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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1001
Center for Financial Planning
Michigan
$186K – – –
TCWA
1002
Ten Capital Wealth Advisors
Washington
$185K – – –
CWP
1003
Concord Wealth Partners
Virginia
$184K +$159K +1,401 +565%
NSIM
1004
North Star Investment Management
Illinois
$181K – – –
CWC
1005
Carolinas Wealth Consulting
North Carolina
$178K +$454 +4 +0.3%
CLOS
1006
Compagnie Lombard Odier SCmA
Switzerland
$176K -$11.3K -100 -6%
FFC
1007
First Financial Corp
Indiana
$175K -$3.86K -34 -2%
RE
1008
RBC Europe
United Kingdom
$173K +$47.2K +416 +37%
SBSB
1009
Sullivan, Bruyette, Speros & Blaney
Virginia
$160K +$9.98K +88 +7%
WPA
1010
West Paces Advisors
Georgia
$157K -$50.1K -442 -24%
PCM
1011
Penserra Capital Management
California
$153K +$25.9K +228 +20%
SWM
1012
Spire Wealth Management
Virginia
$147K +$155K +1,367 New
RIM
1013
Rockbridge Investment Management
New York
$144K +$7.94K +70 +6%
CCC
1014
Crescent Capital Consulting
Louisiana
$142K +$145K +1,275 New
GLLW
1015
Graves Light Lenhart Wealth
Virginia
$141K -$1.59K -14 -1%
USGIU
1016
U.S. Global Investors (USGI)
Texas
$141K – – –
SAS
1017
Stelac Advisory Services
New York
$131K +$133K +1,169 New
HI
1018
Hudock Inc
Pennsylvania
$129K +$227 +2 +0.2%
HPC
1019
HM Payson & Co
Maine
$129K +$567 +5 +0.4%
BAM
1020
Barrett Asset Management
New York
$124K +$126K +1,110 New
HWA
1021
HHM Wealth Advisors
Tennessee
$122K – – –
RWM
1022
RBA Wealth Management
California
$119K +$121K +1,070 New
EFSCE
1023
Enterprise Financial Services Corp (EFSC)
Missouri
$111K +$3.97K +35 +4%
NO
1024
Ninety One
South Africa
$109K – – –
AA
1025
Ancora Advisors
Ohio
$106K – – –
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