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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1051
Wealth Alliance
New York
$255K -$1.03K -9 -0.4%
WOC
1052
West Oak Capital
California
$251K +$261K +2,277 New
BONST
1053
Bank of Nova Scotia Trust
Ontario, Canada
$250K +$5.84K +51 +2%
MG
1054
Mather Group
Illinois
$250K +$25.3K +221 +11%
BPFA
1055
Barnes Pettey Financial Advisors
Mississippi
$249K – – –
WS
1056
Wedbush Securities
California
$248K -$9.05K -79 -3%
CIC
1057
Crawford Investment Counsel
Georgia
$246K – – –
WB
1058
WesBanco Bank
West Virginia
$246K – – –
VC
1059
Veracity Capital
Georgia
$242K +$2.29K +20 +0.9%
MC
1060
Machina Capital
France
$240K +$250K +2,184 New
P
1061
Palladiem
Pennsylvania
$240K – – –
ECM
1062
Elgethun Capital Management
South Dakota
$239K – – –
MSFS
1063
Main Street Financial Solutions
Pennsylvania
$239K +$3.67K +32 +1%
IIC
1064
Integrated Investment Consultants
Michigan
$239K +$14.3K +125 +6%
PI
1065
PGGM Investments
Netherlands
$238K +$248K +2,164 New
WCF
1066
West Coast Financial
California
$237K – – –
UF
1067
Univest Financial
Pennsylvania
$235K +$1.83K +16 +0.8%
BWM
1068
Baron Wealth Management
Michigan
$235K +$3.32K +29 +1%
KCM
1069
KRS Capital Management
Michigan
$234K – – –
MC
1070
Middleton & Co
Massachusetts
$234K – – –
HSA
1071
HBK Sorce Advisory
Pennsylvania
$233K +$11.1K +97 +5%
SIG
1072
Stonegate Investment Group
Alabama
$231K +$25.2K +220 +12%
WCWM
1073
Willow Creek Wealth Management
California
$226K – – –
SQA
1074
Simon Quick Advisors
New Jersey
$226K +$26.6K +232 +13%
NW
1075
NewEdge Wealth
Pennsylvania
$225K +$235K +2,049 New
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