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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
901
Financial Advocates Investment Management
Washington
$280K -$50.5K -487 -17%
BP
902
BBR Partners
New York
$280K +$6.85K +66 +3%
WT
903
Whittier Trust
California
$280K +$67.1K +647 +36%
MFG
904
Magnus Financial Group
New York
$278K -$6.95K -67 -3%
YIA
905
YHB Investment Advisors
Connecticut
$274K +$3.32K +32 +1%
CWP
906
Curated Wealth Partners
California
$274K +$246K +2,373 New
CBN
907
Cadence Bank NA
Texas
$274K +$247K +2,376 New
BCM
908
Breiter Capital Management
Florida
$273K +$726 +7 +0.3%
HR
909
Howe & Rusling
New York
$273K +$8.3K +80 +3%
CIC
910
Crawford Investment Counsel
Georgia
$269K -$158K -1,518 -39%
FNT
911
First National Trust
Pennsylvania
$269K -$4.15K -40 -2%
BP
912
Ballentine Partners
Massachusetts
$265K -$99.2K -956 -29%
CS
913
Comerica Securities
Michigan
$264K +$12.6K +121 +6%
IWC
914
Integrated Wealth Concepts
Massachusetts
$263K +$3.32K +32 +1%
BFM
915
Boston Financial Management
Massachusetts
$262K -$2.08K -20 -0.9%
FWM
916
Frontier Wealth Management
Missouri
$262K +$1.04K +10 +0.4%
FCA
917
FinTrust Capital Advisors
South Carolina
$261K -$4.46K -43 -2%
RG
918
Rikoon Group
New Mexico
$254K +$228K +2,201 New
HIA
919
Harbor Investment Advisory
Maryland
$251K +$52.4K +505 +30%
P
920
Palladiem
Pennsylvania
$251K +$226K +2,181 New
MC
921
Middleton & Co
Massachusetts
$249K – – –
EWM
922
EPG Wealth Management
Georgia
$249K +$224K +2,162 New
ECM
923
Elgethun Capital Management
South Dakota
$248K – – –
MWM
924
Modera Wealth Management
New Jersey
$248K +$223K +2,149 New
SNT
925
Security National Trust
West Virginia
$247K – – –
35 36
37
38 39