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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
951
Douglass Winthrop Advisors
New York
$936K -$17.2K -100 -2%
EW
952
Elyxium Wealth
California
$933K +$10.7K +62 +1%
SIG
953
Sargent Investment Group
Maryland
$933K -$74.6K -434 -8%
HIP
954
Harrell Investment Partners
Texas
$924K -$18.7K -109 -2%
BCM
955
Becker Capital Management
Oregon
$919K -$2.41K -14 -0.3%
CFA
956
Capstone Financial Advisors
Illinois
$915K +$2.23K +13 +0.3%
BI
957
Bradyco Inc
Massachusetts
$915K – – –
MCA
958
Martin Capital Advisors
Texas
$904K – – –
F8IS
959
Figure 8 Investment Strategies
Idaho
$902K +$845K +4,915 New
AF
960
Allworth Financial
California
$898K +$105K +610 +14%
APWM
961
Argonautica Private Wealth Management
Massachusetts
$893K -$1.55K -9 -0.2%
FFA
962
Farther Finance Advisors
California
$887K -$66.7K -388 -7%
IIM
963
Ironwood Investment Management
Massachusetts
$887K +$9.97K +58 +1%
QIM
964
Quantitative Investment Management
Virginia
$877K -$3.15M -18,352 -79%
EP
965
Edgestream Partners
New Jersey
$875K +$565K +3,289 +222%
PS
966
Principal Securities
Iowa
$874K +$88.1K +513 +12%
IVP
967
Intrinsic Value Partners
Arizona
$873K -$14.4K -84 -2%
IIM
968
Intact Investment Management
Quebec, Canada
$862K – – –
MIM
969
MTM Investment Management
South Carolina
$860K +$61.3K +357 +8%
JSAM
970
J. Safra Asset Management
New York
$859K +$73.5K +428 +10%
BJL
971
Brighton Jones LLC
Washington
$853K +$150K +873 +23%
MA
972
Mutual Advisors
Nebraska
$844K -$138K -806 -15%
LWP
973
LeClair Wealth Partners
Ohio
$843K -$74.7K -435 -9%
RCM
974
RB Capital Management
Nevada
$841K +$10.1K +59 +1%
OIA
975
OneDigital Investment Advisors
Kansas
$840K -$53.1K -309 -6%
37 38
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40 41