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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
776
Cape Ann Savings Bank
Massachusetts
$1.01M -$18.4K -162 -2%
AMBIA
777
Allen Mooney & Barnes Investment Advisors
Georgia
$1.01M +$31.2K +275 +4%
MRI
778
Mad River Investors
Massachusetts
$1M -$298K -2,630 -25%
MWM
779
MGB Wealth Management
Texas
$981K +$866K +7,634 New
CCMG
780
Clark Capital Management Group
Pennsylvania
$980K +$865K +7,629 New
BC
781
Bowman & Company
Wisconsin
$977K +$58K +512 +7%
9WM
782
9258 Wealth Management
Ohio
$977K +$199K +1,752 +30%
IIM
783
Intact Investment Management
Quebec, Canada
$976K – – –
TH
784
TCTC Holdings
Texas
$967K – – –
MWM
785
Marietta Wealth Management
Georgia
$965K -$13.2K -116 -2%
CWM
786
Chemistry Wealth Management
New York
$965K +$254K +2,241 +43%
IAA
787
Independent Advisor Alliance
North Carolina
$965K -$7.82K -69 -0.9%
BOC
788
Barbara Oil Co
Illinois
$963K – – –
BAM
789
Bosun Asset Management
Illinois
$950K +$612K +5,400 +270%
AWP
790
Accretive Wealth Partners
New Jersey
$950K +$1.25K +11 +0.1%
MOS
791
MGO One Seven
Ohio
$947K +$151K +1,331 +22%
NB
792
NBT Bank
New York
$942K +$101K +892 +14%
IB
793
Intrust Bank
Kansas
$924K +$32.7K +288 +4%
PS
794
Principal Securities
Iowa
$921K +$813K +7,171 New
OIA
795
Optimum Investment Advisors
Illinois
$919K -$105K -924 -11%
EF
796
Empirical Finance
Pennsylvania
$916K +$48.4K +427 +6%
NP
797
NorthRock Partners
Minnesota
$915K +$452K +3,988 +127%
CRWM
798
Castle Rock Wealth Management
California
$910K -$2.83K -25 -0.3%
EF
799
Empowered Funds
Pennsylvania
$909K +$137K +1,209 +21%
LBWM
800
Left Brain Wealth Management
Illinois
$908K -$60.5K -534 -7%
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