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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1001
Silver Oak Securities
Tennessee
$657K +$137K +874 +28%
RPC
1002
Rossmore Private Capital
Connecticut
$657K -$470 -3 -0.1%
AI
1003
Atom Investors
Texas
$657K -$46.7K -298 -7%
FA
1004
Fedenia Advisers
Wisconsin
$656K +$2.82K +18 +0.4%
OIA
1005
OneDigital Investment Advisors
Kansas
$656K +$313 +2 +0%
NAAA
1006
New Age Alpha Advisors
New York
$654K +$601K +3,839 +1,920%
MWA
1007
Midland Wealth Advisors
Illinois
$652K -$183K -1,169 -22%
LAM
1008
Lountzis Asset Management
Pennsylvania
$650K – – –
DAS
1009
Diversify Advisory Services
Utah
$650K +$80K +511 +16%
TW
1010
TritonPoint Wealth
Maryland
$648K -$51.2K -327 -8%
ITFISA
1011
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$648K -$548K -3,500 -47%
VST
1012
Van Strum & Towne
California
$648K – – –
LS
1013
Livforsakringsbolaget Skandia
Sweden
$648K – – –
BPWM
1014
Badgley Phelps Wealth Managers
Washington
$644K +$623K +3,977 New
MGIA
1015
Moneta Group Investment Advisors
Missouri
$641K +$28.7K +183 +5%
JFG
1016
Jefferies Financial Group
New York
$639K -$401K -2,558 -39%
MTIC
1017
Missouri Trust & Investment Company
Missouri
$639K -$50.9K -325 -8%
C
1018
Certuity
Florida
$637K -$835K -5,330 -58%
PCM
1019
Pointe Capital Management
Michigan
$633K -$77.4K -494 -11%
HWMO
1020
Heritage Wealth Management (Ohio)
Ohio
$628K -$21.1K -135 -3%
IRC
1021
Investors Research Corp
Georgia
$628K – – –
CIA
1022
Choate Investment Advisors
Massachusetts
$628K +$2.5K +16 +0.4%
MYIA
1023
Mount Yale Investment Advisors
Colorado
$627K -$85.5K -546 -12%
ANTB
1024
AMG National Trust Bank
Colorado
$626K -$32.7K -209 -5%
GIM
1025
Generali Investments Management
Slovenia
$624K – – –
39 40
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