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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1126
Berry Wealth Group
Texas
$440K -$5.09K -33 -1%
SVWAG
1127
Sound View Wealth Advisors Group
Georgia
$439K +$20.5K +133 +5%
FMLI
1128
Fukoku Mutual Life Insurance
Japan
$435K – – –
PCM
1129
Penserra Capital Management
California
$434K +$4.93K +32 +1%
GA
1130
Geller Advisors
New York
$429K +$2.16K +14 +0.5%
LCWP
1131
Legacy Capital Wealth Partners
Arkansas
$427K +$410K +2,660 New
HB
1132
HTLF Bank
Colorado
$425K -$83.7K -543 -17%
IFWM
1133
Institute for Wealth Management
Colorado
$425K – – –
CWM
1134
Calamos Wealth Management
Illinois
$424K – – –
RT
1135
Rockland Trust
Massachusetts
$422K +$405K +2,629 New
PTC
1136
Private Trust Company
Ohio
$422K -$12K -78 -3%
WF
1137
Welch & Forbes
Massachusetts
$421K -$3.7K -24 -0.9%
CBT
1138
CoreFirst Bank & Trust
Kansas
$418K – – –
SCM
1139
Sterling Capital Management
North Carolina
$414K +$397K +2,576 New
CP
1140
Covenant Partners
Tennessee
$413K +$2K +13 +0.5%
LWM
1141
Lyell Wealth Management
California
$412K -$27K -175 -6%
BOS
1142
Bank of Stockton
California
$405K -$174K -1,131 -31%
AIA
1143
Angeles Investment Advisors
California
$405K +$388K +2,519 New
ACM
1144
Advisors Capital Management
New Jersey
$403K +$387K +2,507 New
NA
1145
Nottingham Advisors
New York
$403K – – –
SIG
1146
Sargent Investment Group
Maryland
$401K +$2.31K +15 +0.6%
BB
1147
Burford Brothers
Texas
$400K – – –
CFFP
1148
Center for Financial Planning
Michigan
$400K – – –
PAM
1149
Peak Asset Management
Colorado
$399K – – –
CWA
1150
Consilium Wealth Advisory
Texas
$399K – – –
44 45
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47 48