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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1051
M&R Capital Management
New Jersey
$218K -$217K -2,082 -50%
DCM
1052
Donaldson Capital Management
Indiana
$217K +$217K +2,085 New
UF
1053
Univest Financial
Pennsylvania
$215K +$3.12K +30 +1%
SGA
1054
Seaport Global Advisors
Massachusetts
$214K +$24.7K +237 +13%
LA
1055
Lifeworks Advisors
Michigan
$214K +$214K +2,055 New
WCWM
1056
Willow Creek Wealth Management
California
$213K – – –
OW
1057
Olistico Wealth
Oklahoma
$211K -$1.67K -16 -0.8%
1WA
1058
180 Wealth Advisors
Washington
$211K -$68.2K -655 -24%
CTB
1059
Country Trust Bank
Illinois
$210K – – –
BAM
1060
Bosun Asset Management
Illinois
$209K – – –
DLG
1061
Daniel L. Goodwin
$209K – – –
KCM
1062
KRS Capital Management
Michigan
$204K +$203K +1,954 New
DIA
1063
Dana Investment Advisors
Wisconsin
$203K +$203K +1,948 New
AGP
1064
Autumn Glory Partners
Texas
$202K +$202K +1,940 New
OPOWM
1065
One Plus One Wealth Management
Florida
$201K -$39.6K -380 -16%
IP
1066
Ignite Planners
California
$200K – – –
CB
1067
Cadence Bank
Mississippi
$200K +$200K +1,918 New
GRP
1068
Global Retirement Partners
California
$195K +$27.7K +266 +17%
TCWA
1069
Ten Capital Wealth Advisors
Washington
$190K +$7.39K +71 +4%
SWA
1070
SOA Wealth Advisors
New York
$188K +$104 +1 +0.1%
LPIC
1071
LeJeune Puetz Investment Counsel
Michigan
$176K – – –
NSIM
1072
North Star Investment Management
Illinois
$175K – – –
DMBA
1073
Deseret Mutual Benefit Administrators
Utah
$171K – – –
ETH
1074
Exos TFP Holdings
New York
$170K +$124K +1,190 +270%
KC
1075
Kenfarb & Co
Kentucky
$168K – – –
41 42
43
44 45