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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1476
Spire Wealth Management
Virginia
$87.5K +$9.47K +53 +11%
CAM
1477
Close Asset Management
United Kingdom
$87K – – –
PSB
1478
Piscataqua Savings Bank
New Hampshire
$86.8K -$4.47K -25 -5%
T
1479
TOBAM
France
$86K -$1.97K -11 -2%
HPC
1480
HM Payson & Co
Maine
$85.1K – – –
HFM
1481
Hartford Financial Management
Connecticut
$84.2K – – –
OA
1482
Operose Advisors
Wisconsin
$84.2K – – –
SA
1483
SRH Advisors
Kansas
$84.2K – – –
AWM
1484
Activest Wealth Management
Florida
$82.9K +$69.9K +391 +387%
BIM
1485
Breakwater Investment Management
Washington
$80.9K – – –
S
1486
Sachetta
Massachusetts
$79.8K +$44.8K +251 +113%
LB
1487
Legacy Bridge
Iowa
$79.2K – – –
NSIM
1488
North Star Investment Management
Illinois
$78.1K +$536 +3 +0.7%
TC
1489
Truvestments Capital
Florida
$77.3K +$16.1K +90 +24%
YDMI
1490
Y.D. More Investments
Israel
$76.8K -$12.9K -72 -14%
CTC
1491
Cetera Trust Company
Minnesota
$75.8K – – –
FMII
1492
Farmers & Merchants Investments Inc
Nebraska
$74.5K – – –
PWMA
1493
Pension & Wealth Management Advisors
Massachusetts
$73.9K -$1.43K -8 -2%
OP
1494
ORG Partners
Indiana
$73.6K +$8.04K +45 +11%
FFO
1495
Fortitude Family Office
Arizona
$73.3K – – –
CCA
1496
Catalyst Capital Advisors
New York
$73.1K -$3.4K -19 -4%
DJSG
1497
D.J. St. Germain
Massachusetts
$73.1K – – –
RFP
1498
Root Financial Partners
California
$73.1K +$77.5K +434 New
MCM
1499
MV Capital Management
Maryland
$71.4K – – –
VNA
1500
Valley National Advisers
Pennsylvania
$70K +$1.43K +8 +2%
58 59
60
61 62