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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1701
Asset Dedication LLC
California
$3.24K – – –
HWA
1702
HHM Wealth Advisors
Tennessee
$3.24K – – –
HIMS
1703
Hager Investment Management Services
New Hampshire
$3.24K +$3.13K +20 New
OC
1704
Optima Capital
Oregon
$3.24K +$3.13K +20 New
PWM
1705
Proathlete Wealth Management
Florida
$3.24K +$3.13K +20 New
WAS
1706
Winch Advisory Services
Wisconsin
$3.24K – – –
FG
1707
Fairman Group
Pennsylvania
$3.08K -$2.98K -19 -50%
HCM
1708
Hollencrest Capital Management
California
$2.92K – – –
NL
1709
NVWM LLC
Pennsylvania
$2.92K +$313 +2 +13%
WA
1710
WestEnd Advisors
North Carolina
$2.92K +$783 +5 +38%
TFA
1711
Toth Financial Advisory
Virginia
$2.75K +$2.66K +17 New
SRCM
1712
Signature Resources Capital Management
California
$2.75K – – –
KFG
1713
Kingdom Financial Group
Arizona
$2.67K -$355K -2,270 -99%
TCM
1714
Tradewinds Capital Management
Washington
$2.59K – – –
PS
1715
PayPay Securities
Japan
$2.59K +$626 +4 +33%
AA
1716
Addison Advisors
Vermont
$2.43K -$22.2K -142 -90%
TPBG
1717
Turning Point Benefit Group
Maryland
$2.43K +$1.88K +12 +400%
SFS
1718
Sunrise Financial Services
Washington
$2.27K +$2.19K +14 New
PWA
1719
Provenance Wealth Advisors
Florida
$2.1K – – –
RCM
1720
Richardson Capital Management
Wisconsin
$2.1K +$2.04K +13 New
WW
1721
Winnow Wealth
Texas
$1.94K -$783 -5 -29%
ACA
1722
American Capital Advisory
Idaho
$1.94K -$157 -1 -8%
NWMP
1723
Noble Wealth Management PBC
Colorado
$1.94K – – –
TCM
1724
Triumph Capital Management
Colorado
$1.94K +$1.88K +12 New
CIAS
1725
CBIZ Investment Advisory Services
Ohio
$1.78K -$6.42K -41 -79%
67 68
69
70 71