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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
951
Pointe Capital Management
Michigan
$591K – – –
GEM
952
Global Endowment Management
North Carolina
$588K +$74.6K +555 +15%
MIM
953
MTM Investment Management
South Carolina
$584K +$55K +409 +11%
ANTB
954
AMG National Trust Bank
Colorado
$580K +$45K +335 +9%
CFGS
955
Concourse Financial Group Securities
Alabama
$578K -$25.7K -191 -4%
GJWM
956
Gilliland Jeter Wealth Management
Arkansas
$577K -$5.51K -41 -1%
CWM
957
Chesapeake Wealth Management
Virginia
$574K – – –
IIM
958
Ironwood Investment Management
Massachusetts
$569K +$558K +4,153 New
FHA
959
First Horizon Advisors
Tennessee
$568K +$36.8K +274 +7%
CC
960
Centiva Capital
New York
$568K +$216K +1,606 +63%
RPC
961
Rossmore Private Capital
Connecticut
$562K -$4.57K -34 -0.8%
PWP
962
Phillips Wealth Planners
Mississippi
$560K +$13.4K +100 +3%
FCB
963
First County Bank
Connecticut
$559K – – –
WTC
964
WhitTier Trust Company
Nevada
$559K +$9.94K +74 +2%
AR
965
Apeiron RIA
Texas
$557K +$38.2K +284 +8%
HC
966
Hara Capital
Washington
$556K – – –
BCWM
967
Bartlett & Co Wealth Management
Ohio
$554K – – –
SP
968
Symmetry Partners
Connecticut
$553K – – –
TW
969
TritonPoint Wealth
Maryland
$552K +$68.3K +508 +14%
WCM
970
Weaver Capital Management
Georgia
$550K +$187K +1,393 +53%
RFA
971
Resurgent Financial Advisors
Georgia
$550K +$81.4K +606 +18%
PF
972
Phoenix Financial
Israel
$549K – – –
KFC
973
Klingenstein Fields & Co
New York
$545K – – –
FMWA
974
Forvis Mazars Wealth Advisors
Missouri
$542K +$532K +3,958 New
AUB
975
Atlantic Union Bankshares
Virginia
$542K -$6.72K -50 -1%
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