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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
676
First Trust Direct Indexing
Massachusetts
$1.06M +$18.4K +172 +2%
TAM
677
Tealwood Asset Management
Minnesota
$1.06M +$962 +9 +0.1%
IC
678
IEQ Capital
California
$1.05M -$148K -1,385 -11%
AIM
679
Aspen Investment Management
Michigan
$1.05M +$2.67K +25 +0.2%
PP
680
Prudential plc
United Kingdom
$1.05M -$163K -1,523 -12%
VVP
681
Venture Visionary Partners
Ohio
$1.05M +$38.8K +363 +3%
AA
682
Altman Advisors
Illinois
$1.04M +$10.9K +102 +1%
OIA
683
Optimum Investment Advisors
Illinois
$1.04M – – –
FBFS
684
First Business Financial Services
Wisconsin
$1.04M -$74.8K -700 -6%
CPC
685
Consolidated Planning Corp
Georgia
$1.04M +$1.18M +11,027 New
IIM
686
Intact Investment Management
Quebec, Canada
$1.03M +$53.5K +500 +5%
CK
687
Cohen Klingenstein
New York
$1.03M – – –
PWA
688
Pillar Wealth Advisors
Pennsylvania
$1.03M – – –
BSW
689
Buckingham Strategic Wealth
Missouri
$1.03M +$21.8K +204 +2%
WWM
690
Western Wealth Management
Colorado
$1.03M +$92.3K +863 +9%
CRC
691
Curi RMB Capital
Illinois
$1.03M -$18.4K -172 -2%
AIA
692
Avalon Investment & Advisory
Texas
$1.03M -$276K -2,583 -19%
NGA
693
Naples Global Advisors
Florida
$1.03M +$259K +2,426 +28%
IA
694
IFP Advisors
Florida
$1.01M – – –
VAS
695
Vestmark Advisory Solutions
Massachusetts
$1.01M +$298K +2,785 +35%
CNBT
696
Cornerstone National Bank & Trust
Illinois
$1.01M +$68.4K +640 +6%
HAG
697
HighPoint Advisor Group
Illinois
$1.01M +$1.13M +10,570 New
WP
698
WealthShield Partners
North Carolina
$996K +$125K +1,169 +12%
MTIC
699
Missouri Trust & Investment Company
Missouri
$990K +$89.8K +840 +9%
SRC
700
Samson Rock Capital
United Kingdom
$987K +$1.12M +10,500 New
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