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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
701
Bank of Nova Scotia Trust
Ontario, Canada
$16K +$15.8K +240 New
WIM
702
Westside Investment Management
California
$16K – – –
CPIG
703
Chicago Partners Investment Group
Illinois
$15K -$17.8K -270 -55%
WA
704
Winfield Associates
Ohio
$15K – – –
CHP
705
Cable Hill Partners
Oregon
$14K – – –
IP
706
Isthmus Partners
Wisconsin
$14K – – –
GRP
707
Global Retirement Partners
California
$13K – – –
IWM
708
IHT Wealth Management
Illinois
$13K – – –
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$13K +$5.4K +82 +75%
SGAM
710
Smith Group Asset Management
Texas
$10K -$3.29K -50 -26%
SIM
711
Sonora Investment Management
Arizona
$9.62K +$3.29K +50 +56%
BCI
712
Brinker Capital Investments
Pennsylvania
$9K – – –
PG
713
Patten Group
Tennessee
$9K – – –
FHA
714
First Horizon Advisors
Tennessee
$8K +$7.38K +112 New
AOWM
715
Alpha Omega Wealth Management
Virginia
$7K – – –
TSW
716
Thompson Siegel & Walmsley
Virginia
$7K – – –
CFD
717
Creative Financial Designs
Indiana
$6K – – –
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.34K +81 New
PSC
719
Prentiss Smith & Co
Vermont
$6K +$5.93K +90 New
OC
720
Oakworth Capital
Alabama
$6K +$6.26K +95 New
CCM
721
Covington Capital Management
California
$5K +$4.41K +67 New
TCM
722
TD Capital Management
Tennessee
$5K +$5.07K +77 New
SWA
723
Sutton Wealth Advisors
Florida
$3.98K – – –
AF
724
Allworth Financial
California
$3K – – –
EWM
725
Endurance Wealth Management
Rhode Island
$3K – – –
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