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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1651
Strategic Wealth Partners
Ohio
$3.54K – – –
HWA
1652
Heartwood Wealth Advisors
Virginia
$3.54K +$3.75K +21 New
HWA
1653
HHM Wealth Advisors
Tennessee
$3.37K -$12.2K -68 -77%
ADL
1654
Asset Dedication LLC
California
$3.37K – – –
WAS
1655
Winch Advisory Services
Wisconsin
$3.36K – – –
HCM
1656
Hollencrest Capital Management
California
$3.03K – – –
TCB
1657
Texas Capital Bancshares
Texas
$3.03K +$3.22K +18 New
WW
1658
Winnow Wealth
Texas
$2.87K -$14.8K -83 -83%
SRCM
1659
Signature Resources Capital Management
California
$2.86K – – –
NL
1660
NVWM LLC
Pennsylvania
$2.7K – – –
TCM
1661
Tradewinds Capital Management
Washington
$2.7K – – –
PPA
1662
Painted Porch Advisors
California
$2.7K +$2.86K +16 New
LAM
1663
Lummis Asset Management
Texas
$2.53K – – –
ACA
1664
American Capital Advisory
Idaho
$2.19K -$536 -3 -19%
PWA
1665
Provenance Wealth Advisors
Florida
$2.19K – – –
WA
1666
WestEnd Advisors
North Carolina
$2.19K – – –
PS
1667
PayPay Securities
Japan
$2.04K +$179 +1 +9%
NWMP
1668
Noble Wealth Management PBC
Colorado
$2.02K +$2.14K +12 New
CWM
1669
Copia Wealth Management
Oregon
$1.69K – – –
QWM
1670
Quaker Wealth Management
New Jersey
$1.69K +$715 +4 +67%
TWD
1671
True Wealth Design
Ohio
$1.68K -$893 -5 -33%
RWM
1672
RMG Wealth Management
Wisconsin
$1.57K – – –
SN
1673
Sittner & Nelson
Oregon
$1.52K – – –
WPA
1674
Wealth Preservation Advisors
Tennessee
$1.35K – – –
AFWM
1675
Abich Financial Wealth Management
Virginia
$1.35K +$1.43K +8 New
65 66
67
68 69