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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
676
IEQ Capital
California
$1.11M +$126K +1,063 +12%
KWM
677
Kingsview Wealth Management
Oregon
$1.1M +$54.7K +461 +5%
VVP
678
Venture Visionary Partners
Ohio
$1.1M +$67.9K +572 +6%
SIM
679
Sentry Investment Management
Wisconsin
$1.08M -$512K -4,318 -31%
RHAM
680
Round Hill Asset Management
California
$1.08M – – –
OL
681
Optas LLC
Texas
$1.08M +$1.54K +13 +0.1%
AI
682
AdvisorShares Investments
Maryland
$1.07M – – –
TI
683
Tidal Investments
Wisconsin
$1.06M -$11.9M -100,588 -92%
JDR
684
Jay D. Rosenbaum
$1.06M -$48.7K -410 -4%
OC
685
Oppenheimer & Co
New York
$1.04M -$15K -126 -1%
FA
686
FMA Advisory
Pennsylvania
$1.04M +$219K +1,843 +25%
FCM
687
Fairbanks Capital Management
California
$1.04M +$29.3K +247 +3%
IA
688
IFP Advisors
Florida
$1.04M +$60.3K +508 +6%
OSAM
689
O'Shaughnessy Asset Management
Connecticut
$1.03M -$78.3K -660 -7%
CNBT
690
Cornerstone National Bank & Trust
Illinois
$1.02M +$41.8K +352 +4%
APWM
691
Atlas Private Wealth Management
New York
$1.02M -$22.4K -189 -2%
AUB
692
Atlantic Union Bankshares
Virginia
$1.02M -$28.5K -240 -3%
TP
693
Tranquility Partners
Tennessee
$1.02M +$22K +185 +2%
BAM
694
Belpointe Asset Management
Nevada
$1.01M -$55.2K -465 -5%
CAN
695
Cetera Advisor Networks
California
$1.01M -$55.8K -470 -5%
PDN
696
Pensionfund DSM Netherlands
Netherlands
$976K -$2.91M -24,500 -74%
SFI
697
Siemens Fonds Invest
Germany
$971K +$1M +8,461 New
SAM
698
Silvercrest Asset Management
New York
$970K +$43.7K +368 +5%
CBB
699
Citizens Business Bank
California
$964K – – –
HWM
700
Hohimer Wealth Management
Washington
$964K +$13.6K +115 +1%
26 27
28
29 30