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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
901
Angeles Investment Advisors
California
$335K +$347K +2,920 New
ST
902
Smithfield Trust
Pennsylvania
$334K – – –
EIP
903
Ellis Investment Partners
Pennsylvania
$334K +$593 +5 +0.2%
BFM
904
Boothbay Fund Management
New York
$332K +$343K +2,893 New
ANB
905
Amarillo National Bank
Texas
$330K – – –
WPW
906
Waldron Private Wealth
Pennsylvania
$330K +$63K +531 +23%
WFI
907
West Family Investments
California
$328K +$339K +2,855 New
CBT
908
CoreFirst Bank & Trust
Kansas
$325K – – –
AA
909
ALPS Advisors
Colorado
$324K – – –
NAS
910
Nicolet Advisory Services
Wisconsin
$322K +$92.2K +777 +39%
JF
911
JSF Financial
California
$322K +$333K +2,802 New
TC
912
TwinBeech Capital
New York
$321K +$332K +2,795 New
SIMM
913
Stillwater Investment Management (Minnesota)
Minnesota
$319K +$949 +8 +0.3%
JAG
914
Journey Advisory Group
Kentucky
$317K +$327K +2,759 New
CCP
915
Cardan Capital Partners
Colorado
$316K -$13.5K -114 -4%
BS
916
Boenning & Scattergood
Pennsylvania
$316K – – –
ACP
917
Ashfield Capital Partners
California
$312K – – –
MFW
918
Meristem Family Wealth
Minnesota
$312K +$30.6K +258 +11%
WP
919
WMS Partners
Maryland
$310K -$3.09K -26 -1%
SWM
920
SeaCrest Wealth Management
New York
$310K +$2.85K +24 +0.9%
ITIM
921
Indiana Trust & Investment Management
Indiana
$308K -$5.93K -50 -2%
OPOWM
922
One Plus One Wealth Management
Florida
$303K +$39.6K +334 +14%
BA
923
Bristlecone Advisors
Washington
$302K – – –
CBN
924
Cadence Bank NA
Texas
$299K +$26.6K +224 +9%
BOPW
925
Brandywine Oak Private Wealth
Pennsylvania
$298K -$67.7K -570 -18%
35 36
37
38 39