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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
926
Pathstone Family Office
New Jersey
$245K – – –
CCM
927
Coldstream Capital Management
Washington
$243K +$218K +2,104 New
YMRC
928
Yorktown Management & Research Company
Virginia
$242K -$166K -1,600 -43%
EWM
929
Evermay Wealth Management
Virginia
$242K +$218K +2,096 New
CS
930
Capital Square
Tennessee
$238K – – –
GT
931
Glenview Trust
Kentucky
$237K – – –
CBFP
932
Cedar Brook Financial Partners
Ohio
$236K +$213K +2,049 New
SPC
933
Sigma Planning Corp
Michigan
$235K -$2.49K -24 -1%
SIG
934
Sargent Investment Group
Maryland
$235K +$212K +2,042 New
WF
935
WoodTrust Financial
Wisconsin
$233K – – –
IFWM
936
Institute for Wealth Management
Colorado
$232K +$209K +2,014 New
IC
937
Inscription Capital
Texas
$231K -$3.84K -37 -2%
PCP
938
Proficio Capital Partners
Massachusetts
$231K -$2.7K -26 -1%
CTB
939
Country Trust Bank
Illinois
$231K – – –
DLG
940
Daniel L. Goodwin
$231K – – –
WCWM
941
Willow Creek Wealth Management
California
$231K – – –
NFG
942
Next Financial Group
Texas
$230K +$8.51K +82 +4%
WKWM
943
Walter & Keenan Wealth Management
Indiana
$229K +$206K +1,987 New
TCBWMS
944
Texas Capital Bank Wealth Management Services
Texas
$229K +$207K +1,990 New
FAM
945
Fulcrum Asset Management
United Kingdom
$226K – – –
BG
946
Bollard Group
Massachusetts
$225K – – –
BCA
947
Berman Capital Advisors
Georgia
$225K +$49.7K +479 +32%
JIC
948
Johnson Investment Counsel
Ohio
$223K +$201K +1,936 New
JSL
949
JT Stratford LLC
Georgia
$222K +$199K +1,922 New
NAM
950
NorthCoast Asset Management
Connecticut
$218K +$196K +1,893 New
36 37
38
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