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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1176
KRS Capital Management
Michigan
$222K -$45.4K -400 -19%
CW
1177
CIC Wealth
Maryland
$221K +$195K +1,722 New
WPWM
1178
Western Pacific Wealth Management
Illinois
$220K +$9.07K +80 +5%
SMA
1179
Seven Mile Advisory
New Jersey
$219K +$194K +1,708 New
FLII
1180
First Long Island Investors
New York
$218K +$193K +1,700 New
KFG
1181
Kingdom Financial Group
Arizona
$218K +$193K +1,698 New
WB
1182
WesBanco Bank
West Virginia
$218K -$60.7K -535 -24%
SA
1183
Strategic Advisors
New York
$217K +$192K +1,691 New
DWA
1184
Douglass Winthrop Advisors
New York
$217K +$191K +1,687 New
BOH
1185
Bank of Hawaii
Hawaii
$216K +$191K +1,681 New
WAP
1186
Wealthcare Advisory Partners
Pennsylvania
$216K +$190K +1,679 New
YWM
1187
Yoder Wealth Management
California
$216K +$190K +1,679 New
NSIM
1188
North Star Investment Management
Illinois
$216K – – –
VAF
1189
Values Added Financial
District of Columbia
$214K +$189K +1,670 New
CWA
1190
CM Wealth Advisors
Ohio
$214K +$189K +1,665 New
AL
1191
Aspiriant LLC
California
$214K -$37.4K -330 -17%
WF
1192
Welch & Forbes
Massachusetts
$214K +$189K +1,663 New
AFG
1193
Atomi Financial Group
New York
$214K +$189K +1,663 New
PCIG
1194
Partners Capital Investment Group
Massachusetts
$212K +$188K +1,655 New
WFA
1195
Wellspring Financial Advisors
Ohio
$210K +$185K +1,636 New
CWM
1196
Congress Wealth Management
Massachusetts
$210K +$185K +1,635 New
GI
1197
GAMCO Investors
Connecticut
$209K -$94.7K -835 -34%
WMA
1198
West Michigan Advisors
Michigan
$209K +$185K +1,628 New
SWS
1199
SYSTM Wealth Solutions
Illinois
$209K +$185K +1,628 New
BFEC
1200
Benjamin F. Edwards & Company
Missouri
$209K +$104K +915 +128%
46 47
48
49 50