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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1076
Axiom Advisory
California
$375K +$375K +2,790 New
FCH
1077
Freestone Capital Holdings
Washington
$373K +$9.27K +69 +3%
WF
1078
Welch & Forbes
Massachusetts
$371K +$107K +795 +43%
FMLI
1079
Fukoku Mutual Life Insurance
Japan
$370K -$78.6K -585 -18%
PTC
1080
Private Trust Company
Ohio
$370K -$21.1K -157 -5%
PWMG
1081
Prestige Wealth Management Group
New Jersey
$368K +$338K +2,514 +1,420%
AC
1082
Avestar Capital
New York
$368K +$21.8K +162 +6%
KWA
1083
Kingswood Wealth Advisors
California
$367K -$17.9K -133 -5%
PCM
1084
Penserra Capital Management
California
$367K +$3.49K +26 +1%
RC
1085
Rovin Capital
Arizona
$366K -$296K -2,204 -45%
GM
1086
GeoWealth Management
Illinois
$365K +$95.8K +713 +36%
GA
1087
Geller Advisors
New York
$364K +$806 +6 +0.2%
IFWM
1088
Institute for Wealth Management
Colorado
$362K +$134 +1 +0%
TWA
1089
Tandem Wealth Advisors
Arizona
$362K – – –
CWM
1090
Calamos Wealth Management
Illinois
$362K +$2.96K +22 +0.8%
ABC
1091
Associated Banc-Corp
Wisconsin
$360K – – –
SFS
1092
Stiles Financial Services
Minnesota
$359K +$73.4K +546 +26%
CBT
1093
CoreFirst Bank & Trust
Kansas
$357K -$13.7K -102 -4%
FFA
1094
First Foundation Advisors
California
$356K -$12.1K -90 -3%
SVWAG
1095
Sound View Wealth Advisors Group
Georgia
$356K -$806 -6 -0.2%
BCV
1096
Banque Cantonale Vaudoise
Switzerland
$354K +$347K +2,586 New
WB
1097
WesBanco Bank
West Virginia
$354K +$1.07K +8 +0.3%
AWA
1098
Aaron Wealth Advisors
Illinois
$352K +$57.6K +429 +20%
LW
1099
Linscomb Wealth
Texas
$352K +$117K +874 +52%
RPCONE
1100
Retirement Planning Company of New England
Rhode Island
$351K -$12.9K -96 -4%
42 43
44
45 46