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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
976
Missouri Trust & Investment Company
Missouri
$595K -$7.5K -50 -1%
BCWM
977
Bartlett & Co Wealth Management
Ohio
$592K +$24.8K +165 +4%
HHRDM
978
H&H Retirement Design & Management
Nevada
$588K +$288K +1,921 +102%
FHC
979
First Horizon Corporation
Tennessee
$586K -$5.55K -37 -0.8%
MGIA
980
Moneta Group Investment Advisors
Missouri
$586K -$16.2K -108 -2%
PA
981
Profund Advisors
Maryland
$584K -$23.6K -157 -3%
EWA
982
EverSource Wealth Advisors
Alabama
$581K -$195K -1,302 -22%
TWM
983
TRB Wealth Management
Texas
$579K +$31.1K +207 +5%
RCM
984
RB Capital Management
Nevada
$574K – – –
TFA
985
Tranquilli Financial Advisor
New Jersey
$573K +$699K +4,655 New
ACH
986
ArrowMark Colorado Holdings
Colorado
$571K – – –
AA
987
Advisory Advocates
Michigan
$570K -$86.1K -574 -11%
RL
988
Rogco LP
Oklahoma
$569K – – –
SIG
989
Sargent Investment Group
Maryland
$568K +$5.1K +34 +0.7%
OC
990
Oppenheimer & Co
New York
$567K -$67.8K -452 -9%
IWA
991
Icon Wealth Advisors
Texas
$566K -$136K -904 -16%
BIM
992
Baldwin Investment Management
Pennsylvania
$564K -$657K -4,381 -49%
RMAM
993
Raab & Moskowitz Asset Management
New Jersey
$564K +$4.8K +32 +0.7%
PWP
994
Phillips Wealth Planners
Mississippi
$563K +$86.7K +578 +16%
IVP
995
Intrinsic Value Partners
Arizona
$562K -$3K -20 -0.4%
PA
996
Procyon Advisors
Connecticut
$561K -$3.98M -26,492 -85%
CIM
997
Cambria Investment Management
California
$561K +$333K +2,221 +95%
CCA
998
Checchi Capital Advisers
California
$555K -$76.1K -507 -10%
BCM
999
Brookstone Capital Management
Illinois
$553K +$304K +2,027 +82%
BCM
1000
Becker Capital Management
Oregon
$549K +$750 +5 +0.1%
38 39
40
41 42