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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
951
EverSource Wealth Advisors
Alabama
$823K -$95.6K -535 -10%
BCM
952
Becker Capital Management
Oregon
$821K -$24.7K -138 -3%
PS
953
Principal Securities
Iowa
$820K +$18.9K +106 +2%
APWM
954
Argonautica Private Wealth Management
Massachusetts
$820K – – –
AF
955
Allworth Financial
California
$814K -$11.3K -63 -1%
IVP
956
Intrinsic Value Partners
Arizona
$802K – – –
RWB
957
RMR Wealth Builders
New Jersey
$786K -$298K -1,668 -26%
MIM
958
Morningstar Investment Management
Illinois
$785K -$870K -4,869 -51%
ACH
959
ArrowMark Colorado Holdings
Colorado
$781K -$405K -2,266 -33%
PWPS
960
Pinnacle Wealth Planning Services
Ohio
$778K +$41.5K +232 +5%
HI
961
Harbour Investments
Wisconsin
$772K +$4.11K +23 +0.5%
RMAM
962
Raab & Moskowitz Asset Management
New Jersey
$771K +$3.75K +21 +0.5%
MA
963
Mutual Advisors
Nebraska
$770K +$55.7K +312 +7%
RP
964
Riverwater Partners
Wisconsin
$766K -$2.32K -13 -0.3%
GAM
965
Groupama Asset Management
France
$763K -$1.2M -6,722 -60%
IIM
966
Intact Investment Management
Quebec, Canada
$758K -$35.7K -200 -4%
DWM
967
Dakota Wealth Management
Florida
$755K -$6.35M -35,551 -89%
BCWM
968
Bartlett & Co Wealth Management
Ohio
$755K – – –
RCM
969
RB Capital Management
Nevada
$754K -$18.9K -106 -2%
WG
970
Winton Group
United Kingdom
$750K +$795K +4,449 New
MYIA
971
Mount Yale Investment Advisors
Colorado
$745K +$492K +2,751 +165%
SI
972
Sprott Inc
Ontario, Canada
$744K +$16.8K +94 +2%
AFG
973
ABLE Financial Group
Arizona
$744K +$33.8K +189 +4%
PCM
974
Pointe Capital Management
Michigan
$742K – – –
QWM
975
Quadcap Wealth Management
Texas
$742K -$25K -140 -3%
37 38
39
40 41