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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1751
Waterloo Capital
Texas
– -$297K -1,621 Closed
CWM
1752
Cornerstone Wealth Management
Missouri
– -$274K -1,494 Closed
MPM
1753
MBB Public Markets
Illinois
– -$271K -1,476 Closed
WLG
1754
Williamson Legacy Group
Indiana
– -$269K -1,464 Closed
ACG
1755
Allen Capital Group
Nebraska
– -$265K -1,442 Closed
RW
1756
Rede Wealth
Virginia
– -$256K -1,398 Closed
PCA
1757
Pallas Capital Advisors
Massachusetts
– -$249K -1,356 Closed
MFWP
1758
Mosaic Family Wealth Partners
Missouri
– -$249K -1,355 Closed
BI
1759
BFI Infinity
Switzerland
– -$242K -1,320 Closed
PA
1760
PharVision Advisers
Florida
– -$239K -1,302 Closed
CAU
1761
Caxton Associates (UK)
– -$238K -1,296 Closed
RZH
1762
Relyea Zuckerberg Hanson
Connecticut
– -$230K -1,255 Closed
SWA
1763
Sax Wealth Advisors
New Jersey
– -$229K -1,249 Closed
YWM
1764
Yoder Wealth Management
California
– -$224K -1,220 Closed
PW
1765
PUREfi Wealth
Massachusetts
– -$219K -1,191 Closed
CPA
1766
Capital Performance Advisors
California
– -$215K -1,173 Closed
NHT
1767
New Hampshire Trust
New Hampshire
– -$215K -1,172 Closed
RFW
1768
Rainier Family Wealth
Washington
– -$214K -1,168 Closed
EA
1769
Echo45 Advisors
California
– -$214K -1,167 Closed
MWM
1770
Mattern Wealth Management
Kansas
– -$214K -1,166 Closed
DBRC
1771
D.B. Root & Company
Pennsylvania
– -$213K -1,162 Closed
NP
1772
Nilsine Partners
Colorado
– -$212K -1,158 Closed
HBWM
1773
Hollow Brook Wealth Management
New York
– -$212K -1,156 Closed
AFT
1774
Alpha Family Trust
California
– -$210K -1,145 Closed
G
1775
GenTrust
Florida
– -$209K -1,139 Closed
69 70
71
72 73