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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1001
Gabelli Funds
New York
$328K +$318K +2,400 New
1SB
1002
1ST Source Bank
Indiana
$327K -$17.6K -133 -5%
BCM
1003
Breiter Capital Management
Florida
$327K +$927 +7 +0.3%
CBFP
1004
Cedar Brook Financial Partners
Ohio
$327K +$16.3K +123 +5%
SIG
1005
Sargent Investment Group
Maryland
$327K +$46.4K +350 +17%
FNBOH
1006
First National Bank of Hutchinson
Kansas
$326K +$8.61K +65 +3%
PB
1007
Pinnacle Bancorp
Nebraska
$326K +$19.9K +150 +7%
AFM
1008
Andesa Financial Management
Pennsylvania
$326K +$88.2K +666 +39%
CWM
1009
Cornerstone Wealth Management
Missouri
$325K +$320K +2,414 New
CWS
1010
Confluence Wealth Services
Pennsylvania
$323K +$313K +2,364 New
YIA
1011
YHB Investment Advisors
Connecticut
$322K -$1.59K -12 -0.5%
TC
1012
Telemus Capital
Michigan
$322K +$20K +151 +7%
IC
1013
Inscription Capital
Texas
$322K +$51K +385 +20%
IIC
1014
Integrated Investment Consultants
Michigan
$321K -$146K -1,103 -32%
9WM
1015
9258 Wealth Management
Ohio
$318K +$308K +2,328 New
SFA
1016
Sequoia Financial Advisors
Ohio
$316K +$306K +2,307 New
PAMP
1017
Polar Asset Management Partners
Ontario, Canada
$316K +$306K +2,311 New
IFWM
1018
Institute for Wealth Management
Colorado
$314K – – –
ECM
1019
Exchange Capital Management
Michigan
$313K +$303K +2,289 New
EWA
1020
EP Wealth Advisors
California
$312K +$41.6K +314 +16%
BFM
1021
Boston Financial Management
Massachusetts
$310K -$17.6K -133 -6%
EFA
1022
Evernest Financial Advisors
Indiana
$307K +$300K +2,264 New
PCP
1023
Proficio Capital Partners
Massachusetts
$305K +$3.58K +27 +1%
BP
1024
BBR Partners
New York
$300K -$40.5K -306 -12%
CWA
1025
Consilium Wealth Advisory
Texas
$300K +$291K +2,196 New
39 40
41
42 43