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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1001
Wolverine Asset Management
Illinois
$221K +$6.42K +64 +3%
IC
1002
Inscription Capital
Texas
$221K +$9.12K +91 +4%
SLG
1003
Stanley-Laman Group
Pennsylvania
$221K +$245K +2,444 New
PB
1004
Pinnacle Bancorp
Nebraska
$220K -$27.1K -270 -10%
JCM
1005
Jacobi Capital Management
Pennsylvania
$220K +$13.4K +134 +6%
WPC
1006
Wedmont Private Capital
Pennsylvania
$218K -$101K -1,005 -29%
SWM
1007
Selective Wealth Management
Virginia
$218K +$1.71K +17 +0.7%
AA
1008
ALPS Advisors
Colorado
$217K +$241K +2,403 New
ECM
1009
Evergreen Capital Management
Washington
$217K +$242K +2,410 New
JG
1010
Jefferies Group
New York
$214K -$313K -3,122 -57%
YIA
1011
YHB Investment Advisors
Connecticut
$213K – – –
BONST
1012
Bank of Nova Scotia Trust
Ontario, Canada
$211K +$234K +2,336 New
OPOWM
1013
One Plus One Wealth Management
Florida
$209K – – –
CIC
1014
Crawford Investment Counsel
Georgia
$207K -$28.4K -283 -11%
USCWA
1015
U.S. Capital Wealth Advisors
Texas
$205K +$228K +2,271 New
ECM
1016
Exchange Capital Management
Michigan
$204K – – –
IWM
1017
IHT Wealth Management
Illinois
$203K +$226K +2,252 New
WA
1018
Wealth Alliance
New York
$202K +$224K +2,234 New
CFFP
1019
Center for Financial Planning
Michigan
$200K +$11K +110 +5%
CAL
1020
Capital Advisors Ltd
Ohio
$200K +$15.7K +157 +8%
AC
1021
ASB Consultores
Florida
$200K +$222K +2,219 New
ECM
1022
Elgethun Capital Management
South Dakota
$197K -$201 -2 -0.1%
BEI
1023
Benjamin Edwards Inc
Missouri
$196K +$11.1K +111 +5%
SFCL
1024
Strengthening Families & Communities LLC
Massachusetts
$195K +$12.8K +128 +6%
PVH
1025
Psagot Value Holdings
Israel
$194K – – –
39 40
41
42 43