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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1051
Resurgent Financial Advisors
Georgia
$585K -$28.4K -179 -4%
A
1052
Argentarii
Ohio
$585K +$621K +3,923 New
ANTB
1053
AMG National Trust Bank
Colorado
$582K -$18.8K -119 -3%
BCWM
1054
Bartlett & Co Wealth Management
Ohio
$579K – – –
SFS
1055
Stiles Financial Services
Minnesota
$578K +$73.7K +465 +14%
IA
1056
Inspire Advisors
Idaho
$575K -$11.1K -70 -2%
HA
1057
Harfst & Associates
Wyoming
$573K -$265K -1,670 -30%
ATPW
1058
Ashton Thomas Private Wealth
Arizona
$573K +$4.28K +27 +0.7%
HTC
1059
Haverford Trust Company
Pennsylvania
$573K – – –
DAS
1060
Dynamic Advisor Solutions
Arizona
$572K -$137K -862 -18%
EWA
1061
EverSource Wealth Advisors
Alabama
$571K -$51.6K -326 -8%
GS
1062
GTS Securities
Florida
$570K -$75.1K -474 -11%
V
1063
VeraBank
Texas
$567K -$7.92K -50 -1%
CBT
1064
Central Bank & Trust
Kentucky
$565K -$123K -776 -17%
CI
1065
CX Institutional
Indiana
$562K -$3.8K -24 -0.6%
MA
1066
Mutual Advisors
Nebraska
$562K +$40.7K +257 +7%
AA
1067
ALPS Advisors
Colorado
$555K -$13.9K -88 -2%
ICP
1068
Interchange Capital Partners
Pennsylvania
$555K -$32.2K -203 -5%
SOS
1069
Silver Oak Securities
Tennessee
$554K -$242K -1,527 -29%
BPC
1070
Bryce Point Capital
New York
$552K +$587K +3,706 New
RL
1071
Rogco LP
Oklahoma
$552K -$475 -3 -0.1%
KFC
1072
Klingenstein Fields & Co
New York
$549K – – –
UWPG
1073
Ullmann Wealth Partners Group
Florida
$546K – – –
CPW
1074
Crestmont Private Wealth
Texas
$546K +$18.4K +116 +3%
MGIA
1075
Moneta Group Investment Advisors
Missouri
$545K -$119K -751 -17%
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