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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1001
Voleon Capital Management
California
$663K +$425K +2,604 +162%
BJL
1002
Brighton Jones LLC
Washington
$656K +$680K +4,171 New
ANTB
1003
AMG National Trust Bank
Colorado
$656K +$49.4K +303 +8%
TW
1004
TritonPoint Wealth
Maryland
$654K +$25.8K +158 +4%
CP
1005
CenterBook Partners
Connecticut
$652K +$676K +4,143 New
ONB
1006
Old National Bancorp
Indiana
$649K -$32.8K -201 -5%
VWM
1007
Venturi Wealth Management
Texas
$648K +$48K +294 +8%
AC
1008
Avestar Capital
New York
$647K +$92.5K +567 +16%
SAM
1009
Sompo Asset Management
Japan
$640K +$155K +950 +30%
QWM
1010
Quadcap Wealth Management
Texas
$640K -$28.1K -172 -4%
HC
1011
Hara Capital
Washington
$639K
RPC
1012
Rossmore Private Capital
Connecticut
$638K
MSFS
1013
Main Street Financial Solutions
Pennsylvania
$634K -$415K -2,544 -39%
AWE
1014
Avidian Wealth Enterprises
Texas
$634K +$384K +2,354 +141%
LAM
1015
Lountzis Asset Management
Pennsylvania
$632K
VST
1016
Van Strum & Towne
California
$629K
LS
1017
Livforsakringsbolaget Skandia
Sweden
$629K
RWC
1018
Rare Wolf Capital
Washington
$627K -$13.7K -84 -2%
VFA
1019
Valeo Financial Advisors
Indiana
$625K -$536K -3,285 -45%
MTIC
1020
Missouri Trust & Investment Company
Missouri
$621K +$816 +5 +0.1%
GSEP
1021
Golden State Equity Partners
California
$621K +$224K +1,374 +53%
SC
1022
Solstein Capital
California
$615K +$110K +675 +21%
PE
1023
PCM Encore
Colorado
$613K +$39.5K +242 +7%
HWMO
1024
Heritage Wealth Management (Ohio)
Ohio
$610K
CPIG
1025
Chicago Partners Investment Group
Illinois
$610K +$60.5K +371 +11%