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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
901
Ritholtz Wealth Management
New York
$696K -$12.2K -92 -2%
DA
902
Doliver Advisors
Texas
$695K -$77.8K -586 -10%
DWM
903
Dynasty Wealth Management
Florida
$692K +$669K +5,034 New
NA
904
Navellier & Associates
Nevada
$691K – – –
RAM
905
Ramirez Asset Management
New York
$689K – – –
GIM
906
Groesbeck Investment Management
New Jersey
$682K – – –
CT
907
Caldwell Trust
Florida
$681K -$50.5K -380 -7%
MCA
908
Martin Capital Advisors
Texas
$679K – – –
EWM
909
Evermay Wealth Management
Virginia
$672K -$5.31K -40 -0.8%
APWM
910
Argonautica Private Wealth Management
Massachusetts
$671K +$4.78K +36 +0.7%
WWP
911
WR Wealth Planners
Missouri
$671K +$6.51K +49 +1%
RC
912
Rovin Capital
Arizona
$670K -$31.7K -239 -5%
BP
913
Ballentine Partners
Massachusetts
$664K +$53K +399 +9%
RCM
914
RB Capital Management
Nevada
$663K -$39.3K -296 -6%
HWM
915
Hohimer Wealth Management
Washington
$662K +$14.3K +108 +2%
HTC
916
Haverford Trust Company
Pennsylvania
$661K +$24.8K +187 +4%
WA
917
WP Advisors
California
$655K -$11.3K -85 -2%
SFCL
918
Strengthening Families & Communities LLC
Massachusetts
$651K +$71.2K +536 +13%
SLG
919
Stanley-Laman Group
Pennsylvania
$645K +$112K +841 +14%
CB
920
CNB Bank
Pennsylvania
$645K -$39.2K -295 -6%
DAS
921
Dynamic Advisor Solutions
Arizona
$644K +$28.4K +214 +5%
WIA
922
World Investment Advisors
California
$641K +$620K +4,667 New
DWM
923
Dakota Wealth Management
Florida
$639K +$69.7K +525 +13%
CA
924
Carson Advisory
Georgia
$638K +$2.13K +16 +0.3%
EI
925
Ellevest Inc
New York
$637K +$62K +467 +11%
35 36
37
38 39