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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1026
Lountzis Asset Management
Pennsylvania
$449K – – –
CAC
1027
Core Alternative Capital
Georgia
$446K +$2.02K +15 +0.5%
TWM
1028
TriaGen Wealth Management
California
$446K +$437K +3,255 New
LA
1029
LVW Advisors
New York
$444K +$143K +1,062 +49%
FWA
1030
FSM Wealth Advisors
Ohio
$443K +$1.07K +8 +0.2%
NFC
1031
Northeast Financial Consultants
Connecticut
$442K -$19.9K -148 -4%
TPI
1032
Trust Point Inc
Wisconsin
$441K -$47K -350 -10%
WAM
1033
Wolverine Asset Management
Illinois
$437K – – –
HB
1034
HTLF Bank
Colorado
$436K +$11K +82 +3%
SA
1035
SRN Advisors
Pennsylvania
$436K -$872K -6,490 -67%
GFP
1036
Gryphon Financial Partners
Ohio
$434K -$9.94K -74 -2%
ITIM
1037
Indiana Trust & Investment Management
Indiana
$431K +$60.3K +449 +17%
PP
1038
PDS Planning
Ohio
$428K +$4.84K +36 +1%
SIM
1039
SSI Investment Management
California
$426K -$269 -2 -0.1%
EI
1040
Ellevest Inc
New York
$425K -$205K -1,528 -33%
EA
1041
Everpar Advisors
Oklahoma
$422K +$109K +811 +36%
BFW
1042
Brady Family Wealth
Missouri
$418K +$537 +4 +0.1%
CNBT
1043
Canandaigua National Bank & Trust
New York
$417K – – –
MIM
1044
Merrion Investment Management
New Jersey
$416K – – –
MYIA
1045
Mount Yale Investment Advisors
Colorado
$412K +$6.18K +46 +2%
PWS
1046
Peterson Wealth Services
Utah
$411K +$5.11K +38 +1%
VST
1047
Van Strum & Towne
California
$411K – – –
MWM
1048
Mission Wealth Management
California
$407K -$447K -3,325 -53%
SC
1049
Solstein Capital
California
$404K – – –
PCIA
1050
Prime Capital Investment Advisors
Kansas
$403K -$22.3K -166 -5%
40 41
42
43 44