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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1326
Sentry Investment Management
Wisconsin
$282K -$89.1K -544 -23%
SW
1327
SlateStone Wealth
Florida
$282K +$164 +1 +0.1%
JFGLC
1328
Johnson Financial Group LLC (Colorado)
Colorado
$282K +$268K +1,634 New
CWP
1329
Cyndeo Wealth Partners
Florida
$280K -$655 -4 -0.2%
CIC
1330
Chilton Investment Company
Connecticut
$279K +$265K +1,618 New
ECA
1331
Elevated Capital Advisors
Utah
$278K -$42.9K -262 -14%
IAN
1332
Integrated Advisors Network
Texas
$278K -$18.8K -115 -7%
A
1333
Allianz
Germany
$278K – – –
TGAM
1334
TBH Global Asset Management
Tennessee
$278K +$264K +1,610 New
CH
1335
Cromwell Holdings
Wyoming
$278K – – –
FNT
1336
First National Trust
Pennsylvania
$277K – – –
PFBT
1337
Parkside Financial Bank & Trust
Missouri
$276K +$13.9K +85 +6%
FPW
1338
Flywheel Private Wealth
California
$276K – – –
UPS
1339
UHLMANN PRICE SECURITIES
Illinois
$276K – – –
HCM
1340
Hilton Capital Management
New York
$274K +$261K +1,591 New
GSEP
1341
Golden State Equity Partners
California
$273K -$12K -73 -4%
MWM
1342
Modern Wealth Management
Kansas
$272K -$38.7K -236 -13%
KWA
1343
Kingswood Wealth Advisors
California
$272K -$4.92K -30 -2%
IWM
1344
IHT Wealth Management
Illinois
$271K – – –
LAM
1345
Longboard Asset Management
Arizona
$269K – – –
ANB
1346
Amarillo National Bank
Texas
$267K – – –
VAF
1347
Values Added Financial
District of Columbia
$264K +$10.5K +64 +4%
CFGW
1348
Chancellor Financial Group WB
Pennsylvania
$264K – – –
CNBOF
1349
City National Bank of Florida
Florida
$264K +$22.4K +137 +10%
OL
1350
OneFund LLC
Florida
$263K +$164 +1 +0.1%
52 53
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55 56