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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
1001
Gilliland Jeter Wealth Management
Arkansas
$677K -$154 -1 -0%
PWP
1002
Phillips Wealth Planners
Mississippi
$677K +$33.6K +218 +6%
LS
1003
Livforsakringsbolaget Skandia
Sweden
$674K +$484K +3,141 +297%
EWA
1004
EverSource Wealth Advisors
Alabama
$668K +$253K +1,639 +65%
IIM
1005
Ironwood Investment Management
Massachusetts
$667K -$308 -2 -0%
AR
1006
Apeiron RIA
Texas
$666K +$12.5K +81 +2%
LAM
1007
Lountzis Asset Management
Pennsylvania
$665K +$133K +863 +26%
TW
1008
TritonPoint Wealth
Maryland
$661K +$21K +136 +3%
RFA
1009
Resurgent Financial Advisors
Georgia
$660K +$14K +91 +2%
CWM
1010
Chesapeake Wealth Management
Virginia
$659K -$13.1K -85 -2%
PI
1011
PEAK6 Investments
Illinois
$659K +$633K +4,105 New
WTC
1012
WhitTier Trust Company
Nevada
$659K +$3.39K +22 +0.5%
RPC
1013
Rossmore Private Capital
Connecticut
$658K -$1.54K -10 -0.2%
HC
1014
Hara Capital
Washington
$652K – – –
BFM
1015
Boothbay Fund Management
New York
$647K +$621K +4,029 New
ANTB
1016
AMG National Trust Bank
Colorado
$646K -$33.5K -217 -5%
AUB
1017
Atlantic Union Bankshares
Virginia
$636K – – –
MWM
1018
Meridian Wealth Management
Kentucky
$633K +$154 +1 +0%
ICP
1019
Interchange Capital Partners
Pennsylvania
$632K -$925 -6 -0.2%
IA
1020
Inspire Advisors
Idaho
$631K -$1.85K -12 -0.3%
GWP
1021
Gen-Wealth Partners
Michigan
$626K +$146K +944 +34%
ECM
1022
Evergreen Capital Management
Washington
$626K +$18.8K +122 +3%
BCWM
1023
Bartlett & Co Wealth Management
Ohio
$624K -$24.5K -159 -4%
V
1024
VeraBank
Texas
$619K – – –
RMC
1025
Resources Management Corp
Connecticut
$619K – – –
39 40
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42 43