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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1051
Fullerton Fund Management
Singapore
$639K +$607K +3,705 New
KFC
1052
Klingenstein Fields & Co
New York
$635K – – –
FA
1053
Fedenia Advisers
Wisconsin
$634K +$52.4K +320 +10%
PS
1054
Principal Securities
Iowa
$633K – – –
UWPG
1055
Ullmann Wealth Partners Group
Florida
$633K – – –
NA
1056
Navellier & Associates
Nevada
$632K – – –
CAL
1057
Capital Advisors Ltd
Ohio
$631K +$164 +1 +0%
RL
1058
Rogco LP
Oklahoma
$630K -$8.68K -53 -1%
MFA
1059
Mayflower Financial Advisors
Massachusetts
$626K +$323K +1,974 +119%
CA
1060
CoreCap Advisors
Michigan
$619K +$212K +1,291 +56%
ITIM
1061
Indiana Trust & Investment Management
Indiana
$616K – – –
PWPS
1062
Pinnacle Wealth Planning Services
Ohio
$616K -$86.5K -528 -13%
SOS
1063
Silver Oak Securities
Tennessee
$614K -$31.6K -193 -5%
LIM
1064
Letson Investment Management
Georgia
$610K – – –
FWA
1065
FSM Wealth Advisors
Ohio
$610K +$54.1K +330 +10%
IA
1066
Inspire Advisors
Idaho
$610K -$52.8K -322 -8%
ECM
1067
Evergreen Capital Management
Washington
$609K +$20.5K +125 +4%
BFA
1068
Beaumont Financial Advisors
Massachusetts
$606K +$159K +972 +38%
BI
1069
Beckerman Institutional
New Jersey
$604K – – –
SCP
1070
Stamos Capital Partners
California
$602K -$253K -1,543 -31%
WH
1071
Willner & Heller
California
$598K +$1.64K +10 +0.3%
BPA
1072
Beacon Pointe Advisors
California
$598K +$108K +660 +23%
SBF
1073
Sara-Bay Financial
Florida
$598K – – –
WBG
1074
Wharton Business Group
Pennsylvania
$597K – – –
SCM
1075
Shelton Capital Management
Colorado
$596K -$2.8M -17,120 -83%
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