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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
976
Perpetual Investment Management
Australia
$249K -$35.2K -351 -11%
WP
977
WMS Partners
Maryland
$247K +$3.01K +30 +1%
ACP
978
Ashfield Capital Partners
California
$245K – – –
FAM
979
Formidable Asset Management
Ohio
$244K – – –
PCM
980
Penserra Capital Management
California
$243K +$6.82K +68 +3%
FHA
981
Flagship Harbor Advisors
Massachusetts
$243K +$12.4K +124 +5%
MCWA
982
Meadow Creek Wealth Advisors
Georgia
$242K – – –
ANB
983
Amarillo National Bank
Texas
$241K -$21.3K -212 -7%
CBFP
984
Cedar Brook Financial Partners
Ohio
$241K +$2.61K +26 +1%
1WA
985
180 Wealth Advisors
Washington
$240K +$7.22K +72 +3%
ITIM
986
Indiana Trust & Investment Management
Indiana
$238K – – –
RC
987
Rovin Capital
Arizona
$238K +$264K +2,631 New
MW
988
Marcum Wealth
Ohio
$235K +$260K +2,596 New
NA
989
Nottingham Advisors
New York
$234K +$8.12K +81 +3%
MYIA
990
Mount Yale Investment Advisors
Colorado
$233K -$245K -2,441 -49%
DAS
991
Dynamic Advisor Solutions
Arizona
$233K +$3.51K +35 +1%
DU
992
Delphia (USA)
Ontario, Canada
$233K +$258K +2,576 New
CWA
993
Consilium Wealth Advisory
Texas
$230K -$3.51K -35 -1%
FNBOH
994
First National Bank of Hutchinson
Kansas
$230K +$15.7K +157 +7%
IFWM
995
Institute for Wealth Management
Colorado
$230K +$30.7K +306 +14%
SC
996
Scotia Capital
Ontario, Canada
$228K -$94.3K -940 -27%
WPW
997
Waldron Private Wealth
Pennsylvania
$228K +$7.52K +75 +3%
CIA
998
Choate Investment Advisors
Massachusetts
$228K +$19.4K +193 +8%
CC
999
Corton Capital
Ontario, Canada
$228K +$254K +2,529 New
CWM
1000
Chemistry Wealth Management
New York
$226K +$251K +2,500 New
38 39
40
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