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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
1226
LaSalle St. Investment Advisors
Illinois
$221K +$217K +1,617 New
DWM
1227
Drive Wealth Management
Utah
$221K +$6.58K +49 +3%
A
1228
Allianz
Germany
$220K – – –
CH
1229
Cromwell Holdings
Wyoming
$220K +$216K +1,609 New
FPAS
1230
Focus Partners Advisor Solutions
Missouri
$220K +$216K +1,606 New
AAS
1231
Ameritas Advisory Services
Nebraska
$220K +$216K +1,605 New
FFS
1232
Founders Financial Securities
Maryland
$219K +$9.94K +74 +5%
NSIM
1233
North Star Investment Management
Illinois
$216K -$13.2K -98 -6%
CA
1234
Claro Advisors
Massachusetts
$216K +$212K +1,575 New
NHT
1235
New Hampshire Trust
New Hampshire
$215K – – –
QIM
1236
Quantitative Investment Management
Virginia
$215K +$212K +1,575 New
BWM
1237
Baron Wealth Management
Michigan
$214K -$47.2K -351 -18%
DT
1238
Diversified Trust
Tennessee
$214K +$210K +1,561 New
EB
1239
Eastern Bank
Massachusetts
$213K -$89.9K -669 -30%
JSW
1240
Journey Strategic Wealth
New Jersey
$213K +$209K +1,555 New
ANB
1241
Amarillo National Bank
Texas
$212K – – –
AC
1242
Allstate Corporation
Illinois
$212K +$208K +1,547 New
KSWWM
1243
Keyes Stange & Wooten Wealth Management
Florida
$210K +$3.49K +26 +2%
YWM
1244
Yoder Wealth Management
California
$210K – – –
PFA
1245
Pathway Financial Advisors
Vermont
$209K – – –
PFM
1246
Phillips Financial Management
Indiana
$209K +$3.36K +25 +2%
TF
1247
Trek Financial
Arizona
$209K -$7.66K -57 -4%
CFO
1248
CVA Family Office
Colorado
$208K +$1.61K +12 +0.8%
PWP
1249
Principle Wealth Partners
Connecticut
$206K – – –
AA
1250
Alta Advisers
United Kingdom
$205K – – –
48 49
50
51 52