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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1501
Operose Advisors
Wisconsin
$91.7K – – –
SA
1502
SRH Advisors
Kansas
$91.7K – – –
PWS
1503
Peterson Wealth Services
Utah
$90.6K +$172 +1 +0.2%
BIM
1504
Breakwater Investment Management
Washington
$88.1K – – –
LB
1505
Legacy Bridge
Iowa
$86.2K – – –
CCM
1506
Chilton Capital Management
Texas
$86.2K +$80.8K +470 New
SWM
1507
Spire Wealth Management
Virginia
$85.5K -$37.5K -218 -32%
NSIM
1508
North Star Investment Management
Illinois
$84.4K – – –
EPAM
1509
Evelyn Partners Asset Management
$83.5K – – –
CCA
1510
Catalyst Capital Advisors
New York
$83.1K -$12.7K -74 -14%
CTC
1511
Cetera Trust Company
Minnesota
$82.6K – – –
FIM
1512
FWL Investment Management
Texas
$82.6K – – –
PWMA
1513
Pension & Wealth Management Advisors
Massachusetts
$82K +$19.4K +113 +34%
FMII
1514
Farmers & Merchants Investments Inc
Nebraska
$81.1K – – –
FFO
1515
Fortitude Family Office
Arizona
$79.8K +$21.6K +126 +41%
DJSG
1516
D.J. St. Germain
Massachusetts
$79.6K -$13.7K -80 -16%
TPWA
1517
Twin Peaks Wealth Advisors
California
$79K +$74.2K +432 New
WA
1518
WPG Advisers
Maryland
$78.9K +$2.06K +12 +3%
MCM
1519
MV Capital Management
Maryland
$77.8K -$13.2K -77 -15%
WTA
1520
Washington Trust Advisors
Massachusetts
$75.4K +$3.09K +18 +5%
VNA
1521
Valley National Advisers
Pennsylvania
$75K +$687 +4 +1%
SCM
1522
Silvant Capital Management
Georgia
$74.1K – – –
PP
1523
PFS Partners
New Jersey
$73.4K – – –
LC
1524
Lavaca Capital
Texas
$73.4K +$34.4K +200 +100%
FPB
1525
First PREMIER Bank
South Dakota
$73K – – –
59 60
61
62 63