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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
976
Intrinsic Value Partners
Arizona
$835K -$22.8K -139 -3%
DWM
977
Dynasty Wealth Management
Florida
$833K -$61.8K -377 -7%
PPWP
978
Premier Path Wealth Partners
New Jersey
$828K +$40K +244 +5%
IIM
979
Ironwood Investment Management
Massachusetts
$824K -$983 -6 -0.1%
EWA
980
EverSource Wealth Advisors
Alabama
$817K +$148K +902 +24%
MWM
981
Moran Wealth Management
Florida
$816K -$68.3K -417 -8%
RP
982
Riverwater Partners
Wisconsin
$814K -$42.8K -261 -5%
IIM
983
Intact Investment Management
Quebec, Canada
$811K – – –
SIA
984
Schechter Investment Advisors
Michigan
$799K -$195K -1,192 -20%
WT
985
Whittier Trust
California
$798K +$23.6K +144 +3%
PD
986
Point72 (DIFC)
United Arab Emirates
$798K -$1.3M -7,932 -63%
FCM
987
Fieldview Capital Management
Michigan
$796K -$104K -637 -12%
LWL
988
Leo Wealth LLC
Texas
$793K +$23.4K +143 +3%
DA
989
Doliver Advisors
Texas
$792K -$41.5K -253 -5%
HI
990
Harbour Investments
Wisconsin
$790K +$231K +1,412 +45%
NHC
991
Nicholas Hoffman & Company
Georgia
$789K – – –
RMAM
992
Raab & Moskowitz Asset Management
New Jersey
$786K -$11.8K -72 -2%
WTC
993
WhitTier Trust Company
Nevada
$783K +$58.3K +356 +9%
QWM
994
Quadcap Wealth Management
Texas
$782K -$267K -1,628 -26%
CC
995
Centiva Capital
New York
$782K +$63.9K +390 +9%
RCM
996
RB Capital Management
Nevada
$781K +$3.44K +21 +0.5%
AIA
997
AssuredPartners Investment Advisors
Florida
$780K +$18.8K +115 +3%
BCWM
998
Bartlett & Co Wealth Management
Ohio
$773K +$98.1K +599 +15%
OC
999
Oppenheimer & Co
New York
$768K -$492 -3 -0.1%
FCI
1000
Financial Counselors Inc
Kansas
$766K -$48.5K -296 -6%
38 39
40
41 42