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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
751
MBM Wealth Consultants
Missouri
$856K +$137K +1,263 +21%
TH
752
TCTC Holdings
Texas
$851K – – –
BOC
753
Barbara Oil Co
Illinois
$848K – – –
PWAG
754
Polaris Wealth Advisory Group
California
$846K +$73.9K +682 +10%
AMBIA
755
Allen Mooney & Barnes Investment Advisors
Georgia
$842K -$58K -536 -7%
BFA
756
Buttonwood Financial Advisors
Maryland
$827K +$975 +9 +0.1%
AWP
757
Accretive Wealth Partners
New Jersey
$825K +$38.7K +357 +5%
FMAEN1
758
Fund Management at Engine No 1
California
$824K +$55.7K +514 +8%
MTIC
759
Missouri Trust & Investment Company
Missouri
$814K -$99.1K -915 -11%
LPP
760
Long Path Partners
Connecticut
$813K +$328K +3,026 +73%
PIA
761
Perennial Investment Advisors
California
$811K -$93.5K -863 -11%
RWB
762
RMR Wealth Builders
New Jersey
$807K +$108 +1 +0%
SFI
763
Siemens Fonds Invest
Germany
$803K – – –
SM
764
Sciencast Management
New Jersey
$800K +$769K +7,100 New
OL
765
Optas LLC
Texas
$790K +$7.58K +70 +1%
CWG
766
C WorldWide Group
Denmark
$789K -$521K -4,809 -41%
CRWM
767
Castle Rock Wealth Management
California
$787K +$21K +194 +3%
RCAG
768
Rehmann Capital Advisory Group
Michigan
$786K -$4.55K -42 -0.6%
ACH
769
ArrowMark Colorado Holdings
Colorado
$781K – – –
SC
770
Savant Capital
Illinois
$774K +$48.2K +445 +7%
IB
771
Intrust Bank
Kansas
$773K -$25.2K -233 -3%
DDPIC
772
Deroy & Devereaux Private Investment Counsel
Michigan
$769K +$736K +6,798 New
CI
773
Cigna Investments
Connecticut
$755K -$3.79K -35 -0.5%
TPW
774
Transatlantique Private Wealth
New York
$752K +$32.2K +297 +5%
CGL
775
Clarius Group LLC
Washington
$750K +$48.9K +452 +7%
29 30
31
32 33