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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1626
Kerr Financial Planning
California
$12.5K – – –
MSWM
1627
Mowery & Schoenfeld Wealth Management
Illinois
$12.3K – – –
T
1628
TOBAM
France
$12K -$50.6K -310 -81%
RWM
1629
RMG Wealth Management
Wisconsin
$12K – – –
EP
1630
Essential Partners
California
$12K +$979 +6 +9%
LFA
1631
LGT Financial Advisors
Texas
$11.7K – – –
DRP
1632
Decker Retirement Planning
Utah
$11.5K – – –
KG
1633
Kilter Group
New York
$11.3K +$816 +5 +7%
MEG
1634
Millstone Evans Group
Colorado
$11K +$5.38K +33 +89%
AW
1635
Avion Wealth
Texas
$11K -$489 -3 -4%
HWA
1636
Heritage Wealth Advisors
Virginia
$10.7K +$11.1K +68 New
NEWAS
1637
N.E.W. Advisory Services
Wisconsin
$10.1K – – –
EWM
1638
Evolution Wealth Management
Florida
$10.1K +$10.4K +64 New
DF
1639
Dunhill Financial
United Kingdom
$9.91K +$2.12K +13 +26%
TFGT
1640
TS Financial Group (TSFG)
Illinois
$9K – – –
BW
1641
Bravera Wealth
North Dakota
$8.96K -$13.4K -82 -59%
BC
1642
Barrett & Company
Rhode Island
$8.65K +$8.97K +55 New
CFM
1643
Cornerstone Financial Management
Massachusetts
$8.34K +$1.47K +9 +20%
FPF
1644
First Pacific Financial
Washington
$8.25K +$326 +2 +4%
B
1645
Bayban
Minnesota
$8.18K – – –
MDCM
1646
Morgan Dempsey Capital Management
Wisconsin
$7.86K – – –
BWM
1647
Benson Wealth Management
Tennessee
$7.55K – – –
CSB
1648
City State Bank
Iowa
$7.24K +$2.77K +17 +59%
TWD
1649
True Wealth Design
Ohio
$7.24K +$3.43K +21 +84%
FMP
1650
Financial Management Professionals
Texas
$7.08K – – –
64 65
66
67 68