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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1001
Balentine LLC
Georgia
$234K -$645K -6,038 -71%
WPW
1002
Waldron Private Wealth
Pennsylvania
$230K -$50.5K -472 -16%
MIM
1003
MTM Investment Management
South Carolina
$229K -$41.2K -385 -14%
5L
1004
55I LLC
Massachusetts
$228K +$259K +2,422 New
LOAMS
1005
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K +$259K +2,419 New
SWM
1006
Selective Wealth Management
Virginia
$226K – – –
WB
1007
WesBanco Bank
West Virginia
$225K -$19.7K -184 -7%
SIG
1008
Sargent Investment Group
Maryland
$225K – – –
CPIG
1009
Chicago Partners Investment Group
Illinois
$225K +$9.41K +88 +4%
WAM
1010
Wolverine Asset Management
Illinois
$224K -$97.4K -911 -28%
FNBOH
1011
First National Bank of Hutchinson
Kansas
$224K -$321 -3 -0.1%
WG
1012
Winton Group
United Kingdom
$223K -$672K -6,286 -73%
RWM
1013
Ritholtz Wealth Management
New York
$223K -$73.9K -691 -23%
YIA
1014
YHB Investment Advisors
Connecticut
$222K – – –
IC
1015
Inscription Capital
Texas
$221K – – –
MSFS
1016
Main Street Financial Solutions
Pennsylvania
$220K +$6.74K +63 +3%
BP
1017
BBR Partners
New York
$220K +$13.1K +123 +6%
CIA
1018
Choate Investment Advisors
Massachusetts
$219K +$249K +2,326 New
OPOWM
1019
One Plus One Wealth Management
Florida
$217K – – –
JCM
1020
Jacobi Capital Management
Pennsylvania
$216K +$39.1K +366 +19%
GA
1021
GraniteShares Advisors
New York
$215K -$18.6K -174 -7%
KC
1022
Kenfarb & Co
Kentucky
$213K – – –
ECM
1023
Exchange Capital Management
Michigan
$212K – – –
EWA
1024
EP Wealth Advisors
California
$212K +$26.4K +247 +12%
IFWM
1025
Institute for Wealth Management
Colorado
$210K -$6.52K -61 -3%
39 40
41
42 43