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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1726
SteelPeak Wealth
California
– -$240K -1,497 Closed
CB
1727
Cadence Bank
Mississippi
– -$233K -1,448 Closed
WC
1728
Waterloo Capital
Texas
– -$229K -1,427 Closed
FIM
1729
Freedom Investment Management
Connecticut
– -$224K -1,397 Closed
AP
1730
Adero Partners
California
– -$224K -1,392 Closed
OAS
1731
Optivise Advisory Services
Tennessee
– -$220K -1,372 Closed
TIA
1732
Trust Investment Advisors
Indiana
– -$220K -1,368 Closed
BCM
1733
BluePath Capital Management
Georgia
– -$218K -1,356 Closed
WMA
1734
West Michigan Advisors
Michigan
– -$215K -1,336 Closed
WFI
1735
West Family Investments
California
– -$214K -1,335 Closed
MAG
1736
MRA Advisory Group
New Jersey
– -$213K -1,328 Closed
BCM
1737
Brookstone Capital Management
Illinois
– -$212K -1,319 Closed
DBRC
1738
D.B. Root & Company
Pennsylvania
– -$211K -1,314 Closed
MFG
1739
Magnus Financial Group
New York
– -$211K -1,313 Closed
PFWA
1740
Paces Ferry Wealth Advisors
Georgia
– -$210K -1,310 Closed
TP
1741
Tranquility Partners
Tennessee
– -$208K -1,295 Closed
VAM
1742
Verity Asset Management
North Carolina
– -$207K -1,287 Closed
OFG
1743
Oxford Financial Group
Indiana
– -$206K -1,284 Closed
TFF
1744
The Family Firm
Maryland
– -$205K -1,275 Closed
CHP
1745
Cable Hill Partners
Oregon
– -$204K -1,268 Closed
TCBWMS
1746
Texas Capital Bank Wealth Management Services
Texas
– -$203K -1,266 Closed
FWP
1747
FAS Wealth Partners
Kansas
– -$201K -1,254 Closed
KAM
1748
KEB Asset Management
Illinois
– -$201K -1,250 Closed
WRPWM
1749
Werba Rubin Papier Wealth Management
California
– -$200K -1,248 Closed
ATS
1750
Ashton Thomas Securities
New York
– -$174K -1,081 Closed
68 69
70
71 72