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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1426
Catalyst Funds Management
Australia
$211K -$78.3K -500 -28%
AWP
1427
Atlas Wealth Partners
Pennsylvania
$209K +$15.7K +100 +8%
ECA
1428
Elevated Capital Advisors
Utah
$208K -$9.55K -61 -5%
HFP
1429
Holistic Financial Partners
Indiana
$208K +$201K +1,285 New
AT
1430
Avalon Trust
New Mexico
$206K -$2.04K -13 -1%
OC
1431
Oarsman Capital
Wisconsin
$206K -$99.9K -638 -33%
EWM
1432
Empirical Wealth Management
Washington
$206K +$199K +1,272 New
TWPM
1433
Total Wealth Planning & Management
Florida
$205K +$198K +1,266 New
CB
1434
Cadence Bank
Mississippi
$205K – – –
CAM
1435
Claret Asset Management
Quebec, Canada
$204K -$313 -2 -0.2%
USB
1436
Union Savings Bank
Connecticut
$203K +$197K +1,256 New
IP
1437
Isthmus Partners
Wisconsin
$202K – – –
WAG
1438
Winthrop Advisory Group
Massachusetts
$202K -$206K -1,316 -51%
YWM
1439
Yoder Wealth Management
California
$201K +$194K +1,242 New
HW
1440
Hancock Whitney
Mississippi
$201K -$16.4K -105 -8%
GT
1441
GreatBanc Trust
Illinois
$201K -$783 -5 -0.4%
DMBA
1442
Deseret Mutual Benefit Administrators
Utah
$200K -$12.7K -81 -6%
CAAS
1443
Capital Asset Advisory Services
Michigan
$200K +$189K +1,205 New
SS
1444
SBI Securities
Japan
$195K +$22.1K +141 +13%
AA
1445
AlphaCentric Advisors
Puerto Rico
$192K +$186K +1,185 New
HB
1446
Horizon Bancorp
Indiana
$191K -$7.83K -50 -4%
CM
1447
Capula Management
Cayman Islands
$189K -$99.4K -635 -35%
BSC
1448
Brown Shipley & Co
United Kingdom
$182K -$940 -6 -0.5%
CHC
1449
City Holding Co
West Virginia
$181K – – –
BWA
1450
Basecamp Wealth Advisors
Washington
$179K +$173K +1,107 New
56 57
58
59 60