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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1051
Wharton Business Group
Pennsylvania
$570K – – –
SCP
1052
Stamos Capital Partners
California
$567K -$159K -888 -21%
KFC
1053
Klingenstein Fields & Co
New York
$565K – – –
TA
1054
TCM Advisors
West Virginia
$565K – – –
ACL
1055
Applied Capital LLC
Florida
$562K – – –
AWA
1056
Aaron Wealth Advisors
Illinois
$560K +$33.2K +186 +6%
RCA
1057
Resonant Capital Advisors
Wisconsin
$559K -$69.3K -388 -10%
EC
1058
Enhancing Capital
Pennsylvania
$557K +$18K +101 +3%
GDP
1059
Great Diamond Partners
Maine
$556K +$22K +123 +4%
BCA
1060
Bay Colony Advisors
Massachusetts
$554K +$115K +645 +24%
SCM
1061
Shelton Capital Management
Colorado
$553K -$8.4K -47 -1%
LT
1062
Legacy Trust
Michigan
$550K – – –
SC
1063
Solstein Capital
California
$550K – – –
IFWM
1064
Institute for Wealth Management
Colorado
$548K – – –
SAI
1065
Savvy Advisors Inc
New York
$547K +$10.7K +60 +2%
SPA
1066
Sherbrooke Park Advisers
New York
$543K +$576K +3,221 New
SMA
1067
Sage Mountain Advisors
Georgia
$542K -$136K -760 -19%
NA
1068
Nordwand Advisors
Pennsylvania
$539K +$572K +3,200 New
WAM
1069
Wolverine Asset Management
Illinois
$538K – – –
EW
1070
Evoke Wealth
California
$538K -$48.2K -270 -8%
JIC
1071
Johnson Investment Counsel
Ohio
$538K +$5K +28 +0.9%
PB
1072
Pinnacle Bancorp
Nebraska
$538K +$5.9K +33 +1%
FCH
1073
Freestone Capital Holdings
Washington
$534K -$25.2K -141 -4%
SOS
1074
Silver Oak Securities
Tennessee
$532K +$166K +928 +42%
BOH
1075
Bank of Hawaii
Hawaii
$531K – – –
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