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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1026
Focus Partners Advisor Solutions
Missouri
$493K +$315K +2,099 +110%
VST
1027
Van Strum & Towne
California
$492K – – –
RWM
1028
Revisor Wealth Management
Ohio
$492K +$600K +4,000 New
WA
1029
Wealth Alliance
New York
$488K -$265K -1,764 -31%
ECM
1030
Evergreen Capital Management
Washington
$488K -$726K -4,839 -55%
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$485K -$105K -703 -15%
MT
1032
Midwest Trust
Kansas
$485K -$60.9K -406 -9%
AFG
1033
ABLE Financial Group
Arizona
$484K -$93.5K -623 -14%
NAAA
1034
New Age Alpha Advisors
New York
$484K -$92.1K -614 -14%
LAM
1035
LECAP Asset Management
United Kingdom
$483K +$589K +3,927 New
QWM
1036
Quadcap Wealth Management
Texas
$482K -$23.1K -154 -4%
LOAMS
1037
Lombard Odier Asset Management (Switzerland)
Switzerland
$482K -$1.67M -11,112 -74%
CI
1038
CX Institutional
Indiana
$480K -$143K -950 -20%
EWM
1039
Evermay Wealth Management
Virginia
$480K -$146K -971 -20%
HWMO
1040
Heritage Wealth Management (Ohio)
Ohio
$478K – – –
IMRF
1041
Illinois Municipal Retirement Fund
Illinois
$477K -$1.64M -10,953 -74%
TA
1042
TCM Advisors
West Virginia
$475K – – –
WSFS
1043
Wilmington Savings Fund Society
Delaware
$474K -$321K -2,142 -36%
AF
1044
Advisornet Financial
Minnesota
$474K -$84.8K -565 -13%
ANTB
1045
AMG National Trust Bank
Colorado
$471K -$51.8K -345 -8%
GIM
1046
Generali Investments Management
Slovenia
$468K – – –
WANY
1047
Wealthspire Advisors (New York)
New York
$466K +$117K +778 +26%
LRIA
1048
Leonard Rickey Investment Advisors
Washington
$466K +$568K +3,782 New
GFG
1049
Goldstone Financial Group
Illinois
$464K +$85.8K +572 +18%
TP
1050
TritonPoint Partners
Maryland
$463K +$564K +3,760 New
40 41
42
43 44