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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
826
Capstone Financial Advisors
Illinois
$553K +$1.98K +19 +0.4%
CWM
827
Chemistry Wealth Management
New York
$544K +$265K +2,541 +95%
NAS
828
Nicolet Advisory Services
Wisconsin
$538K +$98.8K +949 +24%
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$536K +$65.9K +633 +14%
MM
830
MQS Management
New York
$535K +$534K +5,129 New
9WM
831
9258 Wealth Management
Ohio
$534K +$47.4K +455 +10%
BRWA
832
B. Riley Wealth Advisors
Florida
$532K +$3.85K +37 +0.7%
MWM
833
Moran Wealth Management
Florida
$530K -$3.91M -37,594 -88%
TWI
834
Thomas White International
Illinois
$530K – – –
IDBONY
835
Israel Discount Bank of New York
New York
$528K -$27.9K -268 -5%
FCFC
836
First Commonwealth Financial Corp
Pennsylvania
$525K -$39.2K -376 -7%
GIM
837
Groesbeck Investment Management
New Jersey
$523K +$15.5K +149 +3%
FIM
838
Freedom Investment Management
Connecticut
$522K +$13.5K +130 +3%
CWP
839
Capital Wealth Planning
Florida
$518K -$71.8K -689 -12%
MCA
840
Martin Capital Advisors
Texas
$516K -$29.2K -280 -5%
LWM
841
Laidlaw Wealth Management
New York
$515K -$79.2K -761 -13%
PA
842
Parallel Advisors
California
$513K +$47.8K +459 +10%
WA
843
WP Advisors
California
$513K -$18.7K -180 -4%
CB
844
CNB Bank
Pennsylvania
$511K -$10.5K -101 -2%
AUB
845
Atlantic Union Bankshares
Virginia
$511K -$1.67K -16 -0.3%
CCIA
846
Campbell & Co Investment Adviser
Maryland
$511K +$510K +4,900 New
II
847
Inspire Investing
Idaho
$495K +$14.3K +137 +3%
HWM
848
Hohimer Wealth Management
Washington
$494K +$494K +4,741 New
ACM
849
Allred Capital Management
Texas
$489K +$2.71K +26 +0.6%
HTC
850
Haverford Trust Company
Pennsylvania
$488K +$57.9K +556 +13%
32 33
34
35 36