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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
776
NewSquare Capital
Pennsylvania
$55K – – –
CLOS
777
Compagnie Lombard Odier SCmA
Switzerland
$53K – – –
CIM
778
Contravisory Investment Management
Massachusetts
$53K +$4.87K +65 +10%
FRA
779
Front Row Advisors
California
$51K -$824 -11 -2%
MAM
780
Magellan Asset Management
Australia
$50K – – –
FPS
781
Fieldpoint Private Securities
Connecticut
$49K -$39.3K -525 -45%
FAM
782
Foresters Asset Management
Ontario, Canada
$49K -$18.7K -250 -28%
LC
783
Lindbrook Capital
California
$49K – – –
OIA
784
OneDigital Investment Advisors
Kansas
$48K +$75 +1 +0.2%
AWM
785
Aevitas Wealth Management
Massachusetts
$46K – – –
PFBT
786
Parkside Financial Bank & Trust
Missouri
$45K +$3.67K +49 +9%
TFS
787
TrustCore Financial Services
Tennessee
$44K – – –
PAI
788
Pittenger & Anderson Inc
Nebraska
$44K +$43.1K +575 New
AIM
789
Advantage Investment Management
Iowa
$40K -$19.2K -256 -33%
GAM
790
Gemmer Asset Management
California
$40K -$11.2K -150 -22%
GWS
791
Glassman Wealth Services
Virginia
$39K +$1.5K +20 +4%
HFM
792
Hartford Financial Management
Connecticut
$38K – – –
HCM
793
Hilton Capital Management
New York
$38K +$1.57K +21 +4%
GRP
794
Global Retirement Partners
California
$36K -$300 -4 -0.8%
FANJ
795
Financial Architects (New Jersey)
New Jersey
$32K – – –
TFO
796
Tarbox Family Office
California
$30K – – –
AIA
797
Alera Investment Advisors
Illinois
$29K +$8.54K +114 +42%
VCM
798
Versant Capital Management
Arizona
$26K -$2.25K -30 -8%
FCA
799
FinTrust Capital Advisors
South Carolina
$25K -$1.42K -19 -6%
DBT
800
Dubuque Bank & Trust
Iowa
$24K +$9.44K +126 +70%
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