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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Edge Wealth Management
New York
$33K +$29.9K +288 New
TFIPS
1052
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K +$29.1K +280 New
LWCFA
1053
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K – – –
CL
1054
COWA LLC
Oklahoma
$30K +$26.8K +258 New
PWMG
1055
Prestige Wealth Management Group
New Jersey
$29K -$5.29K -51 -17%
MHR
1056
Matthew Hamilton Rosenberg
$29K – – –
BWA
1057
BDO Wealth Advisors
Florida
$29K +$18.7K +180 +254%
CWP
1058
Concord Wealth Partners
Virginia
$29K +$25.7K +248 New
MIM
1059
Meridiem Investment Management
United Kingdom
$29K +$26K +251 New
D
1060
Diversified
Delaware
$29K +$29.8K +287 New
EW
1061
Evoke Wealth
California
$28K – – –
KPCM
1062
Kings Point Capital Management
New York
$28K – – –
PMFA
1063
Plante Moran Financial Advisors
Michigan
$26K -$59.3K -571 -72%
VCM
1064
Versant Capital Management
Arizona
$25K -$208 -2 -0.9%
FHC
1065
First Horizon Corporation
Tennessee
$24K – – –
AWG
1066
Altus Wealth Group
Colorado
$24K +$22K +212 New
CCA
1067
Column Capital Advisors
Indiana
$23K -$14K -135 -41%
ARMC
1068
American Research & Management Company
Massachusetts
$23K – – –
TIAM2
1069
Tru Independence Asset Management 2
Oregon
$22K +$19.7K +190 New
VCG
1070
Vantage Consulting Group
Virginia
$22K +$20.1K +194 New
HCP
1071
Hexagon Capital Partners
Arkansas
$21K – – –
LWA
1072
Lenox Wealth Advisors
New York
$20K +$6.64K +64 +59%
CAL
1073
Capital Advisors Ltd
Ohio
$19K – – –
FPS
1074
Fieldpoint Private Securities
Connecticut
$19K +$17.4K +168 New
WTC
1075
WhitTier Trust Company
Nevada
$18K – – –
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