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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
901
Covenant Partners
Tennessee
$531K -$388 -3 -0.1%
CAMG
902
CWA Asset Management Group
Florida
$529K +$3.88K +30 +0.8%
GL
903
Graypoint LLC
New York
$527K +$60.7K +470 +13%
FB
904
Fulton Bank
Pennsylvania
$513K -$611K -4,730 -55%
II
905
Inspire Investing
Idaho
$509K -$24.4K -189 -5%
ONB
906
Old National Bancorp
Indiana
$506K +$495K +3,828 New
BRWA
907
B. Riley Wealth Advisors
Florida
$505K -$119K -924 -19%
WP
908
WealthSource Partners
California
$505K +$2.07K +16 +0.4%
CAM
909
Congress Asset Management
Massachusetts
$503K +$10.2K +79 +2%
EWA
910
EverSource Wealth Advisors
Alabama
$503K +$170K +1,313 +53%
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$502K – – –
SP
912
Symmetry Partners
Connecticut
$499K – – –
PCM
913
Pointe Capital Management
Michigan
$497K +$9.43K +73 +2%
LCM
914
Laurion Capital Management
New York
$492K +$481K +3,721 New
NFC
915
Northeast Financial Consultants
Connecticut
$491K – – –
CP
916
CenterBook Partners
Connecticut
$491K +$480K +3,717 New
WT
917
Whittier Trust
California
$483K +$50.4K +390 +12%
ST
918
Smithfield Trust
Pennsylvania
$483K +$97.2K +752 +26%
LA
919
Latitude Advisors
Florida
$483K +$158K +1,223 +50%
MG
920
Mather Group
Illinois
$481K +$243K +1,884 +107%
SC
921
Scotia Capital
Ontario, Canada
$480K -$8.14K -63 -2%
TWM
922
Thrive Wealth Management
Pennsylvania
$479K +$66.3K +513 +16%
SBIA
923
Sheaff Brock Investment Advisors
Indiana
$478K -$5.04K -39 -1%
IWC
924
Integrated Wealth Concepts
Massachusetts
$477K +$34K +263 +8%
BA
925
Bellwether Advisors
Nebraska
$476K +$466K +3,604 New
35 36
37
38 39