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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1651
Hoey Investments
Pennsylvania
$8.07K – – –
PCM
1652
Penserra Capital Management
California
$8K -$1.39M -8,080 -99%
VWA
1653
Valued Wealth Advisors
Utah
$7.71K – – –
MSWA
1654
Marshall & Sterling Wealth Advisors
New York
$7.34K -$9.62K -56 -58%
FG
1655
Fairman Group
Pennsylvania
$6.97K – – –
RWS
1656
Retirement Wealth Solutions
Wisconsin
$6.92K – – –
HNW
1657
High Note Wealth
Minnesota
$6.79K -$515 -3 -8%
BA
1658
Bellwether Advisors
Nebraska
$6.61K – – –
CIA
1659
Cape Investment Advisory
Georgia
$6.05K – – –
DPW
1660
DiNuzzo Private Wealth
Pennsylvania
$5.5K – – –
BWL
1661
Bogart Wealth LLC
Virginia
$5.5K +$515 +3 +11%
CSB
1662
City State Bank
Iowa
$5.32K – – –
CIAS
1663
CBIZ Investment Advisory Services
Ohio
$5.14K +$2.58K +15 +115%
B
1664
Birchbrook
Maine
$4.88K – – –
TCA
1665
Trifecta Capital Advisors
Illinois
$4.59K – – –
AAG
1666
Armstrong Advisory Group
Massachusetts
$4.4K +$4.12K +24 New
PWA
1667
Principia Wealth Advisory
Texas
$4.4K +$1.38K +8 +50%
IWM
1668
IMG Wealth Management
Florida
$4.4K +$4.12K +24 New
TPW
1669
Talon Private Wealth
Florida
$4.4K +$4.12K +24 New
FCAS
1670
First Command Advisory Services
Texas
$3.85K – – –
SWP
1671
Strategic Wealth Partners
Ohio
$3.85K +$3.61K +21 New
ADL
1672
Asset Dedication LLC
California
$3.67K +$2.41K +14 +233%
HWM
1673
HighMark Wealth Management
Minnesota
$3.67K – – –
WAS
1674
Winch Advisory Services
Wisconsin
$3.64K – – –
PWM
1675
Parkworth Wealth Management
California
$3.49K +$2.23K +13 +217%
65 66
67
68 69