ICE icon

Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
901
Campbell & Co Investment Adviser
Maryland
$605K +$47.7K +421 +10%
FFM
902
Forum Financial Management
Illinois
$594K -$7.14K -63 -1%
HTC
903
Haverford Trust Company
Pennsylvania
$594K +$6.8K +60 +1%
CA
904
Carson Advisory
Georgia
$594K -$113 -1 -0%
SLG
905
Stanley-Laman Group
Pennsylvania
$591K +$678K +5,978 New
PAM
906
Paradigm Asset Management
New York
$588K – – –
RMAM
907
Raab & Moskowitz Asset Management
New Jersey
$585K +$3.52K +31 +0.7%
ACM
908
Allred Capital Management
Texas
$584K -$25.7K -227 -5%
LT
909
Legacy Trust
Michigan
$577K -$1.93K -17 -0.4%
PI
910
PGGM Investments
Netherlands
$575K +$262K +2,314 +107%
BP
911
Ballentine Partners
Massachusetts
$570K +$67.9K +599 +16%
LSAG
912
Lake Street Advisors Group
New Hampshire
$569K +$502K +4,432 New
AC
913
AXQ Capital
New Jersey
$567K +$206K +1,813 +70%
GT
914
Glenview Trust
Kentucky
$563K +$70.3K +620 +16%
DAS
915
Dynamic Advisor Solutions
Arizona
$562K +$44.1K +389 +10%
RG
916
Rathbones Group
United Kingdom
$558K +$192K +1,695 +64%
PCM
917
Pointe Capital Management
Michigan
$555K +$5.33K +47 +1%
LOAMU
918
Lombard Odier Asset Management (USA)
New York
$552K – – –
SF
919
Summit Financial
New Jersey
$545K +$16.8K +148 +4%
CWM
920
Chesapeake Wealth Management
Virginia
$540K -$4.08K -36 -0.8%
SFCL
921
Strengthening Families & Communities LLC
Massachusetts
$539K +$43.8K +386 +10%
MWM
922
Meridian Wealth Management
Kentucky
$538K -$49.5K -437 -9%
EI
923
Ellevest Inc
New York
$535K +$59.7K +527 +14%
RPC
924
Rossmore Private Capital
Connecticut
$535K -$11.9K -105 -2%
KFC
925
Klingenstein Fields & Co
New York
$534K -$2.38K -21 -0.5%
35 36
37
38 39