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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Anchor Investment Management
South Carolina
$1.24M -$7.29K -46 -0.5%
FTWA
852
Fifth Third Wealth Advisors
Ohio
$1.24M +$165K +1,040 +14%
PAI
853
Pittenger & Anderson Inc
Nebraska
$1.24M – – –
MFG
854
Merit Financial Group
Georgia
$1.23M +$724K +4,573 +125%
CSP
855
Cary Street Partners
Virginia
$1.22M +$1.3M +8,205 New
DWT
856
Dorsey & Whitney Trust
South Dakota
$1.22M +$13K +82 +1%
MIM
857
Morningstar Investment Management
Illinois
$1.22M – – –
TSWM
858
Triangle Securities Wealth Management
North Carolina
$1.22M -$44.8K -283 -3%
LC
859
Lindbrook Capital
California
$1.21M -$1.11K -7 -0.1%
VAS
860
Vestmark Advisory Solutions
Massachusetts
$1.2M +$288K +1,821 +29%
PG
861
Proffitt & Goodson
Tennessee
$1.18M -$10.3K -65 -0.8%
NA
862
Nautilus Advisors
California
$1.18M +$1.25M +7,915 New
CWM
863
Chemistry Wealth Management
New York
$1.17M -$15.8K -100 -1%
CASB
864
Cape Ann Savings Bank
Massachusetts
$1.17M -$17.3K -109 -1%
LWAM
865
Legacy Wealth Asset Management
Minnesota
$1.17M -$44.5K -281 -3%
YIH
866
Y-Intercept (HK)
Hong Kong
$1.17M +$1.24M +7,822 New
FCP
867
Fidelis Capital Partners
Florida
$1.14M -$106K -672 -9%
HA
868
Herold Advisors
New York
$1.13M -$168K -1,062 -12%
TM
869
TigerOak Management
New Mexico
$1.13M +$1.2M +7,580 New
NP
870
NorthRock Partners
Minnesota
$1.12M -$163K -1,031 -12%
MWM
871
Marietta Wealth Management
Georgia
$1.12M -$14.1K -89 -1%
BOC
872
Barbara Oil Co
Illinois
$1.12M – – –
ASN
873
Advisory Services Network
Georgia
$1.12M -$398K -2,513 -25%
MRI
874
Mad River Investors
Massachusetts
$1.11M -$24.6K -155 -2%
MADR
875
Milestones Administradora de Recursos
Brazil
$1.11M – – –
33 34
35
36 37