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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
951
Crestmont Private Wealth
Texas
$793K -$8.61K -55 -1%
MYLI
952
Meiji Yasuda Life Insurance
Japan
$787K -$357K -2,282 -32%
SC
953
SummitTX Capital
Texas
$786K -$8.14K -52 -1%
MYAM
954
Meiji Yasuda Asset Management
Japan
$785K -$83.1K -531 -10%
PWA
955
Pitcairn Wealth Advisors
Pennsylvania
$784K +$758K +4,841 New
FRA
956
Frank Rimerman Advisors
California
$778K -$183K -1,169 -20%
WCM
957
Weaver Capital Management
Georgia
$776K -$68.9K -440 -8%
TWA
958
Tandem Wealth Advisors
Arizona
$776K +$137K +876 +22%
HA
959
Herold Advisors
New York
$773K -$54.8K -350 -7%
IVP
960
Intrinsic Value Partners
Arizona
$764K -$6.26K -40 -0.8%
WT
961
Whittier Trust
California
$757K – – –
MLL
962
Moody Lynn & Lieberson
Massachusetts
$756K -$11.5M -73,468 -94%
MIM
963
Morningstar Investment Management
Illinois
$755K – – –
RCM
964
RB Capital Management
Nevada
$752K +$26.3K +168 +4%
MA
965
Mutual Advisors
Nebraska
$752K -$38.2K -244 -5%
ACH
966
ArrowMark Colorado Holdings
Colorado
$751K – – –
RL
967
Rogco LP
Oklahoma
$750K +$46.2K +295 +7%
OL
968
Odyssean LLC
Connecticut
$750K +$725K +4,629 New
RMAM
969
Raab & Moskowitz Asset Management
New Jersey
$741K – – –
FHC
970
First Horizon Corporation
Tennessee
$740K +$346K +2,210 +94%
BCWM
971
Bartlett & Co Wealth Management
Ohio
$734K +$8.61K +55 +1%
SFS
972
Sowell Financial Services
Arkansas
$732K +$96.5K +616 +16%
IIM
973
Intact Investment Management
Quebec, Canada
$729K – – –
PWPS
974
Pinnacle Wealth Planning Services
Ohio
$729K -$18.6K -119 -3%
CCA
975
Checchi Capital Advisers
California
$727K -$76.1K -486 -10%
37 38
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