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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1076
NewEdge Wealth
Pennsylvania
$225K +$235K +2,049 New
LA
1077
Lifeworks Advisors
Michigan
$224K -$1.95K -17 -0.8%
SMA
1078
Sage Mountain Advisors
Georgia
$223K +$3.21K +28 +1%
OW
1079
Olistico Wealth
Oklahoma
$223K – – –
CTB
1080
Country Trust Bank
Illinois
$222K – – –
SS
1081
Sunbelt Securities
Texas
$221K +$229 +2 +0.1%
BAM
1082
Bosun Asset Management
Illinois
$220K – – –
CP
1083
Cumberland Partners
Ontario, Canada
$220K +$229K +2,000 New
AL
1084
Aspiriant LLC
California
$219K +$228K +1,994 New
GCM
1085
Graham Capital Management
Connecticut
$219K +$228K +1,987 New
SWM
1086
Selective Wealth Management
Virginia
$218K -$1.95K -17 -0.8%
AGA
1087
Arkos Global Advisors
Texas
$218K – – –
MRCM
1088
M&R Capital Management
New Jersey
$217K +$1.38K +12 +0.6%
FTWA
1089
Fifth Third Wealth Advisors
Ohio
$217K +$226K +1,969 New
CC
1090
Centiva Capital
New York
$217K +$225K +1,968 New
WCM
1091
Whitener Capital Management
North Carolina
$215K – – –
DIA
1092
Dana Investment Advisors
Wisconsin
$214K – – –
ICP
1093
Interchange Capital Partners
Pennsylvania
$214K +$223K +1,946 New
WPW
1094
Waldron Private Wealth
Pennsylvania
$213K -$33.2K -290 -13%
OPOWM
1095
One Plus One Wealth Management
Florida
$212K – – –
MIM
1096
Meixler Investment Management
Arizona
$210K +$5.16K +45 +2%
CHAM
1097
Clear Harbor Asset Management
Connecticut
$209K – – –
BFC
1098
Bedel Financial Consulting
Indiana
$208K – – –
AWA
1099
Aaron Wealth Advisors
Illinois
$206K -$229 -2 -0.1%
DCM
1100
Dupont Capital Management
Delaware
$206K -$7.93M -69,197 -97%
42 43
44
45 46