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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
926
HHM Wealth Advisors
Tennessee
$114K +$8.51K +93 +8%
FWM
927
Focused Wealth Management
New York
$110K -$9.15K -100 -8%
HI
928
Hudock Inc
Pennsylvania
$106K +$3.94K +43 +4%
RMC
929
Resources Management Corp
Connecticut
$105K +$25.2K +275 +31%
HIA
930
Harbor Investment Advisory
Maryland
$102K +$43.9K +479 +76%
PMAM
931
Picton Mahoney Asset Management
Ontario, Canada
$101K +$101K +1,100 New
CWC
932
Carolinas Wealth Consulting
North Carolina
$101K +$101K +1,102 New
PA
933
Procyon Advisors
Connecticut
$93K -$16.1K -176 -15%
GWM
934
Geneos Wealth Management
Colorado
$93K +$49.4K +540 +110%
HIIFS
935
Harel Insurance Investments & Financial Services
Israel
$92K +$91.5K +1,000 New
TPWA
936
TRUE Private Wealth Advisors
Oregon
$87K -$1.28K -14 -1%
AA
937
Ancora Advisors
Ohio
$87K – – –
EFSCE
938
Enterprise Financial Services Corp (EFSC)
Missouri
$86K +$1.1K +12 +1%
GRP
939
Global Retirement Partners
California
$84K +$15.7K +172 +23%
BWM
940
Baystate Wealth Management
Massachusetts
$81K +$92 +1 +0.1%
FHA
941
First Horizon Advisors
Tennessee
$80K +$1.65K +18 +2%
CFB
942
Cullen/Frost Bankers
Texas
$78K – – –
PMFA
943
Plante Moran Financial Advisors
Michigan
$78K +$3.39K +37 +5%
BL
944
Balentine LLC
Georgia
$77K +$56.9K +622 +291%
TC
945
Truvestments Capital
Florida
$75K – – –
M
946
Mirova
France
$74K -$1.56K -17 -2%
SIAS
947
Shine Investment Advisory Services
Colorado
$72K – – –
CFD
948
Creative Financial Designs
Indiana
$72K +$71.8K +784 New
KPCM
949
Kings Point Capital Management
New York
$70K – – –
SCA
950
Stonebridge Capital Advisors
Minnesota
$69K – – –
36 37
38
39 40