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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1101
Ten Capital Wealth Advisors
Washington
$241K – – –
WA
1102
Wealth Alliance
New York
$241K +$11.8K +91 +5%
CIC
1103
Cornercap Investment Counsel
Georgia
$240K – – –
DY
1104
Dowling & Yahnke
California
$238K – – –
PCP
1105
Proficio Capital Partners
Massachusetts
$236K -$57.4K -444 -20%
MCM
1106
Manchester Capital Management
Vermont
$233K – – –
CBN
1107
Cadence Bank NA
Texas
$232K -$109K -842 -32%
PTC
1108
Private Trust Company
Ohio
$230K -$615K -4,763 -73%
AGA
1109
Arkos Global Advisors
Texas
$230K +$12.9K +100 +6%
LSA
1110
Lion Street Advisors
Texas
$228K -$35.4K -274 -14%
HCA
1111
Horan Capital Advisors
Ohio
$226K – – –
CAL
1112
Capital Advisors Ltd
Ohio
$226K +$85.7K +663 +63%
FLII
1113
First Long Island Investors
New York
$225K – – –
BEI
1114
Benjamin Edwards Inc
Missouri
$225K +$11.6K +90 +6%
LPIC
1115
LeJeune Puetz Investment Counsel
Michigan
$223K – – –
IAN
1116
Integrated Advisors Network
Texas
$222K -$10.2K -79 -4%
TPWA
1117
TRUE Private Wealth Advisors
Oregon
$220K +$5.55K +43 +2%
NSIM
1118
North Star Investment Management
Illinois
$218K -$23.4K -181 -10%
SLWA
1119
San Luis Wealth Advisors
California
$218K – – –
PPP
1120
Private Portfolio Partners
New Jersey
$216K -$1.55K -12 -0.7%
VPI
1121
Value Partners Investments
Manitoba, Canada
$216K -$217K -1,681 -51%
PP
1122
PDS Planning
Ohio
$216K +$211K +1,637 New
ARC
1123
Advisor Resource Council
Texas
$215K -$112K -867 -35%
MAG
1124
MRA Advisory Group
New Jersey
$214K -$4.91K -38 -2%
HIA
1125
Harbor Investment Advisory
Maryland
$213K -$18.9K -146 -8%
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