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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1301
Maridea Wealth Management
New York
$287K +$6.2K +38 +2%
PFBT
1302
Parkside Financial Bank & Trust
Missouri
$286K -$26.9K -165 -8%
EC
1303
EntryPoint Capital
New York
$286K +$297K +1,821 New
MAM
1304
Marquette Asset Management
Minnesota
$285K +$4.08K +25 +1%
GIA
1305
Gladstone Institutional Advisory
Florida
$284K +$2.45K +15 +0.8%
HCM
1306
Howard Capital Management
Georgia
$283K -$282K -1,729 -49%
GP
1307
GLR Partners
Maryland
$282K +$292K +1,791 New
OL
1308
one8zero8 LLC
North Carolina
$282K – – –
ECM
1309
Elgethun Capital Management
South Dakota
$281K – – –
SWA
1310
SOA Wealth Advisors
New York
$280K – – –
GWP
1311
Gateway Wealth Partners
Wisconsin
$279K +$290K +1,776 New
FWA
1312
FSM Wealth Advisors
Ohio
$279K +$7.83K +48 +3%
OWP
1313
Obermeyer Wealth Partners
Colorado
$277K – – –
CAC
1314
Core Alternative Capital
Georgia
$276K -$20.4K -125 -7%
BG
1315
Bollard Group
Massachusetts
$276K +$979 +6 +0.3%
1W
1316
1776 Wealth
Georgia
$276K – – –
MHIC
1317
Marble Harbor Investment Counsel
Massachusetts
$275K – – –
VDC
1318
Van Diest Capital
Iowa
$274K +$284K +1,740 New
WFI
1319
West Family Investments
California
$272K -$9.46K -58 -3%
ST
1320
Spinnaker Trust
Maine
$272K – – –
SIM
1321
SSI Investment Management
California
$271K – – –
BOS
1322
Bank of Stockton
California
$271K -$53.8K -330 -16%
MCM
1323
Manchester Capital Management
Vermont
$270K -$21.5K -132 -7%
MWA
1324
Meridian Wealth Advisors
Texas
$270K +$65.7K +403 +31%
EFA
1325
Evernest Financial Advisors
Indiana
$269K -$8.48K -52 -3%
51 52
53
54 55