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Intercontinental Exchange
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
826
Martin Capital Advisors
Texas
$536K +$2.99K +30 +0.6%
SF
827
Summit Financial
New Jersey
$536K -$245K -2,461 -32%
FB
828
Fulton Bank
Pennsylvania
$535K +$11.4K +114 +2%
CG
829
Caprock Group
Idaho
$535K -$80.2K -805 -13%
SFA
830
Sequoia Financial Advisors
Ohio
$527K +$116K +1,169 +29%
BIA
831
Benchmark Investment Advisors
Illinois
$523K -$74K -743 -13%
WA
832
WP Advisors
California
$523K +$7.47K +75 +1%
TWI
833
Thomas White International
Illinois
$522K – – –
BRWA
834
B. Riley Wealth Advisors
Florida
$519K +$77.7K +780 +18%
CB
835
CNB Bank
Pennsylvania
$513K +$2.99K +30 +0.6%
LCM
836
Laurion Capital Management
New York
$513K +$16.6K +167 +3%
PFS
837
Prospera Financial Services
Texas
$510K +$113K +1,137 +30%
AUB
838
Atlantic Union Bankshares
Virginia
$505K -$43.8K -440 -8%
FIM
839
Freedom Investment Management
Connecticut
$500K -$29.8K -299 -6%
GIM
840
Groesbeck Investment Management
New Jersey
$499K – – –
BC
841
Bowman & Company
Wisconsin
$499K -$31K -311 -6%
ANTB
842
AMG National Trust Bank
Colorado
$495K -$94.9K -953 -16%
ZCA
843
Zeke Capital Advisors
Pennsylvania
$494K +$172K +1,729 +56%
CT
844
Coastline Trust
Rhode Island
$491K +$167K +1,680 +54%
BPA
845
Beacon Pointe Advisors
California
$487K -$12.1K -121 -2%
SC
846
Savant Capital
Illinois
$485K +$53.8K +540 +13%
GBT
847
Grove Bank & Trust
Florida
$484K -$123K -1,233 -21%
ACL
848
Applied Capital LLC
Florida
$480K +$466K +4,682 New
ACM
849
Allred Capital Management
Texas
$479K -$2.49K -25 -0.5%
9WM
850
9258 Wealth Management
Ohio
$478K +$15.5K +156 +3%
32 33
34
35 36