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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
876
Allred Capital Management
Texas
$526K -$1.95K -17 -0.4%
PWPS
877
Pinnacle Wealth Planning Services
Ohio
$524K -$344 -3 -0.1%
APWM
878
Argonautica Private Wealth Management
Massachusetts
$521K – – –
RWM
879
Ritholtz Wealth Management
New York
$519K +$187K +1,631 +53%
FFM
880
Forum Financial Management
Illinois
$516K +$43.6K +381 +9%
RC
881
Roundview Capital
New Jersey
$512K +$533K +4,651 New
HWM
882
Hohimer Wealth Management
Washington
$511K +$6.64K +58 +1%
MWM
883
Meridian Wealth Management
Kentucky
$509K -$82.6K -721 -13%
CA
884
Carson Advisory
Georgia
$509K -$229 -2 -0%
PAM
885
Paradigm Asset Management
New York
$504K – – –
CIA
886
Choate Investment Advisors
Massachusetts
$503K +$50.2K +438 +11%
HTC
887
Haverford Trust Company
Pennsylvania
$502K – – –
RMAM
888
Raab & Moskowitz Asset Management
New Jersey
$498K – – –
LT
889
Legacy Trust
Michigan
$496K -$3.78K -33 -0.7%
CWP
890
Capital Wealth Planning
Florida
$492K -$22.9K -200 -4%
SP
891
Symmetry Partners
Connecticut
$490K +$32.5K +284 +7%
CFGS
892
Concourse Financial Group Securities
Alabama
$485K +$3.67K +32 +0.7%
ACL
893
Applied Capital LLC
Florida
$482K -$9.16K -80 -2%
ESCM
894
Echo Street Capital Management
New York
$479K +$499K +4,357 New
LOAMU
895
Lombard Odier Asset Management (USA)
New York
$473K – – –
IWC
896
Integrated Wealth Concepts
Massachusetts
$473K +$143K +1,247 +41%
WWP
897
WR Wealth Planners
Missouri
$472K +$19.6K +171 +4%
CCIA
898
Campbell & Co Investment Adviser
Maryland
$472K -$52.9K -462 -10%
CAAS
899
Capital Asset Advisory Services
Michigan
$470K -$48.1K -420 -9%
RC
900
Rovin Capital
Arizona
$470K -$5.27K -46 -1%
34 35
36
37 38