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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
701
Simplicity Solutions
Minnesota
$910K -$26.3K -262 -3%
VAS
702
Vestmark Advisory Solutions
Massachusetts
$909K -$70.6K -704 -7%
EM
703
ELCO Management
New York
$905K – – –
AWMT
704
AAFMAA Wealth Management & Trust
North Carolina
$904K – – –
SFG
705
Summit Financial Group
West Virginia
$902K – – –
MC
706
Moors & Cabot
Massachusetts
$895K -$159K -1,584 -14%
LODC
707
Lanham O'Dell & Company
West Virginia
$894K – – –
TPW
708
Transatlantique Private Wealth
New York
$887K -$10.7K -107 -1%
CFCI
709
Comprehensive Financial Consultants Institutional
Indiana
$885K +$43.5K +434 +5%
BFS
710
Bard Financial Services
Connecticut
$879K -$25.1K -250 -3%
CIP
711
Capital Insight Partners
Arizona
$878K -$736K -7,345 -43%
EWM
712
Executive Wealth Management
Michigan
$877K -$867K -8,649 -91%
AWM
713
Apollon Wealth Management
South Carolina
$869K -$38.4K -383 -4%
ONB
714
Old National Bancorp
Indiana
$869K +$582K +5,804 +152%
APWM
715
Atlas Private Wealth Management
New York
$867K +$52.6K +525 +6%
GLA
716
Great Lakes Advisors
Illinois
$862K +$7.32K +73 +0.8%
RHAM
717
Round Hill Asset Management
California
$848K – – –
IRC
718
Investors Research Corp
Georgia
$848K +$88.3K +881 +10%
DBRC
719
D.B. Root & Company
Pennsylvania
$846K +$443K +4,419 +89%
RWP
720
RWA Wealth Partners
Massachusetts
$839K +$14.5K +145 +2%
AAS
721
Avantax Advisory Services
Texas
$827K +$189K +1,880 +26%
AMBIA
722
Allen Mooney & Barnes Investment Advisors
Georgia
$803K +$9.83K +98 +1%
OL
723
Optas LLC
Texas
$797K +$24.4K +243 +3%
CBT
724
Central Bank & Trust
Kentucky
$794K -$336K -3,355 -28%
AG
725
Ascent Group
Virginia
$778K -$2.21K -22 -0.3%
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