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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
801
Fiduciary Trust
Massachusetts
$574K – – –
SVWAG
802
Sound View Wealth Advisors Group
Georgia
$574K +$95.4K +841 +20%
TWI
803
Thomas White International
Illinois
$568K -$277K -2,446 -32%
RC
804
RegentAtlantic Capital
New Jersey
$568K +$76.4K +673 +15%
WP
805
WealthShield Partners
North Carolina
$565K +$119K +1,048 +26%
SWMP
806
Signature Wealth Management Partners
New Jersey
$564K – – –
PMA
807
Prudent Man Advisors
Illinois
$563K +$10.6K +93 +2%
MIM
808
Merrion Investment Management
New Jersey
$562K – – –
DWT
809
Dorsey & Whitney Trust
South Dakota
$553K +$2.38K +21 +0.4%
CT
810
Caldwell Trust
Florida
$552K +$72.7K +641 +15%
WA
811
WP Advisors
California
$551K -$50.6K -446 -8%
CFA
812
Capstone Financial Advisors
Illinois
$549K +$195K +1,717 +54%
MWNA
813
Marshall Wace North America
New York
$549K +$558K +4,915 New
WBG
814
Wharton Business Group
Pennsylvania
$544K – – –
ANTB
815
AMG National Trust Bank
Colorado
$543K – – –
ACM
816
Allred Capital Management
Texas
$541K -$1.02K -9 -0.2%
RMAM
817
Raab & Moskowitz Asset Management
New Jersey
$522K -$56.7K -500 -10%
II
818
Inspire Investing
Idaho
$515K +$24.2K +213 +5%
RRAM
819
River Road Asset Management
Kentucky
$507K +$227 +2 +0%
ACA
820
Atlas Capital Advisors
Wyoming
$506K -$19.3K -170 -4%
TAM
821
Trust Asset Management
Texas
$503K +$91.1K +803 +22%
PAM
822
Peak Asset Management
Colorado
$500K – – –
BCM
823
Bluefin Capital Management
New York
$491K +$499K +4,400 New
SIM
824
SSI Investment Management
California
$486K -$113 -1 -0%
FBB
825
Fulton Breakefield Broenniman
Maryland
$486K +$493K +4,348 New
31 32
33
34 35