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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1001
PFG Investments
New York
$316K +$9.74K +85 +3%
T
1002
TOBAM
France
$315K +$33.7K +294 +11%
MGIA
1003
Moneta Group Investment Advisors
Missouri
$312K +$19.1K +167 +6%
CWM
1004
Calamos Wealth Management
Illinois
$311K -$28.6K -250 -8%
JIC
1005
Johnson Investment Counsel
Ohio
$311K +$22.9K +200 +8%
IA
1006
Inspire Advisors
Idaho
$310K +$7.91K +69 +3%
CP
1007
Covenant Partners
Tennessee
$309K -$13.6K -119 -4%
IFWM
1008
Institute for Wealth Management
Colorado
$304K +$4.12K +36 +1%
MAM
1009
Mystic Asset Management
Rhode Island
$303K – – –
RWA
1010
Ropes Wealth Advisors
Massachusetts
$303K -$5.96K -52 -2%
TC
1011
TownSquare Capital
Utah
$299K +$100K +876 +48%
GBT
1012
Grove Bank & Trust
Florida
$298K -$88.7K -774 -22%
WP
1013
WMS Partners
Maryland
$297K -$3.67K -32 -1%
ANB
1014
Amarillo National Bank
Texas
$297K – – –
PTC
1015
Private Trust Company
Ohio
$297K +$2.52K +22 +0.8%
EWA
1016
EverSource Wealth Advisors
Alabama
$294K +$1.6K +14 +0.5%
CWS
1017
Confluence Wealth Services
Pennsylvania
$294K +$50.6K +442 +20%
PB
1018
Pinnacle Bancorp
Nebraska
$293K -$3.44K -30 -1%
TWA
1019
Tandem Wealth Advisors
Arizona
$293K -$1.72K -15 -0.6%
FCH
1020
Freestone Capital Holdings
Washington
$292K -$573 -5 -0.2%
RG
1021
Rathbones Group
United Kingdom
$292K +$101K +882 +50%
GLR
1022
Great Lakes Retirement
Ohio
$287K -$39.2K -342 -12%
USCWA
1023
U.S. Capital Wealth Advisors
Texas
$286K +$573 +5 +0.2%
AC
1024
AXQ Capital
New Jersey
$286K +$22.9K +200 +8%
MW
1025
Marcum Wealth
Ohio
$283K +$4.93K +43 +2%
39 40
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