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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
801
Mount Yale Investment Advisors
Colorado
$570K -$45.2K -381 -7%
CFA
802
Capstone Financial Advisors
Illinois
$570K +$1.66K +14 +0.3%
HA
803
Harfst & Associates
Wyoming
$562K +$4.51K +38 +0.8%
WA
804
WP Advisors
California
$552K -$21.8K -184 -4%
ANTB
805
AMG National Trust Bank
Colorado
$552K -$5.93K -50 -1%
SWMP
806
Signature Wealth Management Partners
New Jersey
$545K -$23.7K -200 -4%
BRWM
807
B. Riley Wealth Management
Tennessee
$543K +$562K +4,733 New
KPW
808
Kore Private Wealth
New York
$533K +$70K +590 +15%
SVWAG
809
Sound View Wealth Advisors Group
Georgia
$532K +$22.8K +192 +4%
BRWA
810
B. Riley Wealth Advisors
Florida
$527K +$193K +1,627 +55%
MOS
811
MGO One Seven
Ohio
$525K -$26.3K -222 -6%
RMAM
812
Raab & Moskowitz Asset Management
New Jersey
$520K – – –
V
813
VeraBank
Texas
$519K – – –
PAM
814
Peak Asset Management
Colorado
$514K – – –
PA
815
Parallel Advisors
California
$514K +$58.5K +493 +12%
S
816
SignatureFD
Georgia
$511K +$32K +270 +6%
ACM
817
Allred Capital Management
Texas
$510K -$59.6K -502 -10%
CAM
818
Congress Asset Management
Massachusetts
$510K -$3.56K -30 -0.7%
TMAM
819
Tokio Marine Asset Management
Japan
$508K +$58.9K +496 +13%
SC
820
Savant Capital
Illinois
$504K +$16.9K +142 +3%
SIM
821
SSI Investment Management
California
$501K – – –
EGM
822
Engineers Gate Manager
New York
$500K +$517K +4,354 New
WANY
823
Wealthspire Advisors (New York)
New York
$494K +$249K +2,095 +95%
CFG
824
Citizens Financial Group
Rhode Island
$492K -$6.94M -58,506 -93%
XT
825
XTX Topco
Cayman Islands
$491K +$508K +4,279 New
31 32
33
34 35