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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
851
Shepherd Financial Partners
Massachusetts
$879K +$1.86K +14 +0.2%
JWCA
852
J.W. Coons Advisors
Ohio
$879K – – –
UIA
853
Ulland Investment Advisors
Minnesota
$873K -$34.7K -261 -4%
MWM
854
Mission Wealth Management
California
$866K +$837K +6,299 New
OTL
855
Oak Thistle LLC
New York
$866K +$836K +6,298 New
CG
856
Caprock Group
Idaho
$858K +$40.2K +303 +5%
AGWCA
857
Annis Gardner Whiting Capital Advisors
Florida
$858K +$101K +761 +14%
SCM
858
Stevens Capital Management
Pennsylvania
$857K +$829K +6,239 New
BA
859
Bristlecone Advisors
Washington
$856K -$1.06K -8 -0.1%
WT
860
Whittier Trust
California
$847K -$11.3K -85 -1%
LD
861
Lipe & Dalton
New York
$843K +$342K +2,576 +72%
EWA
862
EP Wealth Advisors
California
$839K +$32.9K +248 +4%
BCM
863
Becker Capital Management
Oregon
$833K -$52.1K -392 -6%
CI
864
Cigna Investments
Connecticut
$828K – – –
GL
865
Graypoint LLC
New York
$827K +$26.8K +202 +3%
VFA
866
Valeo Financial Advisors
Indiana
$826K -$31.7K -239 -4%
SC
867
Syon Capital
California
$825K +$19.3K +145 +2%
CC
868
Commons Capital
Massachusetts
$824K +$531 +4 +0.1%
FIM
869
Fruth Investment Management
Texas
$824K – – –
NHC
870
Nicholas Hoffman & Company
Georgia
$820K -$34.7K -261 -4%
HT
871
Headlands Technologies
Illinois
$819K +$792K +5,962 New
SP
872
Stonebrook Private
Michigan
$815K +$31.5K +237 +4%
FRM
873
Fox Run Management
Connecticut
$814K +$787K +5,924 New
STA
874
Summit Trail Advisors
New York
$811K +$279K +2,100 +55%
PA
875
Parallel Advisors
California
$804K +$50.2K +378 +7%
33 34
35
36 37