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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1751
Everpar Advisors
Oklahoma
– -$305K -1,941 Closed
SW
1752
Simplicity Wealth
New Jersey
– -$305K -1,941 Closed
EL
1753
EWA LLC
Pennsylvania
– -$294K -1,872 Closed
DWM
1754
Drive Wealth Management
Utah
– -$288K -1,829 Closed
GP
1755
GLR Partners
Maryland
– -$282K -1,791 Closed
FWA
1756
FSM Wealth Advisors
Ohio
– -$279K -1,776 Closed
VDC
1757
Van Diest Capital
Iowa
– -$274K -1,740 Closed
WFI
1758
West Family Investments
California
– -$272K -1,729 Closed
MMA
1759
Miracle Mile Advisors
California
– -$266K -1,694 Closed
PA
1760
PFG Advisors
Arizona
– -$265K -1,685 Closed
MCA
1761
Magnolia Capital Advisors
Mississippi
– -$261K -1,661 Closed
KIM
1762
Kestra Investment Management
Texas
– -$259K -1,644 Closed
VCA
1763
Verdence Capital Advisors
Maryland
– -$256K -1,629 Closed
TC
1764
TAGStone Capital
North Carolina
– -$255K -1,620 Closed
UPS
1765
UHLMANN PRICE SECURITIES
Illinois
– -$255K -1,619 Closed
MCC
1766
Money Concepts Capital
Florida
– -$251K -1,593 Closed
CWMK
1767
Caliber Wealth Management (Kansas)
Kansas
– -$248K -1,574 Closed
PFM
1768
Patton Fund Management
Texas
– -$247K -1,569 Closed
CP
1769
Clarendon Private
Massachusetts
– -$246K -1,567 Closed
FNT
1770
First National Trust
Pennsylvania
– -$246K -1,566 Closed
PWG
1771
Portside Wealth Group
Utah
– -$246K -1,564 Closed
AOWM
1772
Asset One Wealth Management
Washington
– -$248K -1,563 Closed
PCS
1773
Personal CFO Solutions
New Jersey
– -$243K -1,546 Closed
VAF
1774
Values Added Financial
District of Columbia
– -$242K -1,539 Closed
MAG
1775
M3 Advisory Group
Massachusetts
– -$241K -1,531 Closed
69 70
71
72 73