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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
676
Great Lakes Retirement
Ohio
$591K +$591K +6,367 New
CFGS
677
Concourse Financial Group Securities
Alabama
$590K +$393K +4,234 +197%
IA
678
IFP Advisors
Florida
$588K -$54.8K -591 -9%
MYIA
679
Mount Yale Investment Advisors
Colorado
$579K +$539K +5,809 New
SSWM
680
Sheets Smith Wealth Management
North Carolina
$578K -$13.3K -143 -2%
DFG
681
Demars Financial Group
Washington
$578K +$580K +6,246 New
BCP
682
Berkeley Capital Partners
Georgia
$576K +$1.76K +19 +0.3%
LOAME
683
Lombard Odier Asset Management (Europe)
United Kingdom
$574K – – –
6M
684
6 Meridian
Kansas
$573K +$21.7K +234 +4%
RMAM
685
Raab & Moskowitz Asset Management
New Jersey
$571K – – –
FNBOH
686
First National Bank of Hutchinson
Kansas
$568K -$8.63K -93 -1%
FA
687
FCG Advisors
New Jersey
$567K +$93 +1 +0%
EA
688
Emerald Advisers
Pennsylvania
$561K +$1.67K +18 +0.3%
GFP
689
Gryphon Financial Partners
Ohio
$561K +$5.47K +59 +1%
ABC
690
Associated Banc-Corp
Wisconsin
$558K -$1.67K -18 -0.3%
BAM
691
Belpointe Asset Management
Nevada
$556K +$148K +1,599 +36%
FIM
692
Fruth Investment Management
Texas
$555K – – –
IIM
693
Intact Investment Management
Quebec, Canada
$555K +$278K +3,000 +100%
CC
694
ClearArc Capital
Ohio
$550K -$233K -2,512 -30%
DWT
695
Dorsey & Whitney Trust
South Dakota
$538K +$7.89K +85 +1%
CA
696
Cetera Advisors
Colorado
$531K -$10.4K -112 -2%
ALAM
697
Asahi Life Asset Management
Japan
$529K +$531K +5,720 New
OI
698
Oakbrook Investments
Illinois
$526K -$2.18M -23,475 -81%
HAG
699
HighPoint Advisor Group
Illinois
$526K +$14K +151 +3%
CFG
700
Citizens Financial Group
Rhode Island
$524K +$173K +1,859 +49%
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