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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
976
Harrell Investment Partners
Texas
$603K -$2.4K -16 -0.3%
PCM
977
Polymer Capital Management
New York
$600K +$731K +4,872 New
NWAG
978
Net Worth Advisory Group
Utah
$597K -$14K -93 -2%
MYAM
979
Meiji Yasuda Asset Management
Japan
$595K +$289K +1,929 +66%
MTIC
980
Missouri Trust & Investment Company
Missouri
$595K -$7.5K -50 -1%
BCWM
981
Bartlett & Co Wealth Management
Ohio
$592K +$24.8K +165 +4%
HHRDM
982
H&H Retirement Design & Management
Nevada
$588K +$288K +1,921 +102%
FHC
983
First Horizon Corporation
Tennessee
$586K -$5.55K -37 -0.8%
MGIA
984
Moneta Group Investment Advisors
Missouri
$586K -$16.2K -108 -2%
PA
985
Profund Advisors
Maryland
$584K -$23.6K -157 -3%
EWA
986
EverSource Wealth Advisors
Alabama
$581K -$195K -1,302 -22%
TWM
987
TRB Wealth Management
Texas
$579K +$31.1K +207 +5%
RCM
988
RB Capital Management
Nevada
$574K – – –
TFA
989
Tranquilli Financial Advisor
New Jersey
$573K +$699K +4,655 New
ACH
990
ArrowMark Colorado Holdings
Colorado
$571K – – –
AA
991
Advisory Advocates
Michigan
$570K -$86.1K -574 -11%
RL
992
Rogco LP
Oklahoma
$569K – – –
SIG
993
Sargent Investment Group
Maryland
$568K +$5.1K +34 +0.7%
OC
994
Oppenheimer & Co
New York
$567K -$67.8K -452 -9%
IWA
995
Icon Wealth Advisors
Texas
$566K -$136K -904 -16%
BIM
996
Baldwin Investment Management
Pennsylvania
$564K -$657K -4,381 -49%
RMAM
997
Raab & Moskowitz Asset Management
New Jersey
$564K +$4.8K +32 +0.7%
PWP
998
Phillips Wealth Planners
Mississippi
$563K +$86.7K +578 +16%
IVP
999
Intrinsic Value Partners
Arizona
$562K -$3K -20 -0.4%
PA
1000
Procyon Advisors
Connecticut
$561K -$3.98M -26,492 -85%
38 39
40
41 42