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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1276
Muirfield Wealth Advisors
North Carolina
$237K +$289K +1,929 New
QWP
1277
Quotient Wealth Partners
Texas
$237K -$75K -500 -21%
MC
1278
Middleton & Co
Massachusetts
$237K – – –
AP
1279
Americana Partners
Texas
$237K -$104K -696 -27%
BHC
1280
Bull Harbor Capital
Maryland
$235K -$19.7K -131 -6%
OP
1281
Oslo Pensjonsforsikring
$234K +$130K +869 +84%
SP
1282
SmartHarvest Portfolios
Washington
$234K -$83.6K -557 -23%
BAM
1283
Bosun Asset Management
Illinois
$234K – – –
BTW
1284
Boston Trust Walden
Massachusetts
$232K +$2.1K +14 +0.7%
DE
1285
Defiance ETFs
New York
$231K -$7.35K -49 -3%
HIIFS
1286
Harel Insurance Investments & Financial Services
Israel
$229K -$58.7K -391 -17%
MWA
1287
Meridian Wealth Advisors
Texas
$228K +$20K +133 +8%
CAM
1288
Claret Asset Management
Quebec, Canada
$226K +$276K +1,837 New
EFS
1289
Essex Financial Services
Connecticut
$225K -$21.2K -141 -7%
LA
1290
Layline Advisors
New York
$225K -$1.05K -7 -0.4%
AP
1291
Anchyra Partners
Georgia
$224K -$56.6K -377 -17%
CA
1292
Claro Advisors
Massachusetts
$224K -$33.9K -226 -11%
ECM
1293
Elgethun Capital Management
South Dakota
$224K +$4.95K +33 +2%
FAT
1294
First American Trust
California
$224K -$12.2K -81 -4%
GIA
1295
Gladstone Institutional Advisory
Florida
$223K +$1.05K +7 +0.4%
MAM
1296
Marquette Asset Management
Minnesota
$223K -$150 -1 -0.1%
AP
1297
Arlington Partners
Alabama
$222K +$43.1K +287 +19%
FPW
1298
Flywheel Private Wealth
California
$222K +$30K +200 +13%
MA
1299
MYDA Advisors
New York
$222K +$270K +1,800 New
PCM
1300
Permanent Capital Management
Illinois
$221K -$57.5K -383 -18%
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