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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1051
Willow Creek Wealth Management
California
$280K – – –
MIS
1052
Morningstar Investment Services
Illinois
$280K +$271K +2,044 New
OPS
1053
Orion Portfolio Solutions
Nebraska
$279K +$38.9K +294 +17%
NP
1054
NorthRock Partners
Minnesota
$279K +$271K +2,043 New
SWP
1055
Strategic Wealth Partners
Ohio
$278K +$16.2K +122 +6%
CTB
1056
Country Trust Bank
Illinois
$277K – – –
ECM
1057
Evergreen Capital Management
Washington
$277K +$268K +2,025 New
DLG
1058
Daniel L. Goodwin
$274K – – –
LIA
1059
LS Investment Advisors
Michigan
$274K – – –
CPO
1060
Cerity Partners OCIO
New York
$274K +$26.5K +200 +11%
BAM
1061
Bosun Asset Management
Illinois
$274K +$265K +2,000 New
RWA
1062
Redmont Wealth Advisors
Illinois
$274K +$265K +2,000 New
LSA
1063
Lion Street Advisors
Texas
$273K -$5.17K -39 -2%
TCBWMS
1064
Texas Capital Bank Wealth Management Services
Texas
$269K – – –
BG
1065
Bollard Group
Massachusetts
$269K +$662 +5 +0.3%
TPWA
1066
TRUE Private Wealth Advisors
Oregon
$269K +$261K +1,967 New
CPIG
1067
Chicago Partners Investment Group
Illinois
$268K +$11.5K +87 +4%
CWP
1068
Curated Wealth Partners
California
$267K – – –
T
1069
TOBAM
France
$267K +$6.49K +49 +3%
MGIA
1070
Moneta Group Investment Advisors
Missouri
$264K +$256K +1,930 New
PFM
1071
Parsec Financial Management
North Carolina
$262K +$254K +1,916 New
BFC
1072
Bedel Financial Consulting
Indiana
$260K +$3.71K +28 +1%
PWS
1073
Peterson Wealth Services
Utah
$259K +$251K +1,892 New
IIM
1074
Ipswich Investment Management
Massachusetts
$259K +$251K +1,894 New
GA
1075
Geller Advisors
New York
$258K +$132 +1 +0.1%
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