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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
626
Altman Advisors
Illinois
$1.39M +$17K +143 +1%
BOS
627
Bank of Stockton
California
$1.39M -$42.6K -359 -3%
S
628
SimplyRich
California
$1.39M – – –
AIM
629
Anchor Investment Management
South Carolina
$1.38M -$38.7K -326 -3%
PIA
630
Perennial Investment Advisors
California
$1.37M – – –
PWM
631
Perigon Wealth Management
California
$1.37M +$4.75K +40 +0.3%
TAM
632
Tealwood Asset Management
Minnesota
$1.36M +$1.41M +11,879 New
BPC
633
Banque Pictet & Cie
Switzerland
$1.36M +$103K +870 +8%
PNAA
634
Pictet North America Advisors
Switzerland
$1.36M +$103K +870 +8%
WAM
635
World Asset Management
Michigan
$1.35M -$104K -874 -7%
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$1.35M +$2.85K +24 +0.2%
OIA
637
Optimum Investment Advisors
Illinois
$1.35M -$855K -7,204 -38%
MFS
638
Mirabella Financial Services
United Kingdom
$1.34M +$1.38M +11,664 New
LNC
639
Lincoln National Corp
Pennsylvania
$1.32M +$38.8K +327 +3%
FFA
640
First Foundation Advisors
California
$1.31M +$21.4K +180 +2%
TPCW
641
TD Private Client Wealth
New York
$1.31M +$134K +1,133 +11%
HL
642
HeadInvest LLC
Maine
$1.31M +$75.1K +633 +6%
BWM
643
BNC Wealth Management
Oregon
$1.3M +$48.5K +409 +4%
STC
644
Sarah T. Connolly
$1.3M -$39.8K -335 -3%
FT
645
Fiduciary Trust
Massachusetts
$1.3M +$236K +1,987 +21%
KWM
646
Keebeck Wealth Management
Illinois
$1.29M +$187K +1,572 +16%
FBFS
647
First Business Financial Services
Wisconsin
$1.28M +$1.07K +9 +0.1%
CRC
648
Curi RMB Capital
Illinois
$1.28M -$159K -1,337 -11%
CAM
649
Cresset Asset Management
Illinois
$1.27M -$348K -2,936 -21%
CC
650
Cannell & Co
New York
$1.26M -$46.5K -392 -3%
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