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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1076
Gryphon Financial Partners
Ohio
$510K +$925 +6 +0.2%
BPA
1077
Beacon Pointe Advisors
California
$507K -$101K -654 -17%
TPI
1078
Trust Point Inc
Wisconsin
$506K -$10.8K -70 -2%
PP
1079
PDS Planning
Ohio
$504K +$1.23K +8 +0.3%
BIG
1080
Brooklyn Investment Group
New York
$501K +$32.8K +213 +7%
SIM
1081
SSI Investment Management
California
$500K -$308 -2 -0.1%
TWA
1082
Tandem Wealth Advisors
Arizona
$496K +$68.6K +445 +17%
SAM
1083
Sompo Asset Management
Japan
$493K -$703K -4,560 -60%
EI
1084
Ellevest Inc
New York
$493K -$5.55K -36 -1%
SA
1085
SRN Advisors
Pennsylvania
$492K -$18.5K -120 -4%
GEM
1086
Global Endowment Management
North Carolina
$490K -$192K -1,247 -29%
BFW
1087
Brady Family Wealth
Missouri
$490K – – –
JIC
1088
Johnson Investment Counsel
Ohio
$490K +$26.7K +173 +6%
MW
1089
Marcum Wealth
Ohio
$489K +$30.2K +196 +7%
FI
1090
Financial Insights
Washington
$489K -$487K -3,156 -51%
MIM
1091
Merrion Investment Management
New Jersey
$488K – – –
WA
1092
WP Advisors
California
$487K -$202K -1,311 -30%
CNBT
1093
Canandaigua National Bank & Trust
New York
$484K -$4.32K -28 -0.9%
SI
1094
Sprott Inc
Ontario, Canada
$484K +$23.1K +150 +5%
VST
1095
Van Strum & Towne
California
$482K – – –
RCA
1096
Resonant Capital Advisors
Wisconsin
$479K +$13K +84 +3%
CFG
1097
Copley Financial Group
California
$478K +$459K +2,978 New
BFAG
1098
Blackston Financial Advisory Group
Florida
$477K +$131K +849 +40%
SC
1099
Solstein Capital
California
$474K – – –
BFA
1100
Brown Financial Advisors
Ohio
$473K -$364K -2,358 -44%
42 43
44
45 46