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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1026
Freedom Investment Management
Connecticut
$316K -$73K -565 -19%
1SB
1027
1ST Source Bank
Indiana
$316K – – –
SIG
1028
Sargent Investment Group
Maryland
$316K – – –
FNBOH
1029
First National Bank of Hutchinson
Kansas
$316K +$517 +4 +0.2%
CWS
1030
Confluence Wealth Services
Pennsylvania
$313K +$646 +5 +0.2%
IC
1031
Inscription Capital
Texas
$311K – – –
YIA
1032
YHB Investment Advisors
Connecticut
$311K – – –
TC
1033
Telemus Capital
Michigan
$307K -$3.75K -29 -1%
BFM
1034
Boston Financial Management
Massachusetts
$307K +$6.98K +54 +2%
OPOWM
1035
One Plus One Wealth Management
Florida
$305K -$43.1K -334 -13%
IFWM
1036
Institute for Wealth Management
Colorado
$304K +$129 +1 +0%
GI
1037
GAMCO Investors
Connecticut
$302K +$25.7K +199 +10%
PWS
1038
Peterson Wealth Services
Utah
$301K +$50K +387 +20%
UF
1039
Univest Financial
Pennsylvania
$300K -$4.41M -34,138 -94%
MSFS
1040
Main Street Financial Solutions
Pennsylvania
$300K +$85.8K +664 +41%
ECM
1041
Exchange Capital Management
Michigan
$298K -$4K -31 -1%
ECM
1042
Evergreen Capital Management
Washington
$294K +$26.2K +203 +10%
BP
1043
BBR Partners
New York
$293K +$4K +31 +1%
P
1044
Palladiem
Pennsylvania
$288K – – –
ECM
1045
Elgethun Capital Management
South Dakota
$288K +$775 +6 +0.3%
ATPW
1046
Ashton Thomas Private Wealth
Arizona
$286K -$2.46K -19 -0.9%
MC
1047
Middleton & Co
Massachusetts
$285K – – –
VC
1048
Veracity Capital
Georgia
$285K +$1.81K +14 +0.7%
DAS
1049
Dynamic Advisor Solutions
Arizona
$284K -$38.5K -298 -12%
IAA
1050
Ironsides Asset Advisors
North Carolina
$284K – – –
40 41
42
43 44