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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
976
SSI Investment Management
California
$347K -$3.44K -30 -0.9%
CPW
977
Crestmont Private Wealth
Texas
$347K -$99.7K -870 -22%
JSC
978
Jackson Square Capital
California
$347K – – –
MYIA
979
Mount Yale Investment Advisors
Colorado
$346K +$573 +5 +0.2%
CWM
980
Cornerstone Wealth Management
Missouri
$345K +$360K +3,140 New
NP
981
NorthRock Partners
Minnesota
$345K +$51K +445 +17%
GFP
982
Gryphon Financial Partners
Ohio
$345K -$7.56K -66 -2%
BAM
983
Blueshift Asset Management
New Jersey
$340K +$354K +3,094 New
PP
984
PDS Planning
Ohio
$336K +$12.8K +112 +4%
MIM
985
Merrion Investment Management
New Jersey
$334K – – –
BJL
986
Brighton Jones LLC
Washington
$332K +$1.15K +10 +0.3%
AF
987
Allworth Financial
California
$332K +$43.8K +382 +15%
BFS
988
Bradley Foster & Sargent
Connecticut
$331K – – –
VST
989
Van Strum & Towne
California
$330K – – –
DLG
990
Daniel L. Goodwin
$330K +$115K +1,000 +50%
SWA
991
SFMG Wealth Advisors
Texas
$327K -$8.48K -74 -2%
LIP
992
Lighthouse Investment Partners
Florida
$325K +$339K +2,956 New
PAM
993
Peak Asset Management
Colorado
$325K -$11.5K -100 -3%
SC
994
Solstein Capital
California
$325K +$3.44K +30 +1%
FHA
995
Flagship Harbor Advisors
Massachusetts
$324K +$51.2K +447 +18%
WKWM
996
Walter & Keenan Wealth Management
Indiana
$322K – – –
ETC
997
Exchange Traded Concepts
Oklahoma
$322K -$45.4K -396 -12%
DBRC
998
D.B. Root & Company
Pennsylvania
$319K +$115 +1 +0%
PWS
999
Peterson Wealth Services
Utah
$318K +$2.75K +24 +0.8%
SWM
1000
SeaCrest Wealth Management
New York
$318K -$4.81K -42 -1%
38 39
40
41 42