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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
976
Johnson Investment Counsel
Ohio
$234K +$227K +1,968 New
EWM
977
EPG Wealth Management
Georgia
$233K -$3.45K -30 -2%
TC
978
Telemus Capital
Michigan
$233K +$226K +1,964 New
BG
979
Bollard Group
Massachusetts
$232K +$575 +5 +0.3%
FNT
980
First National Trust
Pennsylvania
$231K -$3.8K -33 -2%
NA
981
NewEdge Advisors
Louisiana
$225K +$218K +1,896 New
SW
982
SlateStone Wealth
Florida
$224K +$218K +1,890 New
FCH
983
Freestone Capital Holdings
Washington
$223K +$5.18K +45 +2%
SWP
984
Strategic Wealth Partners
Ohio
$222K +$215K +1,871 New
DAS
985
Dynamic Advisor Solutions
Arizona
$221K +$214K +1,860 New
MRC
986
Millburn Ridgefield Corp
New York
$220K +$214K +1,857 New
T
987
TOBAM
France
$219K – – –
QCIG
988
Quad-Cities Investment Group
Iowa
$217K – – –
CGA
989
Crescent Grove Advisors
Illinois
$217K +$210K +1,825 New
BFC
990
Bedel Financial Consulting
Indiana
$216K -$2.19K -19 -1%
HHGA
991
Halbert Hargrove Global Advisors
California
$214K +$208K +1,805 New
EN1L
992
Engine No 1 LLC
California
$213K +$207K +1,797 New
DIM
993
DC Investments Management
Virginia
$211K +$205K +1,783 New
MG
994
Mather Group
Illinois
$210K +$204K +1,773 New
IFG
995
Independent Financial Group
California
$209K -$5.87K -51 -3%
NSIM
996
North Star Investment Management
Illinois
$207K +$14.2K +123 +8%
UBV
997
United Bank (Virginia)
Virginia
$207K +$201K +1,746 New
TCWA
998
Ten Capital Wealth Advisors
Washington
$206K +$8.17K +71 +4%
PAA
999
Peregrine Asset Advisers
Oregon
$206K +$200K +1,736 New
PPP
1000
Private Portfolio Partners
New Jersey
$205K +$199K +1,728 New
38 39
40
41 42