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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
926
1776 Wealth
Georgia
$317K -$14K -131 -4%
BC
927
Bartlett & Co
Ohio
$317K -$6.09K -57 -2%
DMBA
928
Deseret Mutual Benefit Administrators
Utah
$317K +$11K +103 +3%
QCM
929
Quantinno Capital Management
New York
$317K +$57.3K +536 +19%
BFM
930
Boston Financial Management
Massachusetts
$315K +$109K +1,021 +44%
GFP
931
Gryphon Financial Partners
Ohio
$313K -$1.6K -15 -0.4%
CWM
932
Calamos Wealth Management
Illinois
$312K -$515K -4,820 -59%
M
933
Mirova
France
$306K +$348K +3,256 New
BJL
934
Brighton Jones LLC
Washington
$300K -$11.5K -108 -3%
SIG
935
Stonegate Investment Group
Alabama
$299K +$38.2K +357 +13%
WWP
936
WR Wealth Planners
Missouri
$297K +$8.87K +83 +3%
BTWM
937
Baker Tilly Wealth Management
Wisconsin
$296K +$4.92K +46 +1%
DADC
938
D.A. Davidson & Co
Montana
$295K -$23.4K -219 -7%
CAMG
939
CWA Asset Management Group
Florida
$293K -$94.9K -888 -22%
PIM
940
Perpetual Investment Management
Australia
$292K +$131K +1,223 +65%
ZCA
941
Zeke Capital Advisors
Pennsylvania
$290K -$12.6K -118 -4%
MME
942
Meag Munich Ergo
Germany
$290K +$330K +3,085 New
JIC
943
Johnson Investment Counsel
Ohio
$288K +$37.5K +351 +13%
SG
944
StoneX Group
New York
$287K +$326K +3,047 New
T
945
TOBAM
France
$285K +$165K +1,546 +104%
OPW
946
Oxler Private Wealth
New York
$285K +$1.28K +12 +0.4%
VST
947
Van Strum & Towne
California
$282K – – –
CWS
948
Confluence Wealth Services
Pennsylvania
$282K +$29.7K +278 +12%
PA
949
Pinnacle Associates
New York
$282K +$321K +2,998 New
LSA
950
Lion Street Advisors
Texas
$279K +$31.5K +295 +17%
36 37
38
39 40