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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1701
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21K – – –
BCM
1702
Blume Capital Management
California
$1.21K +$1.15K +7 New
BMC
1703
Bear Mountain Capital
Washington
$1.18K +$1.15K +7 New
ADL
1704
Asset Dedication LLC
California
$1.03K – – –
PWM
1705
Parkworth Wealth Management
California
$1.03K – – –
WTFG
1706
Wood Tarver Financial Group
Idaho
$1.03K – – –
ACA
1707
American Capital Advisory
Idaho
$1.03K +$983 +6 New
BG
1708
Bollard Group
Massachusetts
$1K – – –
LCM
1709
Logan Capital Management
Pennsylvania
$863 – – –
SFGP
1710
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$863 +$819 +5 New
CAM
1711
Chesapeake Asset Management
New York
$862 – – –
FGAM
1712
Financial Gravity Asset Management
Texas
$690 +$655 +4 New
CTWM
1713
Cherry Tree Wealth Management
Minnesota
$518 – – –
CWP
1714
Concord Wealth Partners
Virginia
$345 – – –
BGWM
1715
Bridge Generations Wealth Management
Florida
$345 +$328 +2 New
HHGA
1716
Halbert Hargrove Global Advisors
California
$345 +$328 +2 New
HIA
1717
HFM Investment Advisors
New Jersey
$345 +$328 +2 New
CAWM
1718
Capital A Wealth Management
Pennsylvania
$173 -$983 -6 -86%
CHP
1719
Castle Hook Partners
New York
– -$29.9M -200,843 Closed
ZIG
1720
Zurich Insurance Group
Switzerland
– -$29.8M -200,231 Closed
LOM
1721
LTS One Management
New York
– -$22.4M -150,000 Closed
GIG
1722
Goodnow Investment Group
Connecticut
– -$15.5M -103,870 Closed
AIM
1723
Achmea Investment Management
Netherlands
– -$10.8M -72,420 Closed
CCIA
1724
Campbell & Co Investment Adviser
Maryland
– -$10.4M -70,023 Closed
SCM
1725
Sone Capital Management
New York
– -$6.45M -43,259 Closed
67 68
69
70 71