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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1026
Bay Colony Advisors
Massachusetts
$623K +$87.4K +558 +17%
GBT
1027
Grove Bank & Trust
Florida
$623K – – –
AIA
1028
AssuredPartners Investment Advisors
Florida
$623K +$205K +1,310 +52%
MWM
1029
Meridian Wealth Management
Kentucky
$622K +$2.35K +15 +0.4%
GJWM
1030
Gilliland Jeter Wealth Management
Arkansas
$622K -$37.9K -242 -6%
VWM
1031
Venturi Wealth Management
Texas
$620K -$12.4K -79 -2%
ACM
1032
Aster Capital Management
United Arab Emirates
$619K +$598K +3,819 New
WB
1033
WesBanco Bank
West Virginia
$611K -$77.7K -496 -12%
IA
1034
Inspire Advisors
Idaho
$610K +$59.3K +379 +11%
TWA
1035
Tulsa Wealth Advisors
Oklahoma
$607K +$587K +3,751 New
A
1036
Allianz
Germany
$606K +$334K +2,130 +132%
ALA
1037
Atlas Legacy Advisors
California
$603K +$22.4K +143 +4%
GWP
1038
Gen-Wealth Partners
Michigan
$601K -$266K -1,699 -31%
CPIG
1039
Chicago Partners Investment Group
Illinois
$600K +$140K +893 +35%
CSPIA
1040
Cary Street Partners Investment Advisory
Virginia
$596K +$6.73K +43 +1%
CBT
1041
Central Bank & Trust
Kentucky
$594K – – –
CT
1042
Caldwell Trust
Florida
$594K -$25.4K -162 -4%
CWM
1043
Chesapeake Wealth Management
Virginia
$592K -$54.8K -350 -9%
PE
1044
PCM Encore
Colorado
$592K +$572K +3,653 New
N
1045
Natixis
France
$588K -$29.7M -189,453 -98%
PCIA
1046
Prime Capital Investment Advisors
Kansas
$588K +$79.1K +505 +16%
WAG
1047
Wilkerson Advisory Group
Missouri
$587K +$568K +3,625 New
CA
1048
Cache Advisors
California
$585K – – –
WH
1049
Willner & Heller
California
$584K +$18.3K +117 +3%
DFG
1050
Demars Financial Group
Washington
$582K +$13.3K +85 +2%
40 41
42
43 44