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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1126
PDS Planning
Ohio
$358K -$108K -717 -20%
CDWM
1127
Campbell Deegan Wealth Management
Virginia
$358K -$2.85K -19 -0.6%
FPWM
1128
FSB Premier Wealth Management
Iowa
$356K +$434K +2,895 New
AWA
1129
Aaron Wealth Advisors
Illinois
$356K -$77.9K -519 -15%
FIB
1130
First Interstate Bank
Montana
$355K +$78.5K +523 +22%
NA
1131
Nottingham Advisors
New York
$355K – – –
WMA
1132
West Michigan Advisors
Michigan
$354K +$30.3K +202 +8%
WKWM
1133
Walter & Keenan Wealth Management
Indiana
$354K -$24K -160 -5%
MWA
1134
Midland Wealth Advisors
Illinois
$353K -$36.2K -241 -8%
MFWP
1135
Mosaic Family Wealth Partners
Missouri
$352K +$211K +1,408 +97%
OCM
1136
One Capital Management
California
$352K – – –
JSSH
1137
J. Safra Sarasin Holding
$351K – – –
PHS
1138
Pekin Hardy Strauss
Illinois
$347K +$127K +844 +43%
SC
1139
Scotia Capital
Ontario, Canada
$347K -$30.9K -206 -7%
AIM
1140
Axiom Investment Management
New York
$345K +$9.15K +61 +2%
GFP
1141
Gryphon Financial Partners
Ohio
$345K +$69.3K +462 +20%
CRC
1142
Curi RMB Capital
Illinois
$344K -$1.06M -7,064 -72%
GIA
1143
Guyasuta Investment Advisors
Pennsylvania
$343K -$62.1K -414 -13%
CWA
1144
CM Wealth Advisors
Ohio
$340K -$95.6K -637 -19%
CIAM
1145
Caitong International Asset Management
Hong Kong
$339K +$72.9K +486 +21%
HIP
1146
HUB Investment Partners
Texas
$339K +$24.6K +164 +6%
CWM
1147
Calamos Wealth Management
Illinois
$339K -$750 -5 -0.2%
CNBT
1148
Canandaigua National Bank & Trust
New York
$337K +$411K +2,737 New
CIAS
1149
Capital Investment Advisory Services
North Carolina
$337K +$92.9K +619 +29%
CSPIA
1150
Cary Street Partners Investment Advisory
Virginia
$334K -$93.5K -623 -19%
44 45
46
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