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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
776
Argent Capital Management
Missouri
$889K – – –
AAS
777
Avantax Advisory Services
Texas
$887K +$84.7K +639 +11%
VFM
778
Vivid Financial Management
California
$887K +$99.5K +751 +13%
NHC
779
Nicholas Hoffman & Company
Georgia
$877K -$55.6K -420 -6%
JWCA
780
J.W. Coons Advisors
Ohio
$875K – – –
MSCM
781
McElhenny Sheffield Capital Management
Texas
$875K +$136K +1,025 +19%
SSG
782
Summit Securities Group
New York
$870K +$842K +6,359 New
SF
783
Summit Financial
New Jersey
$869K +$183K +1,379 +28%
AL
784
Arnhold LLC
New York
$862K – – –
TA
785
TCM Advisors
West Virginia
$858K +$828K +6,254 New
FHB
786
First Hawaiian Bank
Hawaii
$856K -$72.6K -548 -8%
CFM
787
Coronation Fund Managers
South Africa
$853K -$236K -1,778 -22%
SFA
788
Souders Financial Advisors
Ohio
$837K +$53.8K +406 +7%
RCAG
789
Rehmann Capital Advisory Group
Michigan
$833K -$44.5K -336 -5%
RC
790
Roundview Capital
New Jersey
$831K +$132 +1 +0%
CB
791
CNB Bank
Pennsylvania
$829K -$7.42K -56 -0.9%
FF
792
FourThought Financial
Florida
$828K -$98K -740 -11%
FIM
793
Fruth Investment Management
Texas
$820K – – –
DBRC
794
D.B. Root & Company
Pennsylvania
$819K -$13.6K -103 -2%
MFC
795
Mechanics Financial Corp
Ohio
$819K +$793K +5,988 New
OTL
796
Oak Thistle LLC
New York
$819K +$793K +5,989 New
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$816K -$13.5K -102 -2%
MWM
798
Modera Wealth Management
New Jersey
$806K +$498K +3,757 +176%
BRWM
799
B. Riley Wealth Management
Tennessee
$805K +$153K +1,152 +24%
CNC
800
Canandaigua National Corp
New York
$800K +$2.52K +19 +0.3%
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