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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
926
Wharton Business Group
Pennsylvania
$305K – – –
LSA
927
Lion Street Advisors
Texas
$305K +$136K +1,356 +67%
NFC
928
Northeast Financial Consultants
Connecticut
$304K +$64.8K +646 +24%
OPS
929
Orion Portfolio Solutions
Nebraska
$303K +$59.5K +593 +22%
BJL
930
Brighton Jones LLC
Washington
$299K +$11.9K +119 +4%
CAMG
931
CWA Asset Management Group
Florida
$299K +$18.9K +189 +6%
FMLI
932
Fukoku Mutual Life Insurance
Japan
$297K -$28.1K -280 -8%
PI
933
PineBridge Investments
New York
$296K +$217K +2,169 +196%
SSG
934
Summit Securities Group
New York
$294K +$209K +2,085 +178%
CWM
935
Calamos Wealth Management
Illinois
$292K -$7.92K -79 -2%
NW
936
NewEdge Wealth
Pennsylvania
$291K -$250K -2,494 -44%
T
937
TOBAM
France
$291K +$19.6K +195 +6%
VPI
938
Value Partners Investments
Manitoba, Canada
$291K +$323K +3,217 New
ABC
939
Associated Banc-Corp
Wisconsin
$290K -$167K -1,662 -34%
GL
940
Graypoint LLC
New York
$283K +$59.1K +589 +23%
CT
941
Coastline Trust
Rhode Island
$281K +$312K +3,108 New
ZCA
942
Zeke Capital Advisors
Pennsylvania
$279K – – –
MME
943
Meag Munich Ergo
Germany
$279K +$100 +1 +0%
AR
944
Apeiron RIA
Texas
$275K +$304K +3,034 New
JIC
945
Johnson Investment Counsel
Ohio
$273K -$4.31K -43 -1%
CAG
946
Csenge Advisory Group
Florida
$273K +$6.22K +62 +2%
MIS
947
Morningstar Investment Services
Illinois
$273K +$18.8K +187 +7%
SCM
948
Stevens Capital Management
Pennsylvania
$273K +$303K +3,017 New
VST
949
Van Strum & Towne
California
$271K – – –
RIA
950
Realta Investment Advisors
Delaware
$270K +$299K +2,985 New
36 37
38
39 40