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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1001
Houlihan Financial Resource Group
Virginia
$30K +$29.6K +300 New
FMII
1002
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
EI
1003
Ellevest Inc
New York
$26K -$2.46K -25 -9%
LWCFA
1004
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K +$9.27K +94 +57%
NIC
1005
Northwest Investment Counselors
Oregon
$26K +$25.9K +263 New
KPCM
1006
Kings Point Capital Management
New York
$25K -$51.3K -520 -68%
EW
1007
Evoke Wealth
California
$25K – – –
MHR
1008
Matthew Hamilton Rosenberg
$25K – – –
M
1009
Mirova
France
$24K -$56.1K -569 -70%
VCM
1010
Versant Capital Management
Arizona
$22K – – –
FHC
1011
First Horizon Corporation
Tennessee
$21K +$21K +213 New
CPW
1012
Catalyst Private Wealth
California
$20K +$19.2K +195 New
ARMC
1013
American Research & Management Company
Massachusetts
$20K +$19.7K +200 New
CAL
1014
Capital Advisors Ltd
Ohio
$17K – – –
HCP
1015
Hexagon Capital Partners
Arkansas
$17K +$18.3K +186 New
BWM
1016
BerganKDV Wealth Management
Minnesota
$16K -$11.8K -120 -42%
WTC
1017
WhitTier Trust Company
Nevada
$16K – – –
ICM
1018
Islay Capital Management
Texas
$15K – – –
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
AA
1020
Advisory Alpha
Michigan
$14K +$13.3K +135 New
OC
1021
Oakworth Capital
Alabama
$13K – – –
EWA
1022
Evolution Wealth Advisors
Florida
$12K +$3.94K +40 +53%
CB
1023
Community Bank
New York
$11K -$34.5K -350 -76%
LWA
1024
Lenox Wealth Advisors
New York
$11K -$8.97K -91 -46%
BFEC
1025
Benjamin F. Edwards & Company
Missouri
$11K – – –
39 40
41
42 43