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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
851
Left Brain Wealth Management
Illinois
$887K -$52K -387 -6%
TAM
852
Trust Asset Management
Texas
$885K – – –
ACM
853
Accent Capital Management
Ohio
$883K – – –
PNAA
854
Pictet North America Advisors
Switzerland
$878K -$1.2M -8,962 -58%
SFP
855
Shepherd Financial Partners
Massachusetts
$876K +$537 +4 +0.1%
JWCA
856
J.W. Coons Advisors
Ohio
$875K – – –
PFS
857
Prospera Financial Services
Texas
$867K +$73.5K +547 +9%
VFA
858
Valeo Financial Advisors
Indiana
$866K +$12.8K +95 +2%
SAM
859
Smartleaf Asset Management
Massachusetts
$855K +$106K +790 +15%
BA
860
Bristlecone Advisors
Washington
$851K -$1.48K -11 -0.2%
OIA
861
Optimum Investment Advisors
Illinois
$849K -$67.7K -504 -8%
FI
862
Financial Insights
Washington
$848K -$246K -1,828 -23%
GI
863
GAMMA Investing
California
$845K +$301K +2,240 +57%
WIA
864
World Investment Advisors
California
$844K +$201K +1,495 +32%
QWM
865
Quadcap Wealth Management
Texas
$840K +$518K +3,858 +170%
WPC
866
Wedmont Private Capital
Pennsylvania
$836K -$15.2K -113 -2%
SC
867
Syon Capital
California
$836K +$13.3K +99 +2%
UIA
868
Ulland Investment Advisors
Minnesota
$825K -$43.5K -324 -5%
PA
869
Parallel Advisors
California
$824K +$22K +164 +3%
IFU
870
iSAM Funds (UK)
United Kingdom
$823K +$808K +6,014 New
FIM
871
Fruth Investment Management
Texas
$821K – – –
BP
872
Ballentine Partners
Massachusetts
$818K +$154K +1,144 +24%
QCG
873
Quadrant Capital Group
Ohio
$818K +$103K +763 +15%
SYBT
874
Stock Yards Bank & Trust
Kentucky
$805K -$178K -1,328 -18%
CC
875
Commons Capital
Massachusetts
$803K -$17.5K -130 -2%
33 34
35
36 37