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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
951
Brighton Jones LLC
Washington
$436K +$84.7K +656 +25%
AG
952
AIA Group
Hong Kong
$436K +$116K +899 +37%
DGI
953
Disciplined Growth Investors
Minnesota
$435K -$76.3K -591 -15%
WAM
954
Wolverine Asset Management
Illinois
$435K – – –
DMBA
955
Deseret Mutual Benefit Administrators
Utah
$432K -$64.9K -502 -13%
WFI
956
West Family Investments
California
$425K +$5.3K +41 +1%
ZCA
957
Zeke Capital Advisors
Pennsylvania
$423K +$413K +3,200 New
OHWP
958
Oak Harbor Wealth Partners
North Carolina
$418K +$25.7K +199 +7%
BA
959
Bristlecone Advisors
Washington
$417K +$53.1K +411 +15%
GVAG
960
Great Valley Advisor Group
Delaware
$415K +$36.4K +282 +10%
CAG
961
Csenge Advisory Group
Florida
$415K +$406K +3,139 New
BTWM
962
Baker Tilly Wealth Management
Wisconsin
$410K +$90.2K +698 +29%
MRCM
963
M&R Capital Management
New Jersey
$408K +$264K +2,046 +196%
WWP
964
WR Wealth Planners
Missouri
$407K +$398K +3,080 New
RWM
965
Ritholtz Wealth Management
New York
$405K +$184K +1,421 +86%
CWM
966
Congress Wealth Management
Massachusetts
$401K -$33.1K -256 -8%
DCM
967
Donaldson Capital Management
Indiana
$399K -$37.2K -288 -9%
OPW
968
Oxler Private Wealth
New York
$398K +$1.03K +8 +0.3%
VST
969
Van Strum & Towne
California
$396K – – –
BCA
970
Bay Colony Advisors
Massachusetts
$389K -$55.9K -433 -13%
OPS
971
Orion Portfolio Solutions
Nebraska
$387K +$114K +886 +43%
WPW
972
Waldron Private Wealth
Pennsylvania
$386K -$23K -178 -6%
TC
973
Toews Corporation
New Jersey
$383K +$375K +2,900 New
MWM
974
Modera Wealth Management
New Jersey
$381K -$389K -3,009 -51%
BWP
975
Baldwin Wealth Partners
Massachusetts
$380K -$8.02M -62,084 -96%
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