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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
926
Larson Financial Group
Missouri
$533K +$454K +4,003 +2,705%
BCWM
927
Bartlett & Co Wealth Management
Ohio
$531K +$87.6K +773 +23%
BC
928
Bartlett & Co
Ohio
$530K +$87.6K +773 +23%
DWM
929
Dakota Wealth Management
Florida
$530K +$20.3K +179 +5%
AUB
930
Atlantic Union Bankshares
Virginia
$530K – – –
II
931
Inspire Investing
Idaho
$529K +$12K +106 +3%
MAWA
932
Moss Adams Wealth Advisors
Washington
$528K +$24.9K +220 +6%
CGL
933
Clarius Group LLC
Washington
$523K -$118K -1,044 -20%
HC
934
Hara Capital
Washington
$521K +$460K +4,060 New
SP
935
Symmetry Partners
Connecticut
$520K -$46.6K -411 -9%
ANTB
936
AMG National Trust Bank
Colorado
$520K – – –
FA
937
FDx Advisors
Illinois
$519K +$34.1K +301 +8%
PVH
938
Psagot Value Holdings
Israel
$514K – – –
FHA
939
First Horizon Advisors
Tennessee
$514K -$2.38K -21 -0.5%
WTC
940
WhitTier Trust Company
Nevada
$513K -$11.1K -98 -2%
GFP
941
Gryphon Financial Partners
Ohio
$511K +$138K +1,220 +39%
SI
942
Seeds Investor
New York
$506K +$447K +3,943 New
FCB
943
First County Bank
Connecticut
$506K +$14.2K +125 +3%
V
944
VeraBank
Texas
$502K – – –
FCI
945
Financial Counselors Inc
Kansas
$501K +$5.67K +50 +1%
GEM
946
Global Endowment Management
North Carolina
$498K +$440K +3,880 New
MIM
947
MTM Investment Management
South Carolina
$493K – – –
CFGS
948
Concourse Financial Group Securities
Alabama
$492K -$65.4K -577 -13%
FNBOH
949
First National Bank of Hutchinson
Kansas
$489K -$28.9K -255 -6%
STA
950
Summit Trail Advisors
New York
$488K +$32K +282 +8%
36 37
38
39 40