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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1326
Mount Yale Investment Advisors
Colorado
$284K -$89K -543 -25%
SIM
1327
Sentry Investment Management
Wisconsin
$282K -$89.1K -544 -23%
SW
1328
SlateStone Wealth
Florida
$282K +$164 +1 +0.1%
JFGLC
1329
Johnson Financial Group LLC (Colorado)
Colorado
$282K +$268K +1,634 New
CWP
1330
Cyndeo Wealth Partners
Florida
$280K -$655 -4 -0.2%
CIC
1331
Chilton Investment Company
Connecticut
$279K +$265K +1,618 New
ECA
1332
Elevated Capital Advisors
Utah
$278K -$42.9K -262 -14%
IAN
1333
Integrated Advisors Network
Texas
$278K -$18.8K -115 -7%
A
1334
Allianz
Germany
$278K – – –
TGAM
1335
TBH Global Asset Management
Tennessee
$278K +$264K +1,610 New
CH
1336
Cromwell Holdings
Wyoming
$278K – – –
FNT
1337
First National Trust
Pennsylvania
$277K – – –
PFBT
1338
Parkside Financial Bank & Trust
Missouri
$276K +$13.9K +85 +6%
FPW
1339
Flywheel Private Wealth
California
$276K – – –
UPS
1340
UHLMANN PRICE SECURITIES
Illinois
$276K – – –
HCM
1341
Hilton Capital Management
New York
$274K +$261K +1,591 New
GSEP
1342
Golden State Equity Partners
California
$273K -$12K -73 -4%
MWM
1343
Modern Wealth Management
Kansas
$272K -$38.7K -236 -13%
KWA
1344
Kingswood Wealth Advisors
California
$272K -$4.92K -30 -2%
IWM
1345
IHT Wealth Management
Illinois
$271K – – –
LAM
1346
Longboard Asset Management
Arizona
$269K – – –
ANB
1347
Amarillo National Bank
Texas
$267K – – –
VAF
1348
Values Added Financial
District of Columbia
$264K +$10.5K +64 +4%
CFGW
1349
Chancellor Financial Group WB
Pennsylvania
$264K – – –
CNBOF
1350
City National Bank of Florida
Florida
$264K +$22.4K +137 +10%
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