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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1751
West Family Investments
California
– -$272K -1,729 Closed
MMA
1752
Miracle Mile Advisors
California
– -$266K -1,694 Closed
PA
1753
PFG Advisors
Arizona
– -$265K -1,685 Closed
MCA
1754
Magnolia Capital Advisors
Mississippi
– -$261K -1,661 Closed
KIM
1755
Kestra Investment Management
Texas
– -$259K -1,644 Closed
VCA
1756
Verdence Capital Advisors
Maryland
– -$256K -1,629 Closed
TC
1757
TAGStone Capital
North Carolina
– -$255K -1,620 Closed
UPS
1758
UHLMANN PRICE SECURITIES
Illinois
– -$255K -1,619 Closed
MCC
1759
Money Concepts Capital
Florida
– -$251K -1,593 Closed
CWMK
1760
Caliber Wealth Management (Kansas)
Kansas
– -$248K -1,574 Closed
PFM
1761
Patton Fund Management
Texas
– -$247K -1,569 Closed
CP
1762
Clarendon Private
Massachusetts
– -$246K -1,567 Closed
FNT
1763
First National Trust
Pennsylvania
– -$246K -1,566 Closed
PWG
1764
Portside Wealth Group
Utah
– -$246K -1,564 Closed
AOWM
1765
Asset One Wealth Management
Washington
– -$248K -1,563 Closed
PCS
1766
Personal CFO Solutions
New Jersey
– -$243K -1,546 Closed
VAF
1767
Values Added Financial
District of Columbia
– -$242K -1,539 Closed
MAG
1768
M3 Advisory Group
Massachusetts
– -$241K -1,531 Closed
CFS
1769
Commonwealth Financial Services
West Virginia
– -$240K -1,528 Closed
LNB
1770
Ledyard National Bank
– -$240K -1,525 Closed
BI
1771
Bolthouse Investments
California
– -$239K -1,520 Closed
FNT
1772
First Nebraska Trust
Nebraska
– -$236K -1,500 Closed
AWM
1773
Angeles Wealth Management
California
– -$232K -1,478 Closed
AR
1774
Apeiron RIA
Texas
– -$230K -1,465 Closed
GA
1775
GoalVest Advisory
New York
– -$228K -1,450 Closed
69 70
71
72 73