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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
1101
Eagle Bay Advisors
New York
$20K +$18.1K +157 New
WBC
1102
West Branch Capital
Massachusetts
$20K +$19K +165 New
RA
1103
Resolute Advisors
California
$19K – – –
TWM
1104
Tradition Wealth Management
Minnesota
$19K – – –
SWA
1105
Sutton Wealth Advisors
Florida
$18K – – –
RFA
1106
Reilly Financial Advisors
California
$18K -$11.7K -102 -40%
PMFA
1107
Plante Moran Financial Advisors
Michigan
$18K -$7.14K -62 -29%
SC
1108
Sierra Capital
Florida
$18K – – –
WTC
1109
WhitTier Trust Company
Nevada
$18K – – –
ICM
1110
Islay Capital Management
Texas
$17K – – –
PO
1111
Private Ocean
California
$17K +$16.1K +140 New
SIM
1112
Sonora Investment Management
Arizona
$16K +$3.8K +33 +32%
LWP
1113
Lumature Wealth Partners
Georgia
$16K +$4.14K +36 +36%
CMBA
1114
C.M. Bidwell & Associates
Hawaii
$16K +$15.4K +134 New
OC
1115
Oakworth Capital
Alabama
$15K – – –
SWA
1116
SOA Wealth Advisors
New York
$15K +$2.19K +19 +17%
CFO
1117
CVA Family Office
Colorado
$13K -$40.3K -350 -77%
HFM
1118
Harvest Fund Management
China
$13K -$34.8K -302 -73%
MHR
1119
Matthew Hamilton Rosenberg
$13K -$15.9K -138 -55%
TSW
1120
Thompson Siegel & Walmsley
Virginia
$13K – – –
CCA
1121
Column Capital Advisors
Indiana
$12K – – –
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$5.87K +51 +106%
FPB
1123
First PREMIER Bank
South Dakota
$12K +$11.5K +100 New
FNBOSM
1124
First National Bank of South Miami
Florida
$11K – – –
AW
1125
Alaethes Wealth
Nevada
$11K +$10.9K +95 New
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