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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
976
Allworth Financial
California
$732K +$14.8K +96 +2%
GT
977
Glenview Trust
Kentucky
$730K -$106K -689 -13%
RCM
978
RB Capital Management
Nevada
$729K -$46.7K -303 -6%
PPWP
979
Premier Path Wealth Partners
New Jersey
$715K +$11.7K +76 +2%
LT
980
Legacy Trust
Michigan
$715K +$4.63K +30 +0.7%
HWMO
981
Heritage Wealth Management (Ohio)
Ohio
$715K – – –
NP
982
Ninepoint Partners
Ontario, Canada
$713K -$130K -841 -16%
SLG
983
Stanley-Laman Group
Pennsylvania
$711K +$30.2K +196 +3%
BFS
984
Bradley Foster & Sargent
Connecticut
$711K -$154 -1 -0%
MGIA
985
Moneta Group Investment Advisors
Missouri
$708K -$81.7K -530 -11%
FHA
986
First Horizon Advisors
Tennessee
$708K +$39.2K +254 +6%
BWM
987
Brophy Wealth Management
New Hampshire
$706K +$678K +4,395 New
NWMG
988
Nicholson Wealth Management Group
South Carolina
$705K +$677K +4,389 New
SIG
989
Stonegate Investment Group
Alabama
$705K +$109K +704 +19%
FFA
990
Farther Finance Advisors
California
$704K +$120K +775 +21%
LSAG
991
Lake Street Advisors Group
New Hampshire
$702K +$6.63K +43 +1%
QL
992
Quarry LP
New York
$696K +$659K +4,277 +7,374%
MIM
993
MTM Investment Management
South Carolina
$696K +$1.54K +10 +0.2%
IWC
994
Integrated Wealth Concepts
Massachusetts
$696K -$46.7K -303 -7%
PCM
995
Pointe Capital Management
Michigan
$694K – – –
CT
996
Caldwell Trust
Florida
$692K -$62.1K -403 -9%
VT
997
Vise Technologies
New York
$691K +$399K +2,587 +151%
GS
998
GTS Securities
Florida
$691K -$814K -5,281 -55%
AFG
999
Atomi Financial Group
New York
$683K +$97.8K +634 +18%
IRC
1000
Investors Research Corp
Georgia
$683K -$729K -4,727 -53%
38 39
40
41 42