion Wealth
Texas
$11K -$489 -3 -4%
HWA
1638
Heritage Wealth Advisors
Virginia
$10.7K +$11.1K +68 New
NEWAS
1639
N.E.W. Advisory Services
Wisconsin
$10.1K – – –
EWM
1640
Evolution Wealth Management
Florida
$10.1K +$10.4K +64 New
DF
1641
Dunhill Financial
United Kingdom
$9.91K +$2.12K +13 +26%
AI
1642
Atomic Invest
New York
$9.34K +$3.1K +19 +48%
TFGT
1643
TS Financial Group (TSFG)
Illinois
$9K – – –
BW
1644
Bravera Wealth
North Dakota
$8.96K -$13.4K -82 -59%
BC
1645
Barrett & Company
Rhode Island
$8.65K +$8.97K +55 New
CFM
1646
Cornerstone Financial Management
Massachusetts
$8.34K +$1.47K +9 +20%
FPF
1647
First Pacific Financial
Washington
$8.25K +$326 +2 +4%
B
1648
Bayban
Minnesota
$8.18K – – –
MDCM
1649
Morgan Dempsey Capital Management
Wisconsin
$7.86K – – –
BWM
1650
Benson Wealth Management
Tennessee
$7.55K – – –