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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1026
Confluence Wealth Services
Pennsylvania
$231K +$5.1K +49 +2%
GA
1027
Geller Advisors
New York
$231K +$25.3K +243 +12%
IIM
1028
Ipswich Investment Management
Massachusetts
$231K -$31K -298 -12%
PP
1029
PDS Planning
Ohio
$230K +$230K +2,210 New
WB
1030
WesBanco Bank
West Virginia
$229K -$18.5K -178 -7%
ECM
1031
Elgethun Capital Management
South Dakota
$228K – – –
RC
1032
Rovin Capital
Arizona
$228K -$28.9K -278 -11%
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$228K -$74.5K -715 -25%
P
1034
Palladiem
Pennsylvania
$227K – – –
BWM
1035
Baron Wealth Management
Michigan
$227K +$1.67K +16 +0.7%
DAS
1036
Dynamic Advisor Solutions
Arizona
$227K -$55.6K -534 -20%
FNA
1037
First National Advisers
Nebraska
$226K +$22.7K +218 +11%
MC
1038
Middleton & Co
Massachusetts
$225K – – –
AG
1039
AIA Group
Hong Kong
$225K -$27.7K -266 -11%
IWM
1040
IHT Wealth Management
Illinois
$224K +$224K +2,150 New
IAA
1041
Ironsides Asset Advisors
North Carolina
$223K – – –
MSFS
1042
Main Street Financial Solutions
Pennsylvania
$223K +$223K +2,141 New
EGM
1043
Engineers Gate Manager
New York
$223K -$50.8K -488 -19%
VC
1044
Veracity Capital
Georgia
$223K +$521 +5 +0.2%
FNT
1045
First National Trust
Pennsylvania
$222K – – –
CHP
1046
Cable Hill Partners
Oregon
$222K -$44.3K -425 -17%
HHGA
1047
Halbert Hargrove Global Advisors
California
$221K +$4.48K +43 +2%
RCA
1048
Resonant Capital Advisors
Wisconsin
$219K -$113K -1,086 -34%
YMRC
1049
Yorktown Management & Research Company
Virginia
$219K – – –
MRCM
1050
M&R Capital Management
New Jersey
$218K -$217K -2,082 -50%
40 41
42
43 44