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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
726
M&R Capital Management
New Jersey
$50K – – –
APP
727
Avantax Planning Partners
Iowa
$49K +$49.7K +680 New
MAM
728
Magellan Asset Management
Australia
$48K +$11.8K +161 +33%
CPIG
729
Chicago Partners Investment Group
Illinois
$48K +$31.4K +430 +189%
FPS
730
Fieldpoint Private Securities
Connecticut
$47K – – –
AWM
731
Aevitas Wealth Management
Massachusetts
$45K – – –
GAM
732
Gemmer Asset Management
California
$44K – – –
TFS
733
TrustCore Financial Services
Tennessee
$42K – – –
KA
734
Kaizen Advisory
Illinois
$40K – – –
CFA
735
Carroll Financial Associates
North Carolina
$39K – – –
WA
736
WealthTrust-Arizona
Arizona
$39K – – –
HFM
737
Hartford Financial Management
Connecticut
$36K – – –
GWS
738
Glassman Wealth Services
Virginia
$36K +$9.65K +132 +36%
CLOS
739
Compagnie Lombard Odier SCmA
Switzerland
$36K +$36.5K +500 New
AF
740
Advisornet Financial
Minnesota
$35K – – –
MCWS
741
McKinley Carter Wealth Services
West Virginia
$32K +$32.5K +445 New
FANJ
742
Financial Architects (New Jersey)
New Jersey
$30K -$52.3K -715 -63%
PAI
743
Pittenger & Anderson Inc
Nebraska
$29K – – –
TFO
744
Tarbox Family Office
California
$29K – – –
VCM
745
Versant Capital Management
Arizona
$29K – – –
PWAG
746
Polaris Wealth Advisory Group
California
$27K +$27.5K +376 New
MWM
747
MinichMacGregor Wealth Management
New York
$26K -$731 -10 -3%
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$24.3K -$20.8K -284 -46%
TWA
749
TCI Wealth Advisors
Arizona
$24K – – –
FC
750
Ferris Capital
Massachusetts
$24K +$23.8K +325 New
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30
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