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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1076
Geller Advisors
New York
$261K +$11.4K +88 +5%
RCA
1077
Resonant Capital Advisors
Wisconsin
$261K +$54.1K +419 +27%
MW
1078
MBL Wealth
North Carolina
$261K +$255K +1,972 New
BG
1079
Bollard Group
Massachusetts
$260K +$646 +5 +0.3%
AIC
1080
Aurora Investment Counsel
Georgia
$259K -$23.9K -185 -9%
MCC
1081
Money Concepts Capital
Florida
$259K +$253K +1,959 New
SFCL
1082
Strengthening Families & Communities LLC
Massachusetts
$257K -$17.8K -138 -7%
IIC
1083
Integrated Investment Consultants
Michigan
$256K -$53.1K -411 -17%
AGP
1084
Autumn Glory Partners
Texas
$256K +$251K +1,940 New
JCM
1085
Jacobi Capital Management
Pennsylvania
$255K -$67.3K -521 -21%
CCM
1086
Cinctive Capital Management
New York
$255K +$249K +1,928 New
CGA
1087
Crescent Grove Advisors
Illinois
$253K +$11.5K +89 +5%
MFA
1088
Mayflower Financial Advisors
Massachusetts
$252K +$25.8K +200 +12%
PA
1089
Procyon Advisors
Connecticut
$252K +$246K +1,908 New
TCBWMS
1090
Texas Capital Bank Wealth Management Services
Texas
$251K -$8.79K -68 -3%
PIM
1091
Perpetual Investment Management
Australia
$250K – – –
NAS
1092
Nicolet Advisory Services
Wisconsin
$250K +$34.2K +265 +16%
IIM
1093
Ipswich Investment Management
Massachusetts
$249K -$1.55K -12 -0.6%
BFC
1094
Bedel Financial Consulting
Indiana
$248K -$3.62K -28 -1%
RSWM
1095
Robertson Stephens Wealth Management
California
$247K +$9.69K +75 +4%
USCWA
1096
U.S. Capital Wealth Advisors
Texas
$245K +$28.4K +220 +13%
SWA
1097
SOA Wealth Advisors
New York
$243K – – –
QT
1098
Quantamental Technologies
New York
$241K -$203K -1,569 -46%
QCIG
1099
Quad-Cities Investment Group
Iowa
$241K – – –
TCWA
1100
Ten Capital Wealth Advisors
Washington
$241K – – –
42 43
44
45 46