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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
951
Merrion Investment Management
New Jersey
$343K -$54.1K -500 -14%
BJL
952
Brighton Jones LLC
Washington
$341K -$58.6K -541 -15%
VST
953
Van Strum & Towne
California
$339K – – –
EB
954
Eastern Bank
Massachusetts
$335K -$43.3K -400 -12%
GLR
955
Great Lakes Retirement
Ohio
$334K -$758 -7 -0.2%
PP
956
PDS Planning
Ohio
$333K +$79.3K +732 +33%
GIA
957
Gladstone Institutional Advisory
Florida
$332K +$12.2K +113 +4%
SWM
958
SeaCrest Wealth Management
New York
$332K -$650 -6 -0.2%
WKWM
959
Walter & Keenan Wealth Management
Indiana
$331K +$75.8K +700 +31%
CP
960
Covenant Partners
Tennessee
$331K -$3.03K -28 -0.9%
BFS
961
Bradley Foster & Sargent
Connecticut
$331K +$1.19K +11 +0.4%
SC
962
Solstein Capital
California
$330K +$22.7K +210 +8%
FCP
963
Fidelis Capital Partners
Florida
$329K +$18.1K +167 +6%
DBRC
964
D.B. Root & Company
Pennsylvania
$327K -$633K -5,842 -67%
QI
965
Qtron Investments
Massachusetts
$326K – – –
PWS
966
Peterson Wealth Services
Utah
$325K +$4.12K +38 +1%
RPCONE
967
Retirement Planning Company of New England
Rhode Island
$318K -$7.25K -67 -2%
RWA
968
Ropes Wealth Advisors
Massachusetts
$317K +$304K +2,804 New
PI
969
PFG Investments
New York
$315K +$26.2K +242 +10%
CBT
970
CoreFirst Bank & Trust
Kansas
$313K – – –
GI
971
GAMCO Investors
Connecticut
$313K -$11.8K -109 -4%
MAM
972
Mystic Asset Management
Rhode Island
$312K – – –
IA
973
Inspire Advisors
Idaho
$311K +$31.7K +293 +12%
WP
974
WMS Partners
Maryland
$309K +$217 +2 +0.1%
IFWM
975
Institute for Wealth Management
Colorado
$309K -$4.76K -44 -2%
37 38
39
40 41