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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
926
Wharton Business Group
Pennsylvania
$347K – – –
NFC
927
Northeast Financial Consultants
Connecticut
$347K +$1.49K +15 +0.4%
1W
928
1776 Wealth
Georgia
$346K – – –
CC
929
Courier Capital
New York
$346K +$336K +3,371 New
CAMG
930
CWA Asset Management Group
Florida
$346K +$6.57K +66 +2%
GI
931
GAMCO Investors
Connecticut
$346K -$13.4K -135 -4%
T
932
TOBAM
France
$344K +$12.9K +130 +4%
HF
933
HRT Financial
New York
$342K +$333K +3,342 New
BP
934
Ballentine Partners
Massachusetts
$341K -$28K -281 -8%
ABC
935
Associated Banc-Corp
Wisconsin
$339K +$10.3K +103 +3%
VPI
936
Value Partners Investments
Manitoba, Canada
$338K +$7.67K +77 +2%
FMLI
937
Fukoku Mutual Life Insurance
Japan
$338K – – –
GFP
938
Gryphon Financial Partners
Ohio
$332K -$15.7K -158 -5%
BJL
939
Brighton Jones LLC
Washington
$331K -$7.77K -78 -2%
NW
940
NewEdge Wealth
Pennsylvania
$329K -$2.29K -23 -0.7%
CWM
941
Calamos Wealth Management
Illinois
$328K -$3.58K -36 -1%
RCA
942
Resonant Capital Advisors
Wisconsin
$327K +$317K +3,188 New
FI
943
Fosun International
China
$325K -$99.6K -1,000 -24%
IWC
944
Integrated Wealth Concepts
Massachusetts
$325K -$71.2K -715 -18%
AIM
945
Axiom Investment Management
New York
$318K +$13.3K +134 +5%
MIS
946
Morningstar Investment Services
Illinois
$318K +$22.4K +225 +8%
AR
947
Apeiron RIA
Texas
$318K +$6.47K +65 +2%
SEC
948
Seven Eight Capital
New York
$317K -$2.02M -20,239 -87%
RWM
949
Ritholtz Wealth Management
New York
$316K -$1.02M -10,204 -77%
HSA
950
HBK Sorce Advisory
Pennsylvania
$315K +$306K +3,076 New
36 37
38
39 40