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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
926
Bartlett & Co Wealth Management
Ohio
$531K +$87.6K +773 +23%
BC
927
Bartlett & Co
Ohio
$530K +$87.6K +773 +23%
DWM
928
Dakota Wealth Management
Florida
$530K +$20.3K +179 +5%
AUB
929
Atlantic Union Bankshares
Virginia
$530K – – –
II
930
Inspire Investing
Idaho
$529K +$12K +106 +3%
MAWA
931
Moss Adams Wealth Advisors
Washington
$528K +$24.9K +220 +6%
CGL
932
Clarius Group LLC
Washington
$523K -$118K -1,044 -20%
HC
933
Hara Capital
Washington
$521K +$460K +4,060 New
SP
934
Symmetry Partners
Connecticut
$520K -$46.6K -411 -9%
ANTB
935
AMG National Trust Bank
Colorado
$520K – – –
FA
936
FDx Advisors
Illinois
$519K +$34.1K +301 +8%
PVH
937
Psagot Value Holdings
Israel
$514K – – –
FHA
938
First Horizon Advisors
Tennessee
$514K -$2.38K -21 -0.5%
WTC
939
WhitTier Trust Company
Nevada
$513K -$11.1K -98 -2%
GFP
940
Gryphon Financial Partners
Ohio
$511K +$138K +1,220 +39%
SI
941
Seeds Investor
New York
$506K +$447K +3,943 New
FCB
942
First County Bank
Connecticut
$506K +$14.2K +125 +3%
V
943
VeraBank
Texas
$502K – – –
FCI
944
Financial Counselors Inc
Kansas
$501K +$5.67K +50 +1%
GEM
945
Global Endowment Management
North Carolina
$498K +$440K +3,880 New
MIM
946
MTM Investment Management
South Carolina
$493K – – –
CFGS
947
Concourse Financial Group Securities
Alabama
$492K -$65.4K -577 -13%
FNBOH
948
First National Bank of Hutchinson
Kansas
$489K -$28.9K -255 -6%
STA
949
Summit Trail Advisors
New York
$488K +$32K +282 +8%
ITC
950
Inspire Trust Company
Nevada
$488K +$431K +3,800 New
36 37
38
39 40