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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1001
D.B. Root & Company
Pennsylvania
$394K +$19.5K +172 +6%
AF
1002
Apexium Financial
Texas
$391K +$345K +3,046 New
BFW
1003
Brady Family Wealth
Missouri
$391K +$345K +3,041 New
TPI
1004
Trust Point Inc
Wisconsin
$390K +$345K +3,039 New
MIM
1005
Merrion Investment Management
New Jersey
$390K – – –
RPCONE
1006
Retirement Planning Company of New England
Rhode Island
$388K +$52.4K +462 +18%
PP
1007
PDS Planning
Ohio
$386K -$5.1K -45 -1%
SIM
1008
Sentry Investment Management
Wisconsin
$386K -$36.6K -323 -10%
VST
1009
Van Strum & Towne
California
$385K – – –
CAC
1010
Core Alternative Capital
Georgia
$383K -$119K -1,052 -26%
EIP
1011
Ellis Investment Partners
Pennsylvania
$382K -$45.5K -401 -12%
PWS
1012
Peterson Wealth Services
Utah
$382K +$8.62K +76 +3%
PAM
1013
Peak Asset Management
Colorado
$380K – – –
SC
1014
Solstein Capital
California
$379K – – –
SWMP
1015
Signature Wealth Management Partners
New Jersey
$377K -$38.2K -337 -10%
WKWM
1016
Walter & Keenan Wealth Management
Indiana
$376K – – –
MAM
1017
Mystic Asset Management
Rhode Island
$376K +$19.3K +170 +6%
BFS
1018
Bradley Foster & Sargent
Connecticut
$375K -$567 -5 -0.2%
WP
1019
WealthSource Partners
California
$373K -$54.8K -483 -14%
FCG
1020
Fielder Capital Group
Tennessee
$372K +$328K +2,895 New
IFG
1021
Independent Financial Group
California
$371K -$98.5K -869 -23%
PTC
1022
Private Trust Company
Ohio
$371K +$21.7K +191 +7%
BIG
1023
Brooklyn Investment Group
New York
$370K +$326K +2,879 New
FHA
1024
Flagship Harbor Advisors
Massachusetts
$368K -$8.28K -73 -2%
SVWAG
1025
Sound View Wealth Advisors Group
Georgia
$363K -$89.3K -788 -22%
39 40
41
42 43