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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Claris Advisors
Missouri
$643 +$617 +4 New
FGC
1602
Financial Gravity Companies
Texas
$643 +$617 +4 New
CSWM
1603
Cassady Schiller Wealth Management
Ohio
$482 – – –
CTWM
1604
Cherry Tree Wealth Management
Minnesota
$482 – – –
YDMI
1605
Y.D. More Investments
Israel
$131 +$2.47K +16 +6%
CAM
1606
Creekmur Asset Management
Illinois
$102 -$30.8K -200 -100%
DWM
1607
Dogwood Wealth Management
Kansas
$11 – – –
SW
1608
SVB Wealth
Massachusetts
– -$16.3M -118,993 Closed
NO
1609
Ninety One
South Africa
– -$11.5M -83,952 Closed
SP
1610
Saranac Partners
– -$4.97M -36,285 Closed
AC
1611
AMS Capital
Brazil
– -$3.44M -25,098 Closed
WG
1612
Winton Group
United Kingdom
– -$3.4M -24,870 Closed
OQS
1613
Occudo Quantitative Strategies
Florida
– -$2.37M -17,284 Closed
SC
1614
Settian Capital
New York
– -$2.33M -17,000 Closed
CFM
1615
Coronation Fund Managers
South Africa
– -$1.78M -13,036 Closed
KF
1616
Krilogy Financial
Missouri
– -$1.62M -11,808 Closed
LODC
1617
Lanham O'Dell & Company
West Virginia
– -$1.37M -10,000 Closed
SW
1618
Simplicity Wealth
New Jersey
– -$1.34M -9,777 Closed
SEC
1619
Seven Eight Capital
New York
– -$1.25M -9,096 Closed
RIA
1620
Realta Investment Advisors
Delaware
– -$1.2M -8,765 Closed
TAMH
1621
Taikang Asset Management (HK)
Hong Kong
– -$1.04M -7,600 Closed
AC
1622
AXQ Capital
New Jersey
– -$1.03M -7,500 Closed
PAS
1623
Point72 Asia (Singapore)
Singapore
– -$793K -5,793 Closed
MA
1624
MYDA Advisors
New York
– -$684K -5,000 Closed
PWA
1625
Pillar Wealth Advisors
Pennsylvania
– -$659K -4,811 Closed
63 64
65
66 67