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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
876
Prospera Financial Services
Texas
$795K +$114K +860 +17%
MFC
877
Mechanics Financial Corp
Ohio
$785K +$21.9K +165 +3%
WPC
878
Wedmont Private Capital
Pennsylvania
$776K +$15.7K +118 +2%
CCA
879
Checchi Capital Advisers
California
$775K -$12.8K -96 -2%
GBT
880
Grove Bank & Trust
Florida
$767K +$381K +2,868 +106%
EFG
881
Embree Financial Group
Illinois
$767K – – –
OHWP
882
Oak Harbor Wealth Partners
North Carolina
$749K +$797 +6 +0.1%
BCP
883
Berkeley Capital Partners
Georgia
$747K +$2.39K +18 +0.3%
SAM
884
Smartleaf Asset Management
Massachusetts
$744K +$229K +1,723 +46%
WIM
885
Waverton Investment Management
United Kingdom
$740K +$17.8K +134 +3%
IWA
886
Icon Wealth Advisors
Texas
$737K -$34.1K -257 -5%
MTIC
887
Missouri Trust & Investment Company
Missouri
$734K -$162K -1,220 -19%
PWPS
888
Pinnacle Wealth Planning Services
Ohio
$730K +$19.3K +145 +3%
DWA
889
Douglass Winthrop Advisors
New York
$729K +$480K +3,616 +214%
CBT
890
Central Bank & Trust
Kentucky
$728K -$135K -1,020 -16%
NP
891
Ninepoint Partners
Ontario, Canada
$725K – – –
RP
892
Riverwater Partners
Wisconsin
$716K -$4.65K -35 -0.7%
QCG
893
Quadrant Capital Group
Ohio
$716K -$2.39K -18 -0.3%
CFA
894
Capstone Financial Advisors
Illinois
$713K +$2.26K +17 +0.3%
IVP
895
Intrinsic Value Partners
Arizona
$712K -$5.31K -40 -0.8%
AA
896
ALPS Advisors
Colorado
$710K -$67.7K -510 -9%
MG
897
Markel Group
Virginia
$704K – – –
PI
898
PEAK6 Investments
Illinois
$704K +$680K +5,120 New
PIA
899
Perennial Investment Advisors
California
$699K -$15.1K -114 -2%
WS
900
Wedbush Securities
California
$698K +$364K +2,739 +117%
34 35
36
37 38