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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
926
First Commonwealth Financial Corp
Pennsylvania
$660K -$566K -4,215 -47%
AA
927
ALPS Advisors
Colorado
$660K -$45.7K -340 -7%
AF
928
Allworth Financial
California
$659K +$94.5K +703 +19%
PWA
929
Pillar Wealth Advisors
Pennsylvania
$659K -$646K -4,811 -50%
MCA
930
Martin Capital Advisors
Texas
$657K -$19.1K -142 -3%
SLG
931
Stanley-Laman Group
Pennsylvania
$647K +$31.6K +235 +3%
STA
932
Summit Trail Advisors
New York
$646K -$158K -1,179 -20%
CT
933
Caldwell Trust
Florida
$645K -$32.2K -240 -5%
IWC
934
Integrated Wealth Concepts
Massachusetts
$635K +$40.6K +302 +7%
FRA
935
Frank Rimerman Advisors
California
$634K +$618K +4,602 +16,436%
RMAM
936
Raab & Moskowitz Asset Management
New Jersey
$634K – – –
FFM
937
Forum Financial Management
Illinois
$633K – – –
HWMO
938
Heritage Wealth Management (Ohio)
Ohio
$627K +$598K +4,450 New
EGM
939
Engineers Gate Manager
New York
$626K -$8.63M -64,207 -93%
MIS
940
Morningstar Investment Services
Illinois
$626K +$269 +2 +0%
DAS
941
Dynamic Advisor Solutions
Arizona
$619K -$21.2K -158 -3%
DWM
942
Dakota Wealth Management
Florida
$619K -$17.5K -130 -3%
GCP
943
GSA Capital Partners
United Kingdom
$615K +$604K +4,494 New
UF
944
Univest Financial
Pennsylvania
$611K +$214K +1,596 +56%
BFS
945
Bradley Foster & Sargent
Connecticut
$606K +$217K +1,615 +57%
LT
946
Legacy Trust
Michigan
$605K -$12.8K -95 -2%
PPWP
947
Premier Path Wealth Partners
New Jersey
$599K +$237K +1,767 +68%
WA
948
WP Advisors
California
$595K -$57K -424 -9%
LSAG
949
Lake Street Advisors Group
New Hampshire
$592K -$28.9K -215 -5%
CB
950
CNB Bank
Pennsylvania
$592K -$48.9K -364 -8%
36 37
38
39 40