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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
726
Jay D. Rosenbaum
$1.03M +$42.4K +370 +4%
IRC
727
Investors Research Corp
Georgia
$1.03M +$3.32K +29 +0.3%
QCM
728
QRG Capital Management
Illinois
$1.02M +$1.06M +9,294 New
CNBT
729
Cornerstone National Bank & Trust
Illinois
$1.02M -$15.6K -136 -1%
JFG
730
Jefferies Financial Group
New York
$1.01M +$776K +6,772 +278%
RHAM
731
Round Hill Asset Management
California
$1.01M -$21.8K -190 -2%
ORAM
732
One River Asset Management
Connecticut
$1.01M +$1.04M +9,118 New
PVI
733
Pine Valley Investments
New Jersey
$1M +$43.5K +380 +4%
AG
734
AIA Group
Hong Kong
$995K +$1.04M +9,041 New
TIM
735
Timelo Investment Management
Ontario, Canada
$990K -$1.6M -14,000 -61%
DEA
736
DoubleLine ETF Adviser
Florida
$970K +$74.7K +652 +8%
UCFA
737
United Capital Financial Advisors
Texas
$966K -$450K -3,932 -31%
AIM
738
Anchor Investment Management
South Carolina
$960K -$67.1K -586 -6%
WW
739
Waterfront Wealth
Kansas
$957K +$48.2K +421 +5%
S
740
SignatureFD
Georgia
$953K +$66.2K +578 +7%
ACP
741
Arcus Capital Partners
Georgia
$950K +$28.4K +248 +3%
CA
742
Cetera Advisors
Colorado
$947K -$176K -1,540 -15%
BFM
743
Boston Financial Management
Massachusetts
$947K +$2.98K +26 +0.3%
CCFP
744
Charles Carroll Financial Partners
Massachusetts
$942K – – –
TSWM
745
Triangle Securities Wealth Management
North Carolina
$942K -$1.03K -9 -0.1%
CT
746
Chicago Trust
Illinois
$942K +$65K +567 +7%
BAM
747
Belpointe Asset Management
Nevada
$937K +$11.6K +101 +1%
PA
748
Paragon Advisors
Texas
$936K -$14.4K -126 -1%
TA
749
TCM Advisors
West Virginia
$930K – – –
FI
750
Financial Insights
Washington
$914K +$227K +1,984 +30%
28 29
30
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