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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
751
Independent Advisor Alliance
North Carolina
$745K +$117K +989 +18%
ECM
752
ExodusPoint Capital Management
New York
$742K -$2.35M -19,767 -75%
RCAG
753
Rehmann Capital Advisory Group
Michigan
$738K +$1.9K +16 +0.2%
AWP
754
Accretive Wealth Partners
New Jersey
$738K +$37.1K +313 +5%
JWCA
755
J.W. Coons Advisors
Ohio
$734K – – –
AL
756
Arnhold LLC
New York
$723K – – –
CT
757
Caldwell Trust
Florida
$723K +$82.5K +695 +12%
EAM
758
Erste Asset Management
Austria
$705K -$184K -1,550 -20%
CB
759
CNB Bank
Pennsylvania
$703K +$9.85K +83 +1%
EAM
760
Eagle Asset Management
Florida
$702K -$172K -1,450 -19%
DBRC
761
D.B. Root & Company
Pennsylvania
$699K -$142K -1,200 -16%
RC
762
Roundview Capital
New Jersey
$698K +$721K +6,078 New
PWPS
763
Pinnacle Wealth Planning Services
Ohio
$696K -$116K -976 -14%
FIM
764
Fruth Investment Management
Texas
$688K – – –
MAFM
765
Mid Atlantic Financial Management
Pennsylvania
$687K +$19.6K +165 +3%
PI
766
Putnam Investments
Massachusetts
$686K -$5.07M -42,697 -88%
RC
767
RegentAtlantic Capital
New Jersey
$676K +$96.8K +816 +16%
CI
768
Conning Inc
Connecticut
$674K -$119K -1,000 -15%
AAS
769
Avantax Advisory Services
Texas
$671K +$49.3K +415 +8%
CNC
770
Canandaigua National Corp
New York
$669K – – –
MC
771
Machina Capital
France
$666K +$688K +5,800 New
CWM
772
Chesapeake Wealth Management
Virginia
$664K -$547K -4,607 -44%
PHS
773
Pekin Hardy Strauss
Illinois
$661K -$23.7K -200 -3%
BCP
774
Berkeley Capital Partners
Georgia
$660K -$69.5K -586 -9%
AWM
775
Apollon Wealth Management
South Carolina
$660K +$396K +3,339 +139%
29 30
31
32 33