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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1026
ExodusPoint Capital Management
New York
$615K -$1.48M -8,293 -69%
CSPIA
1027
Cary Street Partners Investment Advisory
Virginia
$612K +$115K +645 +22%
NA
1028
Navellier & Associates
Nevada
$612K – – –
CA
1029
Cache Advisors
California
$609K +$646K +3,615 New
CDWM
1030
Campbell Deegan Wealth Management
Virginia
$608K -$57.4K -321 -8%
ALA
1031
Atlas Legacy Advisors
California
$604K +$70K +392 +12%
ITIM
1032
Indiana Trust & Investment Management
Indiana
$602K – – –
PIA
1033
Perennial Investment Advisors
California
$599K -$40.9K -229 -6%
VCWM
1034
Vista Cima Wealth Management
Arizona
$597K +$633K +3,545 New
SFS
1035
Stiles Financial Services
Minnesota
$596K +$10.4K +58 +2%
MFA
1036
Mayflower Financial Advisors
Massachusetts
$596K +$25.6K +143 +4%
TCM
1037
Twin Capital Management
Pennsylvania
$592K -$548K -3,067 -47%
DFG
1038
Demars Financial Group
Washington
$591K +$41.1K +230 +7%
HCM
1039
Howard Capital Management
Georgia
$591K +$19.3K +108 +3%
PP
1040
PDS Planning
Ohio
$591K -$38.8K -217 -6%
AC
1041
Avestar Capital
New York
$590K -$111K -622 -15%
LIM
1042
Letson Investment Management
Georgia
$590K -$6.97K -39 -1%
BI
1043
Beckerman Institutional
New Jersey
$590K – – –
WH
1044
Willner & Heller
California
$588K +$1.79K +10 +0.3%
BCAM
1045
Boston Common Asset Management
Massachusetts
$587K – – –
ONB
1046
Old National Bancorp
Indiana
$583K -$16.4K -92 -3%
PNAA
1047
Pictet North America Advisors
Switzerland
$582K +$42.5K +238 +7%
SBF
1048
Sara-Bay Financial
Florida
$576K – – –
MWM
1049
Mindset Wealth Management
Indiana
$574K – – –
IA
1050
Inspire Advisors
Idaho
$571K +$24.1K +135 +4%
40 41
42
43 44