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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1201
J. Safra Asset Management
New York
$66K – – –
OA
1202
Operose Advisors
Wisconsin
$66K – – –
SFG
1203
Steward Financial Group
Texas
$66K – – –
BWM
1204
Baystate Wealth Management
Massachusetts
$65K +$258 +2 +0.4%
RTC
1205
Riverview Trust Company
Washington
$62K +$60.5K +468 New
AS
1206
Altshuler Shaham
Israel
$59K -$3.36K -26 -6%
GWSG
1207
GPS Wealth Strategies Group
Colorado
$59K +$14.3K +111 +33%
LAS
1208
Lloyd Advisory Services
Georgia
$58K +$56.8K +440 New
SGAM
1209
Smith Group Asset Management
Texas
$57K -$3.1K -24 -5%
FMII
1210
Farmers & Merchants Investments Inc
Nebraska
$57K -$2.97K -23 -5%
SCM
1211
Silvant Capital Management
Georgia
$53K -$489K -3,789 -90%
CI
1212
Carroll Investors
South Carolina
$53K -$34.9K -270 -40%
TFO
1213
Tarbox Family Office
California
$53K -$15.6K -121 -23%
SC
1214
Steph & Co
Wisconsin
$53K – – –
CAM
1215
Close Asset Management
United Kingdom
$52K – – –
JFGIW
1216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K – – –
UCB
1217
United Community Bank
South Carolina
$49.5K – – –
ZIG
1218
Zullo Investment Group
Pennsylvania
$49K -$646 -5 -1%
VNA
1219
Valley National Advisers
Pennsylvania
$48K – – –
KA
1220
Kozak & Associates
Colorado
$47K – – –
EI
1221
Ellevest Inc
New York
$47K +$18K +139 +63%
PSB
1222
Piscataqua Savings Bank
New Hampshire
$46K -$5.17K -40 -10%
CDIA
1223
Capital Directions Investment Advisors
Georgia
$46K +$45.3K +351 New
BWS
1224
BCR Wealth Strategies
Alabama
$45K – – –
WTA
1225
Washington Trust Advisors
Massachusetts
$44K -$79.8K -618 -65%
47 48
49
50 51