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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
976
Oxler Private Wealth
New York
$172K +$156K +1,500 New
JFGIW
977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K +$101K +976 +201%
SBSB
978
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K +$32.9K +317 +31%
FC
979
FORA Capital
Florida
$153K -$728K -7,011 -84%
GLLW
980
Graves Light Lenhart Wealth
Virginia
$148K +$133K +1,281 New
USGIU
981
U.S. Global Investors (USGI)
Texas
$145K – – –
RIM
982
Rockbridge Investment Management
New York
$141K – – –
HPC
983
HM Payson & Co
Maine
$133K – – –
HI
984
Hudock Inc
Pennsylvania
$133K – – –
PCM
985
Penserra Capital Management
California
$131K -$411K -3,960 -78%
RE
986
RBC Europe
United Kingdom
$131K +$32.7K +315 +38%
NICM
987
Neo Ivy Capital Management
New York
$128K -$773K -7,445 -87%
HWA
988
HHM Wealth Advisors
Tennessee
$126K -$5.29K -51 -4%
FHA
989
First Horizon Advisors
Tennessee
$126K – – –
TPWA
990
TRUE Private Wealth Advisors
Oregon
$120K +$8.72K +84 +9%
PHK
991
Point72 Hong Kong
Hong Kong
$117K +$106K +1,018 New
EFSCE
992
Enterprise Financial Services Corp (EFSC)
Missouri
$111K +$2.39K +23 +2%
NO
993
Ninety One
South Africa
$111K +$22.8K +220 +29%
AA
994
Ancora Advisors
Ohio
$110K – – –
IAIM
995
International Assets Investment Management
Florida
$105K +$94.3K +909 New
SAI
996
Systematic Alpha Investments
New Jersey
$104K +$93.5K +901 New
ICM
997
Infini Capital Management
Hong Kong
$97K +$87.5K +843 New
IMF
998
Infini Master Fund
Hong Kong
$97K +$87.5K +843 New
TC
999
Truvestments Capital
Florida
$95K – – –
FWM
1000
Focused Wealth Management
New York
$92K -$41.5K -400 -33%
38 39
40
41 42