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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
926
YHB Investment Advisors
Connecticut
$282K – – –
BCM
927
Breiter Capital Management
Florida
$282K +$274K +2,378 New
BCA
928
Berman Capital Advisors
Georgia
$280K +$11.4K +99 +4%
TAIM
929
TD Ameritrade Investment Management
Nebraska
$279K +$64.5K +560 +31%
WPW
930
Waldron Private Wealth
Pennsylvania
$278K -$230 -2 -0.1%
BONST
931
Bank of Nova Scotia Trust
Ontario, Canada
$278K +$270K +2,342 New
FNBOH
932
First National Bank of Hutchinson
Kansas
$277K -$15.9K -138 -6%
OPOWM
933
One Plus One Wealth Management
Florida
$274K – – –
IFWM
934
Institute for Wealth Management
Colorado
$273K +$8.4K +73 +3%
AWM
935
Accurate Wealth Management
Florida
$272K +$264K +2,291 New
BPA
936
Beacon Pointe Advisors
California
$272K +$264K +2,293 New
CCM
937
Coldstream Capital Management
Washington
$270K +$3.22K +28 +1%
FWM
938
Frontier Wealth Management
Missouri
$269K -$6.91K -60 -3%
BFM
939
Boston Financial Management
Massachusetts
$269K – – –
GIA
940
Goodwin Investment Advisory
Georgia
$268K +$259K +2,254 New
GT
941
Glenview Trust
Kentucky
$267K +$22.7K +197 +10%
WANY
942
Wealthspire Advisors (New York)
New York
$262K -$822K -7,138 -76%
MC
943
Middleton & Co
Massachusetts
$262K +$5.75K +50 +2%
P
944
Palladiem
Pennsylvania
$259K – – –
PCP
945
Proficio Capital Partners
Massachusetts
$259K +$15.4K +134 +7%
HIA
946
Harbor Investment Advisory
Maryland
$258K – – –
VC
947
Veracity Capital
Georgia
$258K +$115 +1 +0%
CBFP
948
Cedar Brook Financial Partners
Ohio
$258K +$12.5K +109 +5%
ECM
949
Elgethun Capital Management
South Dakota
$257K +$691 +6 +0.3%
SNT
950
Security National Trust
West Virginia
$254K – – –
36 37
38
39 40