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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1001
Cedar Brook Financial Partners
Ohio
$345K +$28.3K +219 +9%
NP
1002
NorthRock Partners
Minnesota
$344K +$72.5K +561 +27%
TWP
1003
Tower Wealth Partners
Pennsylvania
$344K +$337K +2,607 New
WB
1004
WesBanco Bank
West Virginia
$341K -$19.5K -151 -6%
CIC
1005
Crawford Investment Counsel
Georgia
$341K +$1.55K +12 +0.5%
CWA
1006
Consilium Wealth Advisory
Texas
$340K +$49.1K +380 +17%
FAM
1007
Formidable Asset Management
Ohio
$339K – – –
AIA
1008
Angeles Investment Advisors
California
$335K -$64.1K -496 -16%
BOPW
1009
Brandywine Oak Private Wealth
Pennsylvania
$335K – – –
MAM
1010
Mystic Asset Management
Rhode Island
$334K -$5.17K -40 -2%
BP
1011
Ballentine Partners
Massachusetts
$334K +$4.78K +37 +1%
MA
1012
Mutual Advisors
Nebraska
$333K +$8.91K +69 +3%
WANY
1013
Wealthspire Advisors (New York)
New York
$331K -$241K -1,867 -43%
NA
1014
Nottingham Advisors
New York
$331K – – –
RPCONE
1015
Retirement Planning Company of New England
Rhode Island
$330K +$388 +3 +0.1%
TAIM
1016
TD Ameritrade Investment Management
Nebraska
$329K -$22.6K -175 -7%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$326K -$76.6K -593 -19%
GA
1018
GraniteShares Advisors
New York
$326K -$35.1K -272 -10%
MIS
1019
Morningstar Investment Services
Illinois
$326K +$51.2K +396 +19%
OIA
1020
OneDigital Investment Advisors
Kansas
$325K +$120K +931 +61%
MFW
1021
Meristem Family Wealth
Minnesota
$320K -$38.1K -295 -11%
SFP
1022
Shepherd Financial Partners
Massachusetts
$318K +$311K +2,409 New
ERSOT
1023
Employees Retirement System of Texas
Texas
$317K -$12.4M -96,000 -98%
SWM
1024
Selective Wealth Management
Virginia
$317K -$103K -800 -25%
BCM
1025
Breiter Capital Management
Florida
$317K +$775 +6 +0.3%
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