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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MRI
676
Mad River Investors
Massachusetts
$1.03M -$72.7K -725 -6%
CIC
677
Cornercap Investment Counsel
Georgia
$1.02M -$14.5K -145 -1%
MWM
678
Mattern Wealth Management
Kansas
$1.02M -$65.2K -650 -5%
WP
679
WealthShield Partners
North Carolina
$1.02M +$68.3K +681 +6%
FTDI
680
First Trust Direct Indexing
Massachusetts
$1.01M -$6.82K -68 -0.6%
TAM
681
Tealwood Asset Management
Minnesota
$1.01M -$3.81K -38 -0.3%
BSW
682
Buckingham Strategic Wealth
Missouri
$1M +$12.4K +124 +1%
LFAS
683
Level Four Advisory Services
Texas
$1M +$106K +1,061 +11%
OIA
684
Optimum Investment Advisors
Illinois
$1M – – –
AIM
685
Aspen Investment Management
Michigan
$999K -$15K -150 -1%
IIM
686
Intact Investment Management
Quebec, Canada
$995K – – –
CK
687
Cohen Klingenstein
New York
$994K – – –
CRC
688
Curi RMB Capital
Illinois
$989K -$2.21K -22 -0.2%
MGP
689
Metis Global Partners
California
$982K +$110K +1,097 +11%
CNBT
690
Cornerstone National Bank & Trust
Illinois
$976K +$3.11K +31 +0.3%
AIA
691
Avalon Investment & Advisory
Texas
$965K -$27.5K -274 -3%
AA
692
Altman Advisors
Illinois
$961K +$25.7K +256 +2%
MTIC
693
Missouri Trust & Investment Company
Missouri
$949K -$2K -20 -0.2%
PWA
694
Pillar Wealth Advisors
Pennsylvania
$937K -$62.7K -625 -6%
ECM
695
Everence Capital Management
Indiana
$926K -$843K -8,410 -45%
AI
696
AdvisorShares Investments
Maryland
$922K – – –
PNAA
697
Pictet North America Advisors
Switzerland
$920K -$5.92K -59 -0.6%
HWP
698
Highline Wealth Partners
California
$920K +$1.02M +10,179 New
AI
699
AXS Investments
New York
$911K -$24.7K -246 -2%
BCV
700
Banque Cantonale Vaudoise
Switzerland
$911K +$31.9K +318 +3%
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