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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1126
L2 Asset Management
Massachusetts
$452K +$18.8K +105 +4%
FIB
1127
First Interstate Bank
Montana
$448K -$234K -1,309 -33%
USCWA
1128
U.S. Capital Wealth Advisors
Texas
$447K +$96.3K +539 +26%
EI
1129
Ellevest Inc
New York
$445K +$22.7K +127 +5%
TB
1130
Terril Brothers
Missouri
$444K +$225K +1,260 +92%
VVP
1131
Venture Visionary Partners
Ohio
$441K -$121K -679 -21%
OCM
1132
One Capital Management
California
$437K -$32.2K -180 -6%
OF
1133
Optimize Financial
California
$437K +$73.4K +411 +19%
PCM
1134
Permanent Capital Management
Illinois
$434K +$461K +2,578 New
SVWAG
1135
Sound View Wealth Advisors Group
Georgia
$434K -$37.7K -211 -8%
LWM
1136
Lyell Wealth Management
California
$432K – – –
MIH
1137
Meitav Investment House
Israel
$431K +$103K +578 +29%
WAG
1138
Winthrop Advisory Group
Massachusetts
$431K -$14.5K -81 -3%
MWM
1139
Mission Wealth Management
California
$429K -$1.53M -8,580 -77%
EPIMS
1140
Evelyn Partners Investment Management Services
$428K +$103K +577 +29%
GS
1141
GTS Securities
Florida
$428K +$108K +605 +31%
AIA
1142
AssuredPartners Investment Advisors
Florida
$427K +$59K +330 +15%
CAM
1143
Congress Asset Management
Massachusetts
$426K -$41.1K -230 -8%
BFA
1144
Brown Financial Advisors
Ohio
$426K -$30.6K -171 -6%
CWA
1145
Consilium Wealth Advisory
Texas
$422K – – –
NA
1146
Nottingham Advisors
New York
$422K – – –
NC
1147
North Capital
Utah
$421K +$1.97K +11 +0.4%
CA
1148
Carson Advisory
Georgia
$420K -$19.5K -109 -4%
MFIM
1149
Mesirow Financial Investment Management
Illinois
$420K -$75.8K -424 -15%
WF
1150
Welch & Forbes
Massachusetts
$419K +$26.8K +150 +6%
44 45
46
47 48