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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
901
Formidable Asset Management
Ohio
$321K -$73.7K -650 -19%
ANB
902
Amarillo National Bank
Texas
$321K – – –
LSAG
903
Lake Street Advisors Group
New Hampshire
$318K +$15K +132 +5%
CBT
904
CoreFirst Bank & Trust
Kansas
$316K -$4.54K -40 -1%
SIMM
905
Stillwater Investment Management (Minnesota)
Minnesota
$309K +$908 +8 +0.3%
BS
906
Boenning & Scattergood
Pennsylvania
$307K – – –
CCP
907
Cardan Capital Partners
Colorado
$307K – – –
LOAMS
908
Lombard Odier Asset Management (Switzerland)
Switzerland
$306K +$311K +2,738 New
ITIM
909
Indiana Trust & Investment Management
Indiana
$305K – – –
WP
910
WMS Partners
Maryland
$304K -$82.8K -730 -21%
ACP
911
Ashfield Capital Partners
California
$303K – – –
WT
912
Whittier Trust
California
$303K +$32.4K +286 +12%
SWM
913
SeaCrest Wealth Management
New York
$300K +$20.4K +180 +7%
CFM
914
Coronation Fund Managers
South Africa
$300K +$304K +2,684 New
SC
915
Solstein Capital
California
$293K – – –
BA
916
Bristlecone Advisors
Washington
$290K +$13.2K +116 +5%
AFM
917
Andesa Financial Management
Pennsylvania
$288K +$293K +2,580 New
YIA
918
YHB Investment Advisors
Connecticut
$287K – – –
IEFM
919
IQ EQ Fund Management
Ireland
$286K -$383K -3,378 -57%
EWM
920
Evermay Wealth Management
Virginia
$284K +$50.5K +445 +21%
SW
921
StrongBox Wealth
Missouri
$284K +$289K +2,545 New
ARMT
922
Amica Retiree Medical Trust
Rhode Island
$283K – – –
1SB
923
1ST Source Bank
Indiana
$282K -$18.7K -165 -6%
HH
924
Hilltop Holdings
Texas
$282K +$681 +6 +0.2%
BJL
925
Brighton Jones LLC
Washington
$281K +$72K +635 +34%
35 36
37
38 39