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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
701
Executive Wealth Management
Michigan
$989K +$873K +8,765 +999%
PNAA
702
Pictet North America Advisors
Switzerland
$985K -$57.3K -575 -6%
BFS
703
Bard Financial Services
Connecticut
$982K -$14.9K -150 -2%
CWP
704
Cyndeo Wealth Partners
Florida
$975K +$947K +9,506 New
ONB
705
Old National Bancorp
Indiana
$971K -$15.7K -158 -2%
IA
706
IFP Advisors
Florida
$970K -$205K -2,057 -14%
IRC
707
Investors Research Corp
Georgia
$970K +$7.27K +73 +0.8%
RHAM
708
Round Hill Asset Management
California
$962K – – –
PA
709
Pinnacle Associates
New York
$954K +$640K +6,422 +223%
SS
710
Simplicity Solutions
Minnesota
$953K -$77.6K -779 -8%
CIP
711
Capital Insight Partners
Arizona
$948K -$47.8K -480 -5%
KF
712
Krilogy Financial
Missouri
$948K -$289K -2,898 -24%
RC
713
Roundview Capital
New Jersey
$927K +$43.7K +439 +5%
OIA
714
Optimum Investment Advisors
Illinois
$905K -$224K -2,249 -20%
DWT
715
Dorsey & Whitney Trust
South Dakota
$903K +$31.9K +320 +4%
IIM
716
Intact Investment Management
Quebec, Canada
$903K -$219K -2,200 -20%
DBRC
717
D.B. Root & Company
Pennsylvania
$900K -$59.2K -594 -6%
TMAM
718
Tokio Marine Asset Management
Japan
$898K +$52.7K +529 +6%
CCP
719
Carmel Capital Partners
California
$897K +$870K +8,740 New
OL
720
Optas LLC
Texas
$891K -$13.8K -139 -2%
HWAM
721
Hennion & Walsh Asset Management
New Jersey
$881K -$563K -5,654 -40%
TF
722
TIAA FSB
Florida
$881K +$44.5K +447 +5%
LBWM
723
Left Brain Wealth Management
Illinois
$880K +$854K +8,573 New
CCFP
724
Charles Carroll Financial Partners
Massachusetts
$879K – – –
WF
725
WoodTrust Financial
Wisconsin
$865K – – –
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