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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1001
Robertson Stephens Wealth Management
California
$209K -$18.3K -154 -8%
HHGA
1002
Halbert Hargrove Global Advisors
California
$208K +$1.19K +10 +0.6%
CPO
1003
Cerity Partners OCIO
New York
$207K +$214K +1,802 New
MFA
1004
Mayflower Financial Advisors
Massachusetts
$203K +$184K +1,554 New
ARMT
1005
Amica Retiree Medical Trust
Rhode Island
$202K -$92.1K -776 -31%
AFM
1006
Andesa Financial Management
Pennsylvania
$200K -$150K -1,268 -42%
CCM
1007
Coldstream Capital Management
Washington
$200K -$32.8K -276 -12%
OPS
1008
Orion Portfolio Solutions
Nebraska
$200K +$207K +1,746 New
TCWA
1009
Ten Capital Wealth Advisors
Washington
$199K – – –
LPIC
1010
LeJeune Puetz Investment Counsel
Michigan
$194K – – –
CFFP
1011
Center for Financial Planning
Michigan
$193K +$2.02K +17 +1%
HIA
1012
Harbor Investment Advisory
Maryland
$188K -$64.3K -542 -25%
NSIM
1013
North Star Investment Management
Illinois
$187K -$14.5K -122 -7%
CLOS
1014
Compagnie Lombard Odier SCmA
Switzerland
$180K – – –
FFC
1015
First Financial Corp
Indiana
$179K – – –
CCA
1016
Catalyst Capital Advisors
New York
$177K -$1.85M -15,617 -91%
MRC
1017
Millburn Ridgefield Corp
New York
$177K -$37.6K -317 -17%
TAIM
1018
TD Ameritrade Investment Management
Nebraska
$176K -$69.8K -588 -25%
MCM
1019
Manchester Capital Management
Vermont
$175K +$138K +1,165 +328%
WPA
1020
West Paces Advisors
Georgia
$150K – – –
AA
1021
Ancora Advisors
Ohio
$149K +$40.8K +344 +36%
RIM
1022
Rockbridge Investment Management
New York
$148K – – –
USGIU
1023
U.S. Global Investors (USGI)
Texas
$145K – – –
BEI
1024
Benjamin Edwards Inc
Missouri
$144K +$25.2K +212 +20%
SWM
1025
Spire Wealth Management
Virginia
$142K -$5.93K -50 -4%
39 40
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42 43