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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
951
Graypoint LLC
New York
$254K +$33.6K +292 +16%
MWM
952
Modera Wealth Management
New Jersey
$251K -$6.68K -58 -3%
BP
953
Ballentine Partners
Massachusetts
$251K -$1.04K -9 -0.4%
CPIG
954
Chicago Partners Investment Group
Illinois
$250K -$1.84K -16 -0.8%
MA
955
Mutual Advisors
Nebraska
$250K +$2.3K +20 +1%
IAA
956
Ironsides Asset Advisors
North Carolina
$250K +$243K +2,109 New
CWP
957
Curated Wealth Partners
California
$249K – – –
YMRC
958
Yorktown Management & Research Company
Virginia
$249K – – –
ARC
959
Advisor Resource Council
Texas
$246K +$239K +2,074 New
QI
960
Qtron Investments
Massachusetts
$244K – – –
EA
961
Emerald Advisers
Pennsylvania
$243K +$691 +6 +0.3%
WCWM
962
Willow Creek Wealth Management
California
$243K +$4.72K +41 +2%
SIG
963
Sargent Investment Group
Maryland
$242K – – –
SF
964
Summit Financial
New Jersey
$239K +$231K +2,010 New
NAS
965
Nicolet Advisory Services
Wisconsin
$238K +$231K +2,005 New
VWM
966
Valley Wealth Managers
New Jersey
$238K +$231K +2,007 New
C
967
Certuity
Florida
$238K +$231K +2,009 New
LIA
968
LS Investment Advisors
Michigan
$237K -$1.46M -12,649 -86%
CTB
969
Country Trust Bank
Illinois
$237K – – –
DLG
970
Daniel L. Goodwin
$237K – – –
PB
971
Pinnacle Bancorp
Nebraska
$237K +$201K +1,745 +690%
WKWM
972
Walter & Keenan Wealth Management
Indiana
$236K – – –
VSWA
973
Vontobel Swiss Wealth Advisors
Switzerland
$236K +$229K +1,989 New
TCBWMS
974
Texas Capital Bank Wealth Management Services
Texas
$235K -$6.21K -54 -3%
RSWM
975
Robertson Stephens Wealth Management
California
$235K +$228K +1,980 New
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