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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
951
Herold Advisors
New York
$909K -$381K -2,325 -31%
WIM
952
Waverton Investment Management
United Kingdom
$909K – – –
DWA
953
Douglass Winthrop Advisors
New York
$897K – – –
FFA
954
Farther Finance Advisors
California
$896K -$3.93K -24 -0.5%
HIP
955
Harrell Investment Partners
Texas
$887K +$2.29K +14 +0.3%
PAM
956
Panagora Asset Management
Massachusetts
$886K – – –
MG
957
Markel Group
Virginia
$883K – – –
MA
958
Mutual Advisors
Nebraska
$879K +$269K +1,643 +44%
FFM
959
Forum Financial Management
Illinois
$878K +$3.6K +22 +0.4%
BCAM
960
Boston Common Asset Management
Massachusetts
$874K -$582K -3,550 -41%
EWM
961
Evermay Wealth Management
Virginia
$873K -$2.29K -14 -0.3%
DFCM
962
Dark Forest Capital Management
Puerto Rico
$870K +$253K +1,547 +44%
GT
963
Glenview Trust
Kentucky
$868K -$61.4K -375 -7%
LWP
964
LeClair Wealth Partners
Ohio
$868K -$106K -645 -11%
EW
965
Elyxium Wealth
California
$867K +$823K +5,025 New
BCM
966
Becker Capital Management
Oregon
$867K -$38.5K -235 -4%
FFC
967
First Financial Corp
Indiana
$865K +$753K +4,596 +1,100%
EFG
968
Embree Financial Group
Illinois
$863K -$21K -128 -2%
AFG
969
Atomi Financial Group
New York
$862K +$111K +680 +16%
BI
970
Bradyco Inc
Massachusetts
$860K – – –
CFA
971
Capstone Financial Advisors
Illinois
$858K +$2.29K +14 +0.3%
MCA
972
Martin Capital Advisors
Texas
$850K – – –
IWC
973
Integrated Wealth Concepts
Massachusetts
$846K +$142K +864 +21%
OIA
974
OneDigital Investment Advisors
Kansas
$844K -$308K -1,879 -28%
APWM
975
Argonautica Private Wealth Management
Massachusetts
$841K -$4.1K -25 -0.5%
37 38
39
40 41