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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1701
Lummis Asset Management
Texas
$2.36K +$2.45K +15 New
SFS
1702
Sunrise Financial Services
Washington
$2.2K – – –
PWA
1703
Provenance Wealth Advisors
Florida
$2.04K – – –
QWM
1704
Quaker Wealth Management
New Jersey
$2.04K +$1.3K +8 +160%
MCA
1705
McGuire Capital Advisors
Oklahoma
$1.89K -$4.57K -28 -70%
NWMP
1706
Noble Wealth Management PBC
Colorado
$1.89K – – –
PS
1707
PayPay Securities
Japan
$1.8K -$816 -5 -31%
CIAS
1708
CBIZ Investment Advisory Services
Ohio
$1.73K – – –
NA
1709
Networth Advisors
Pennsylvania
$1.73K – – –
CWM
1710
Copia Wealth Management
Oregon
$1.57K – – –
YP
1711
YANKCOM Partnership
South Dakota
$1.57K – – –
SN
1712
Sittner & Nelson
Oregon
$1.42K – – –
FC
1713
Financial Consulate
Maryland
$1.42K +$489 +3 +50%
CA
1714
Crewe Advisors
Utah
$1.42K +$1.47K +9 New
DCM
1715
Davis Capital Management
Florida
$1.26K +$163 +1 +14%
PIS
1716
POM Investment Strategies
North Carolina
$1.26K +$1.3K +8 New
TWM
1717
TopTier Wealth Management
Wisconsin
$1.26K +$1.3K +8 New
HIA
1718
HFM Investment Advisors
New Jersey
$1.1K -$326 -2 -22%
GFA
1719
Godfrey Financial Associates
New York
$1.1K – – –
DF
1720
DecisionPoint Financial
Arizona
$944 – – –
NF
1721
Napier Financial
Massachusetts
$944 +$979 +6 New
IW
1722
Imprint Wealth
South Carolina
$786 -$3.59K -22 -81%
AA
1723
Addison Advisors
Vermont
$630 -$1.79K -11 -73%
SA
1724
Seneschal Advisors
Washington
$630 – – –
TIAA Trust, National Association
1725
TIAA Trust, National Association
North Carolina
$629 -$1.66M -10,190 -100%