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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
701
First Financial Corp
Indiana
$90K – – –
WT
702
Whittier Trust
California
$87K +$23.3K +340 +38%
PGWM
703
Parisi Gray Wealth Management
New Jersey
$87K +$85.3K +1,243 New
WCM
704
Whitener Capital Management
North Carolina
$86K +$84.1K +1,225 New
EA
705
Edge Advisors
Georgia
$85K +$9.27K +135 +12%
SQA
706
Simon Quick Advisors
New Jersey
$80K -$13.7K -200 -16%
FANJ
707
Financial Architects (New Jersey)
New Jersey
$80K +$12.7K +185 +19%
GWM
708
Geneos Wealth Management
Colorado
$79K +$137 +2 +0.2%
PCG
709
Private Capital Group
Connecticut
$76K +$3.64K +53 New
PFBT
710
Parkside Financial Bank & Trust
Missouri
$75K +$28.6K +417 +65%
DSN
711
D. Scott Neal
Kentucky
$71K – – –
CAW
712
Cornerstone Advisors (Washington)
Washington
$69K – – –
WB
713
Webster Bank
Connecticut
$67K – – –
SGAM
714
Smith Group Asset Management
Texas
$67K +$55.6K +810 +579%
NIM
715
NuWave Investment Management
New Jersey
$66K +$64.6K +941 New
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K – – –
PCP
717
Proficio Capital Partners
Massachusetts
$60K +$2.2K +32 +4%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$58K – – –
IUHSA
719
Itau Unibanco Holding S.A.
Brazil
$57K -$18.7K -272 -25%
TL
720
TrueWealth LLC
Georgia
$56K +$54.9K +799 New
NC
721
NewSquare Capital
Pennsylvania
$51K – – –
FRA
722
Front Row Advisors
California
$50K +$48.6K +708 New
CAL
723
Capital Advisors Ltd
Ohio
$49K – – –
MRCM
724
M&R Capital Management
New Jersey
$49K – – –
FPS
725
Fieldpoint Private Securities
Connecticut
$46K – – –
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