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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1001
Raab & Moskowitz Asset Management
New Jersey
$690K – – –
SIG
1002
Stonegate Investment Group
Alabama
$685K +$32.9K +208 +5%
FC
1003
Farringdon Capital
United Kingdom
$682K +$725K +4,575 New
NHC
1004
Nicholas Hoffman & Company
Georgia
$681K -$32.6K -206 -4%
PPWP
1005
Premier Path Wealth Partners
New Jersey
$679K +$16.8K +106 +2%
MTIC
1006
Missouri Trust & Investment Company
Missouri
$672K -$45.1K -285 -6%
RCM
1007
RB Capital Management
Nevada
$671K -$5.54K -35 -0.8%
IUHSA
1008
Itau Unibanco Holding S.A.
Brazil
$671K -$411K -2,594 -37%
CWA
1009
Crux Wealth Advisors
California
$670K +$712K +4,498 New
WT
1010
Whittier Trust
California
$668K -$227K -1,434 -24%
OC
1011
Oppenheimer & Co
New York
$664K +$482K +3,044 +216%
LWL
1012
Leo Wealth LLC
Texas
$664K +$706K +4,455 New
HWMO
1013
Heritage Wealth Management (Ohio)
Ohio
$663K – – –
NP
1014
Ninepoint Partners
Ontario, Canada
$661K – – –
LSAG
1015
Lake Street Advisors Group
New Hampshire
$660K +$8.87K +56 +1%
LT
1016
Legacy Trust
Michigan
$657K -$6.34K -40 -0.9%
AIA
1017
AssuredPartners Investment Advisors
Florida
$656K +$698K +4,405 New
BRWA
1018
B. Riley Wealth Advisors
Florida
$655K -$108K -680 -13%
PCM
1019
Pointe Capital Management
Michigan
$652K +$8.87K +56 +1%
AI
1020
Atom Investors
Texas
$649K +$389K +2,457 +130%
LCM
1021
Landscape Capital Management
New Jersey
$648K +$688K +4,346 New
SLG
1022
Stanley-Laman Group
Pennsylvania
$647K +$25.8K +163 +2%
AFG
1023
Atomi Financial Group
New York
$644K +$10.5K +66 +2%
CT
1024
Caldwell Trust
Florida
$642K – – –
MIM
1025
MTM Investment Management
South Carolina
$637K – – –
39 40
41
42 43