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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
776
MBM Wealth Consultants
Missouri
$1.16M +$14.3K +108 +1%
HA
777
Herold Advisors
New York
$1.15M +$1.11M +8,391 New
PI
778
PGGM Investments
Netherlands
$1.15M +$519K +3,910 +87%
PAI
779
Pittenger & Anderson Inc
Nebraska
$1.14M – – –
LWAM
780
Legacy Wealth Asset Management
Minnesota
$1.13M -$204K -1,533 -16%
BPA
781
Beacon Pointe Advisors
California
$1.13M -$396K -2,980 -27%
MIM
782
Morningstar Investment Management
Illinois
$1.13M – – –
S
783
SignatureFD
Georgia
$1.12M -$170K -1,279 -14%
TA
784
TCM Advisors
West Virginia
$1.12M – – –
RIA
785
Realta Investment Advisors
Delaware
$1.12M +$12.1K +91 +1%
PG
786
Proffitt & Goodson
Tennessee
$1.1M -$26.8K -202 -2%
FI
787
Financial Insights
Washington
$1.1M -$89K -670 -8%
VSQM
788
V-Square Quantitative Management
Illinois
$1.1M +$664 +5 +0.1%
MOS
789
MGO One Seven
Ohio
$1.1M +$80.6K +607 +8%
EF
790
Empirical Finance
Pennsylvania
$1.1M +$112K +844 +12%
ZB
791
Zions Bancorporation
Utah
$1.09M +$6.24K +47 +0.6%
HA
792
Harfst & Associates
Wyoming
$1.08M -$1.58M -11,866 -60%
BAM
793
Belpointe Asset Management
Nevada
$1.08M -$42.8K -322 -4%
CT
794
Chicago Trust
Illinois
$1.08M -$2.26K -17 -0.2%
ILI
795
Invesco LLC (Illinois)
Illinois
$1.08M +$348K +2,623 +50%
9WM
796
9258 Wealth Management
Ohio
$1.07M +$26K +196 +3%
CWM
797
Chemistry Wealth Management
New York
$1.07M +$36.8K +277 +4%
CASB
798
Cape Ann Savings Bank
Massachusetts
$1.07M -$16.6K -125 -2%
NB
799
NBT Bank
New York
$1.07M +$55.9K +421 +6%
PS
800
Principal Securities
Iowa
$1.06M +$72.8K +548 +8%
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