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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1101
Integrated Investment Consultants
Michigan
$282K +$2.83K +25 +1%
DIA
1102
Dana Investment Advisors
Wisconsin
$281K +$26.9K +237 +12%
WC
1103
Waterloo Capital
Texas
$281K +$248K +2,185 New
ECM
1104
Elgethun Capital Management
South Dakota
$280K – – –
FIM
1105
Freedom Investment Management
Connecticut
$279K -$26.4K -233 -10%
FTIS
1106
First Trust Investment Solutions
Florida
$278K +$245K +2,161 New
FTWA
1107
Fifth Third Wealth Advisors
Ohio
$273K +$18.1K +160 +8%
MC
1108
Middleton & Co
Massachusetts
$273K – – –
MSFS
1109
Main Street Financial Solutions
Pennsylvania
$273K -$5.78K -51 -2%
PI
1110
Putnam Investments
Massachusetts
$267K -$3.01M -26,580 -93%
AWA
1111
Aaron Wealth Advisors
Illinois
$266K +$22.8K +201 +11%
MG
1112
Mather Group
Illinois
$266K -$22.9K -202 -9%
SCP
1113
Sivia Capital Partners
California
$263K +$232K +2,048 New
SB
1114
Sunflower Bank
Texas
$263K +$21.3K +188 +10%
LA
1115
LVW Advisors
New York
$262K +$232K +2,043 New
FFO
1116
Fiduciary Family Office
Florida
$262K +$231K +2,037 New
GRP
1117
Global Retirement Partners
California
$262K +$21.7K +191 +10%
OW
1118
Olistico Wealth
Oklahoma
$260K – – –
SS
1119
Sunbelt Securities
Texas
$258K +$113 +1 +0%
JCM
1120
Jacobi Capital Management
Pennsylvania
$257K +$227K +2,003 New
CTB
1121
Country Trust Bank
Illinois
$257K -$1.59K -14 -0.7%
CA
1122
Commerzbank Aktiengesellschaft
Germany
$256K +$226K +1,993 New
WIA
1123
Wetzel Investment Advisors
Indiana
$255K +$225K +1,982 New
AGA
1124
Arkos Global Advisors
Texas
$254K – – –
EP
1125
Edgestream Partners
New Jersey
$252K -$1.71M -15,081 -88%
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45
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