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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
951
Veracity Capital
Georgia
$242K -$59.6K -525 -19%
MC
952
Middleton & Co
Massachusetts
$241K – – –
ECM
953
Elgethun Capital Management
South Dakota
$241K +$681 +6 +0.3%
SNT
954
Security National Trust
West Virginia
$239K – – –
XT
955
XTX Topco
Cayman Islands
$238K +$242K +2,132 New
BP
956
Ballentine Partners
Massachusetts
$237K -$20K -176 -8%
JSL
957
JT Stratford LLC
Georgia
$236K +$21.2K +187 +10%
YMRC
958
Yorktown Management & Research Company
Virginia
$235K – – –
CWP
959
Curated Wealth Partners
California
$234K -$31.3K -276 -12%
MA
960
Mutual Advisors
Nebraska
$233K -$188K -1,657 -44%
EWA
961
EP Wealth Advisors
California
$232K +$236K +2,079 New
QI
962
Qtron Investments
Massachusetts
$230K -$797K -7,021 -77%
GT
963
Glenview Trust
Kentucky
$230K +$113 +1 +0%
CBFP
964
Cedar Brook Financial Partners
Ohio
$230K +$1.48K +13 +0.6%
JG
965
Jefferies Group
New York
$229K -$1.58M -13,929 -87%
AIC
966
Ameritas Investment Company
Nebraska
$229K +$233K +2,051 New
SPC
967
Sigma Planning Corp
Michigan
$229K +$908 +8 +0.4%
PCP
968
Proficio Capital Partners
Massachusetts
$229K +$4.88K +43 +2%
EA
969
Emerald Advisers
Pennsylvania
$228K -$113K -992 -33%
SIG
970
Sargent Investment Group
Maryland
$228K – – –
TCBWMS
971
Texas Capital Bank Wealth Management Services
Texas
$227K +$4.88K +43 +2%
FRM
972
Fox Run Management
Connecticut
$226K +$230K +2,025 New
MKA
973
M. Kulyk & Associates
Georgia
$225K +$229K +2,019 New
IC
974
Inscription Capital
Texas
$224K – – –
WCWM
975
Willow Creek Wealth Management
California
$224K – – –
37 38
39
40 41