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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1076
Evoke Wealth
California
$525K +$57.6K +353 +12%
CSPIA
1077
Cary Street Partners Investment Advisory
Virginia
$525K -$55.8K -342 -9%
UWS
1078
Unique Wealth Strategies
Illinois
$525K +$544K +3,335 New
FCH
1079
Freestone Capital Holdings
Washington
$524K +$35.4K +217 +7%
FCM
1080
Fieldview Capital Management
Michigan
$523K +$125K +769 +30%
KAS
1081
KPP Advisory Services
Kentucky
$522K +$38.3K +235 +8%
DAS
1082
Dynamic Advisor Solutions
Arizona
$520K +$10.1K +62 +2%
SFS
1083
Sowell Financial Services
Arkansas
$515K -$204K -1,249 -28%
NP
1084
NorthRock Partners
Minnesota
$514K +$151K +928 +40%
LT
1085
Legacy Trust
Michigan
$510K -$4.08K -25 -0.8%
ACL
1086
Applied Capital LLC
Florida
$509K -$16.3K -100 -3%
WA
1087
WP Advisors
California
$504K +$1.63K +10 +0.3%
GIA
1088
Guyasuta Investment Advisors
Pennsylvania
$504K – – –
GFG
1089
Goldstone Financial Group
Illinois
$503K +$3.75K +23 +0.7%
WAM
1090
Wolverine Asset Management
Illinois
$503K – – –
SCM
1091
Shelton Capital Management
Colorado
$502K -$14.4K -88 -3%
SA
1092
SPWM Advisors
Michigan
$501K +$524K +3,215 New
AO
1093
Advisor OS
Illinois
$496K +$111K +682 +28%
GDP
1094
Great Diamond Partners
Maine
$492K -$4.4K -27 -0.9%
USCWA
1095
U.S. Capital Wealth Advisors
Texas
$492K +$87.8K +538 +21%
JIC
1096
Johnson Investment Counsel
Ohio
$489K -$13.7K -84 -3%
GAM
1097
Groupama Asset Management
France
$489K -$182K -1,117 -26%
MWA
1098
Midland Wealth Advisors
Illinois
$489K -$150K -919 -23%
BOH
1099
Bank of Hawaii
Hawaii
$488K -$8.16K -50 -2%
SIA
1100
Soltis Investment Advisors
Utah
$487K +$16.5K +101 +3%
42 43
44
45 46