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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
701
Sowell Financial Services
Arkansas
$636K +$383K +4,183 +152%
AI
702
Atom Investors
Texas
$634K +$633K +6,920 New
TH
703
TCTC Holdings
Texas
$633K -$37.5K -410 -6%
PTC
704
Private Trust Company
Ohio
$633K -$10.1K -110 -2%
BAM
705
Belpointe Asset Management
Nevada
$632K +$48.2K +526 +8%
AG
706
AlphaSimPlex Group
Massachusetts
$632K +$631K +6,896 New
CAN
707
Cetera Advisor Networks
California
$628K -$99K -1,081 -14%
AWM
708
AE Wealth Management
Kansas
$620K -$2.26M -24,634 -78%
IA
709
IFP Advisors
Florida
$619K +$27.8K +304 +5%
WAM
710
Wealthspire Advisors (Maryland)
Maryland
$612K -$12.6K -138 -2%
CQS
711
Credential Qtrade Securities
$608K +$19.6K +214 +3%
BOTW
712
Bank of the West
California
$606K -$78.2K -854 -11%
MWM
713
MorganRosel Wealth Management
Colorado
$606K -$27K -295 -4%
ANTB
714
AMG National Trust Bank
Colorado
$606K +$605K +6,614 New
KWM
715
Keebeck Wealth Management
Illinois
$599K +$129K +1,412 +27%
GCMG
716
Gyroscope Capital Management Group
Florida
$597K -$458 -5 -0.1%
WS
717
Wedbush Securities
California
$595K +$216K +2,359 +57%
GIM
718
Groesbeck Investment Management
New Jersey
$590K -$11.6K -127 -2%
HAG
719
HighPoint Advisor Group
Illinois
$588K +$60.5K +661 +12%
QI
720
Qtron Investments
Massachusetts
$585K +$585K +6,388 New
RCAG
721
Rehmann Capital Advisory Group
Michigan
$582K +$9.79K +107 +2%
DWT
722
Dorsey & Whitney Trust
South Dakota
$581K +$42.6K +465 +8%
CAMG
723
CWA Asset Management Group
Florida
$579K +$20.8K +227 +4%
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$579K +$562K +6,135 +3,316%
AL
725
Arnhold LLC
New York
$577K – – –
27 28
29
30 31