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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1851
SageView Advisory Group
California
– -$107K -662 Closed
RAM
1852
Reflection Asset Management
South Carolina
– -$89.6K -553 Closed
GAG
1853
Goodman Advisory Group
Massachusetts
– -$45.7K -282 Closed
QA
1854
Quattro Advisors
Pennsylvania
– -$43.4K -268 Closed
EBA
1855
Eagle Bay Advisors
New York
– -$37.1K -229 Closed
CWM
1856
Cedar Wealth Management
California
– -$33.7K -208 Closed
WAU
1857
Wellington-Altus USA
Manitoba, Canada
– -$32.7K -202 Closed
MW
1858
Merited Wealth
Florida
– -$28.3K -175 Closed
BFM
1859
Brooklands Fund Management
United Kingdom
– -$27.8K -160 Closed
WPA
1860
Wealth Preservation Advisors
Tennessee
– -$24.1K -149 Closed
HHMI
1861
Howard Hughes Medical Institute
Maryland
– -$19.9K -123 Closed
IIM
1862
IFC & Insurance Marketing
California
– -$19K -119 Closed
CA
1863
Cresta Advisors
Texas
– -$16.7K -103 Closed
NL
1864
Navalign LLC
California
– -$13K -80 Closed
NI
1865
NCP Inc
California
– -$9.39K -58 Closed
WWA
1866
Wealth Watch Advisors
Colorado
– -$8.1K -50 Closed
IRAG
1867
Investment Research & Advisory Group
Georgia
– -$10.2K -47 Closed
GWM
1868
Greenline Wealth Management
Florida
– -$7.29K -45 Closed
SA
1869
Strategic Advocates
Utah
– -$6.36K -39 Closed
JWM
1870
Jessup Wealth Management
Ohio
– -$5.99K -37 Closed
ATC
1871
Adirondack Trust Company
New York
– -$3.4K -21 Closed
HIMS
1872
Hager Investment Management Services
New Hampshire
– -$3.24K -20 Closed
OC
1873
Optima Capital
Oregon
– -$3.24K -20 Closed
TPBG
1874
Turning Point Benefit Group
Maryland
– -$2.43K -15 Closed
WW
1875
Winnow Wealth
Texas
– -$1.94K -12 Closed
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