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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1101
CX Institutional
Indiana
$226K -$2.08M -15,679 -90%
MAG
1102
MRA Advisory Group
New Jersey
$226K +$219K +1,654 New
PPP
1103
Private Portfolio Partners
New Jersey
$225K +$218K +1,648 New
AGA
1104
Arkos Global Advisors
Texas
$225K +$218K +1,644 New
RWM
1105
Ritholtz Wealth Management
New York
$225K +$218K +1,644 New
WTB
1106
Washington Trust Bank
Washington
$224K -$9.2M -69,457 -98%
USCWA
1107
U.S. Capital Wealth Advisors
Texas
$224K +$217K +1,635 New
MGIM
1108
M&G Investment Management
United Kingdom
$223K -$74.1K -559 -26%
BEI
1109
Benjamin Edwards Inc
Missouri
$221K +$47.4K +358 +29%
CCA
1110
Cottonwood Capital Advisors
Utah
$221K +$214K +1,613 New
OWP
1111
Obermeyer Wealth Partners
Colorado
$221K +$214K +1,613 New
KC
1112
Kenfarb & Co
Kentucky
$221K +$214K +1,615 New
SC
1113
Sierra Capital
Florida
$220K +$193K +1,455 +939%
PCM
1114
Prelude Capital Management
New York
$220K +$213K +1,605 New
MSFS
1115
Main Street Financial Solutions
Pennsylvania
$220K +$213K +1,610 New
FWCM
1116
Ferguson Wellman Capital Management
Oregon
$219K +$212K +1,600 New
SLWA
1117
San Luis Wealth Advisors
California
$218K -$226K -1,705 -52%
FWP
1118
FAS Wealth Partners
Kansas
$218K +$211K +1,591 New
AWM
1119
Aries Wealth Management
Maine
$216K +$209K +1,577 New
FFC
1120
First Financial Corp
Indiana
$214K – – –
HPWM
1121
Highland Private Wealth Management
Washington
$214K +$207K +1,563 New
RG
1122
Rathbones Group
United Kingdom
$212K +$206K +1,553 New
RCA
1123
Resonant Capital Advisors
Wisconsin
$211K +$205K +1,546 New
WCM
1124
Whitener Capital Management
North Carolina
$211K +$205K +1,550 New
LW
1125
Linscomb Wealth
Texas
$209K +$202K +1,526 New
43 44
45
46 47