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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
976
TRUE Private Wealth Advisors
Oregon
$437K +$98.1K +865 +34%
DT
977
Diversified Trust
Tennessee
$436K -$180K -1,586 -32%
CAL
978
Capital Advisors Ltd
Ohio
$433K -$1.02K -9 -0.3%
WH
979
Willner & Heller
California
$433K +$382K +3,370 New
T
980
TOBAM
France
$427K +$52.7K +465 +16%
GI
981
GAMMA Investing
California
$427K +$380K +3,353 New
FMLI
982
Fukoku Mutual Life Insurance
Japan
$423K – – –
LAM
983
Lountzis Asset Management
Pennsylvania
$421K – – –
WANY
984
Wealthspire Advisors (New York)
New York
$420K -$182K -1,602 -33%
ABC
985
Associated Banc-Corp
Wisconsin
$419K -$1.13K -10 -0.3%
OC
986
Oppenheimer & Co
New York
$417K -$4.76K -42 -1%
PWP
987
Phillips Wealth Planners
Mississippi
$415K -$11.7K -103 -3%
PCIA
988
Prime Capital Investment Advisors
Kansas
$415K +$367K +3,234 New
ETC
989
Exchange Traded Concepts
Oklahoma
$415K +$34.6K +305 +10%
NFC
990
Northeast Financial Consultants
Connecticut
$414K +$227 +2 +0.1%
FWA
991
FSM Wealth Advisors
Ohio
$412K +$1.47K +13 +0.4%
WAM
992
Wolverine Asset Management
Illinois
$410K – – –
BJL
993
Brighton Jones LLC
Washington
$409K +$18.7K +165 +5%
SIM
994
SSI Investment Management
California
$404K -$1.13K -10 -0.3%
CAAS
995
Capital Asset Advisory Services
Michigan
$403K -$122K -1,080 -26%
RL
996
Rogco LP
Oklahoma
$403K +$185K +1,629 +108%
HB
997
HTLF Bank
Colorado
$403K +$356K +3,136 New
CPW
998
Crestmont Private Wealth
Texas
$401K -$3.85K -34 -1%
MGIA
999
Moneta Group Investment Advisors
Missouri
$399K +$31.4K +277 +10%
PI
1000
PFG Investments
New York
$396K +$24.1K +213 +7%
38 39
40
41 42