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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
801
Schechter Investment Advisors
Michigan
$681K +$172K +1,590 +36%
FB
802
Fulton Bank
Pennsylvania
$681K +$67K +619 +11%
CG
803
Cutler Group
California
$679K -$43.3K -400 -6%
FIM
804
Fruth Investment Management
Texas
$678K – – –
EWA
805
EP Wealth Advisors
California
$678K -$1.48M -13,701 -71%
FRM
806
Fox Run Management
Connecticut
$669K +$641K +5,917 New
PP
807
Paloma Partners
Connecticut
$658K +$308K +2,845 +96%
MCA
808
Magnolia Capital Advisors
Mississippi
$652K -$650 -6 -0.1%
TWM
809
Thrive Wealth Management
Pennsylvania
$647K -$14.7K -136 -2%
HCPC
810
Hamilton Capital Partners (Canada)
$645K – – –
9WM
811
9258 Wealth Management
Ohio
$642K +$61K +563 +11%
DA
812
Doliver Advisors
Texas
$642K +$11.8K +109 +2%
OHWP
813
Oak Harbor Wealth Partners
North Carolina
$638K +$1.41K +13 +0.2%
CC
814
Commons Capital
Massachusetts
$635K -$1.19K -11 -0.2%
MOS
815
MGO One Seven
Ohio
$631K +$139K +1,281 +30%
VFA
816
Valeo Financial Advisors
Indiana
$626K +$183K +1,692 +44%
FCFC
817
First Commonwealth Financial Corp
Pennsylvania
$622K +$49.7K +459 +9%
CG
818
Caprock Group
Idaho
$622K -$145K -1,339 -20%
PA
819
Parallel Advisors
California
$616K +$57.1K +527 +11%
RCM
820
RB Capital Management
Nevada
$614K -$8.55K -79 -1%
SFA
821
Sequoia Financial Advisors
Ohio
$606K -$6.61K -61 -1%
IVP
822
Intrinsic Value Partners
Arizona
$605K -$17.1K -158 -3%
MWM
823
Meridian Wealth Management
Kentucky
$604K -$30.5K -282 -5%
BCP
824
Berkeley Capital Partners
Georgia
$604K -$108 -1 -0%
CB
825
CNB Bank
Pennsylvania
$597K +$40.9K +378 +8%
31 32
33
34 35