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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
751
Pittenger & Anderson Inc
Nebraska
$913K – – –
PFS
752
Prospera Financial Services
Texas
$907K +$253K +2,210 +37%
FCM
753
Fairbanks Capital Management
California
$905K -$48K -419 -5%
DWT
754
Dorsey & Whitney Trust
South Dakota
$903K -$65.6K -573 -7%
NIM
755
NEOS Investment Management
Connecticut
$901K +$938K +8,185 New
FMAEN1
756
Fund Management at Engine No 1
California
$900K +$102K +893 +12%
PWAG
757
Polaris Wealth Advisory Group
California
$897K +$76.6K +669 +9%
EGM
758
Engineers Gate Manager
New York
$891K +$928K +8,097 New
BRWA
759
B. Riley Wealth Advisors
Florida
$889K +$224K +1,959 +32%
OIA
760
Optimum Investment Advisors
Illinois
$889K -$36.7K -320 -4%
CASB
761
Cape Ann Savings Bank
Massachusetts
$887K +$4.81K +42 +0.5%
ASN
762
Advisory Services Network
Georgia
$877K -$229 -2 -0%
MWC
763
MBM Wealth Consultants
Missouri
$866K +$49.1K +429 +6%
SEC
764
Seven Eight Capital
New York
$860K +$498K +4,344 +125%
PG
765
Proffitt & Goodson
Tennessee
$844K -$56.5K -493 -6%
TCM
766
Teza Capital Management
Illinois
$844K +$879K +7,671 New
MWM
767
Marietta Wealth Management
Georgia
$839K -$354K -3,090 -29%
LBWM
768
Left Brain Wealth Management
Illinois
$836K -$53.8K -470 -6%
IIM
769
Intact Investment Management
Quebec, Canada
$836K -$137K -1,200 -14%
IAA
770
Independent Advisor Alliance
North Carolina
$834K -$1.15K -10 -0.1%
AMBIA
771
Allen Mooney & Barnes Investment Advisors
Georgia
$831K +$12.8K +112 +2%
TH
772
TCTC Holdings
Texas
$828K – – –
BOC
773
Barbara Oil Co
Illinois
$825K – – –
TPCM
774
Templeton & Phillips Capital Management
Tennessee
$818K +$852K +7,433 New
BCM
775
Becker Capital Management
Oregon
$818K -$10.5M -92,048 -93%
29 30
31
32 33