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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1051
HBK Sorce Advisory
Pennsylvania
$228K +$219K +2,019 New
SWM
1052
Selective Wealth Management
Virginia
$228K +$218K +2,017 New
CTB
1053
Country Trust Bank
Illinois
$228K – – –
SS
1054
Sunbelt Securities
Texas
$227K +$152K +1,403 +233%
BAM
1055
Bosun Asset Management
Illinois
$226K – – –
DLG
1056
Daniel L. Goodwin
$226K – – –
SMA
1057
Sage Mountain Advisors
Georgia
$226K +$216K +1,998 New
AGA
1058
Arkos Global Advisors
Texas
$224K +$214K +1,979 New
JCM
1059
Jacobi Capital Management
Pennsylvania
$222K -$32.3K -298 -13%
MRCM
1060
M&R Capital Management
New Jersey
$222K -$14.2K -131 -6%
WCM
1061
Whitener Capital Management
North Carolina
$221K +$211K +1,950 New
DIA
1062
Dana Investment Advisors
Wisconsin
$220K – – –
SPP
1063
Single Point Partners
Massachusetts
$220K +$211K +1,944 New
OPOWM
1064
One Plus One Wealth Management
Florida
$218K – – –
CCA
1065
Catalyst Capital Advisors
New York
$217K -$60.5K -559 -23%
MRC
1066
Millburn Ridgefield Corp
New York
$217K -$60.5K -559 -23%
CHAM
1067
Clear Harbor Asset Management
Connecticut
$215K +$205K +1,897 New
BFC
1068
Bedel Financial Consulting
Indiana
$214K +$205K +1,894 New
EH
1069
Equitable Holdings
New York
$213K +$204K +1,888 New
CHP
1070
Cable Hill Partners
Oregon
$213K -$26.2K -242 -11%
SIG
1071
Stonegate Investment Group
Alabama
$212K +$203K +1,876 New
AWA
1072
Aaron Wealth Advisors
Illinois
$212K +$203K +1,874 New
IP
1073
Ignite Planners
California
$211K – – –
GRP
1074
Global Retirement Partners
California
$211K +$325 +3 +0.2%
FNA
1075
First National Advisers
Nebraska
$211K -$32.5K -300 -14%
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