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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
926
Ellevest Inc
New York
$381K +$54.4K +502 +17%
EIP
927
Ellis Investment Partners
Pennsylvania
$381K -$10.1K -93 -3%
BCWM
928
Bartlett & Co Wealth Management
Ohio
$378K – – –
BC
929
Bartlett & Co
Ohio
$378K – – –
LAM
930
Lountzis Asset Management
Pennsylvania
$377K -$304K -2,804 -46%
MIM
931
MTM Investment Management
South Carolina
$377K +$2.71K +25 +0.8%
ETC
932
Exchange Traded Concepts
Oklahoma
$376K -$49.3K -455 -12%
CAL
933
Capital Advisors Ltd
Ohio
$373K +$109K +1,008 +44%
FMLI
934
Fukoku Mutual Life Insurance
Japan
$372K – – –
ABC
935
Associated Banc-Corp
Wisconsin
$370K -$1.08K -10 -0.3%
FWA
936
FSM Wealth Advisors
Ohio
$366K +$27K +249 +8%
NFC
937
Northeast Financial Consultants
Connecticut
$364K -$11.7K -108 -3%
GFP
938
Gryphon Financial Partners
Ohio
$362K +$6.71K +62 +2%
WAM
939
Wolverine Asset Management
Illinois
$361K – – –
SFCL
940
Strengthening Families & Communities LLC
Massachusetts
$361K +$345K +3,189 New
SIM
941
SSI Investment Management
California
$360K -$46.8K -432 -12%
JSC
942
Jackson Square Capital
California
$357K -$64.9K -599 -16%
DADC
943
D.A. Davidson & Co
Montana
$356K -$35.3K -326 -9%
DBT
944
Dubuque Bank & Trust
Iowa
$356K +$41K +379 +14%
MYIA
945
Mount Yale Investment Advisors
Colorado
$355K +$55.6K +513 +20%
RWM
946
Ritholtz Wealth Management
New York
$350K +$50.4K +465 +18%
PWP
947
Phillips Wealth Planners
Mississippi
$348K +$5.09K +47 +2%
CWM
948
Calamos Wealth Management
Illinois
$348K +$217 +2 +0.1%
PAM
949
Peak Asset Management
Colorado
$345K -$104K -963 -24%
IWC
950
Integrated Wealth Concepts
Massachusetts
$345K -$33.1K -306 -9%
36 37
38
39 40