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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
901
Forum Financial Management
Illinois
$594K -$7.14K -63 -1%
HTC
902
Haverford Trust Company
Pennsylvania
$594K +$6.8K +60 +1%
CA
903
Carson Advisory
Georgia
$594K -$113 -1 -0%
SLG
904
Stanley-Laman Group
Pennsylvania
$591K +$678K +5,978 New
PAM
905
Paradigm Asset Management
New York
$588K – – –
RMAM
906
Raab & Moskowitz Asset Management
New Jersey
$585K +$3.52K +31 +0.7%
ACM
907
Allred Capital Management
Texas
$584K -$25.7K -227 -5%
LT
908
Legacy Trust
Michigan
$577K -$1.93K -17 -0.4%
PI
909
PGGM Investments
Netherlands
$575K +$262K +2,314 +107%
BP
910
Ballentine Partners
Massachusetts
$570K +$67.9K +599 +16%
LSAG
911
Lake Street Advisors Group
New Hampshire
$569K +$502K +4,432 New
AC
912
AXQ Capital
New Jersey
$567K +$206K +1,813 +70%
GT
913
Glenview Trust
Kentucky
$563K +$70.3K +620 +16%
DAS
914
Dynamic Advisor Solutions
Arizona
$562K +$44.1K +389 +10%
RG
915
Rathbones Group
United Kingdom
$558K +$192K +1,695 +64%
PCM
916
Pointe Capital Management
Michigan
$555K +$5.33K +47 +1%
LOAMU
917
Lombard Odier Asset Management (USA)
New York
$552K – – –
SF
918
Summit Financial
New Jersey
$545K +$16.8K +148 +4%
CWM
919
Chesapeake Wealth Management
Virginia
$540K -$4.08K -36 -0.8%
SFCL
920
Strengthening Families & Communities LLC
Massachusetts
$539K +$43.8K +386 +10%
MWM
921
Meridian Wealth Management
Kentucky
$538K -$49.5K -437 -9%
EI
922
Ellevest Inc
New York
$535K +$59.7K +527 +14%
RPC
923
Rossmore Private Capital
Connecticut
$535K -$11.9K -105 -2%
KFC
924
Klingenstein Fields & Co
New York
$534K -$2.38K -21 -0.5%
LFG
925
Larson Financial Group
Missouri
$533K +$454K +4,003 +2,705%
35 36
37
38 39