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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
701
Advisory Services Network
Georgia
$979K -$1.18M -11,066 -52%
SS
702
Simplicity Solutions
Minnesota
$971K +$11.1K +104 +1%
AI
703
AXS Investments
New York
$971K +$1.1M +10,326 New
PIA
704
Perennial Investment Advisors
California
$964K – – –
LNWWM
705
Laird Norton Wetherby Wealth Management
California
$963K -$303K -2,831 -22%
PNAA
706
Pictet North America Advisors
Switzerland
$963K +$15.4K +144 +1%
AI
707
AdvisorShares Investments
Maryland
$959K -$16.5K -154 -1%
EM
708
ELCO Management
New York
$942K -$18.2K -170 -2%
LFAS
709
Level Four Advisory Services
Texas
$942K +$355K +3,321 +50%
AWM
710
Apollon Wealth Management
South Carolina
$941K -$32.2K -301 -3%
AWMT
711
AAFMAA Wealth Management & Trust
North Carolina
$940K +$1.07M +10,000 New
BFS
712
Bard Financial Services
Connecticut
$938K – – –
SFG
713
Summit Financial Group
West Virginia
$938K – – –
TPW
714
Transatlantique Private Wealth
New York
$933K +$1.06M +9,924 New
LODC
715
Lanham O'Dell & Company
West Virginia
$931K -$10.7K -100 -1%
MC
716
Machina Capital
France
$923K +$517K +4,835 +97%
BCV
717
Banque Cantonale Vaudoise
Switzerland
$918K -$43.6K -408 -4%
MGP
718
Metis Global Partners
California
$918K +$92.8K +868 +10%
LCH
719
Lee Capital Holdings
New York
$913K +$1.04M +9,705 New
GCM
720
Graham Capital Management
Connecticut
$909K -$644K -6,025 -38%
CC
721
Centiva Capital
New York
$905K +$649K +6,072 +171%
TPCW
722
TD Private Client Wealth
New York
$896K -$21.3K -199 -2%
EWM
723
Executive Wealth Management
Michigan
$895K -$143K -1,335 -12%
GLA
724
Great Lakes Advisors
Illinois
$890K +$73.5K +688 +8%
RHAM
725
Round Hill Asset Management
California
$882K – – –
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