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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1101
Covenant Partners
Tennessee
$350K – – –
CAAS
1102
Capital Asset Advisory Services
Michigan
$347K +$10.2K +76 +3%
II
1103
Inspire Investing
Idaho
$344K -$178K -1,325 -35%
CIA
1104
Compass Ion Advisors
Pennsylvania
$344K – – –
NA
1105
Nottingham Advisors
New York
$343K – – –
LNB
1106
Ledyard National Bank
$342K -$7.52K -56 -2%
BB
1107
Burford Brothers
Texas
$341K – – –
CFFP
1108
Center for Financial Planning
Michigan
$341K +$2.02K +15 +0.6%
PAM
1109
Peak Asset Management
Colorado
$340K -$66.2K -493 -17%
CWA
1110
Consilium Wealth Advisory
Texas
$340K -$7.52K -56 -2%
SIG
1111
Sargent Investment Group
Maryland
$340K – – –
BB
1112
Busey Bank
Illinois
$337K +$2.69K +20 +0.8%
SXL
1113
Summit X LLC
Missouri
$335K +$315K +2,347 New
SI
1114
Seeds Investor
New York
$335K -$9.4K -70 -3%
CPIG
1115
Chicago Partners Investment Group
Illinois
$335K -$36.4K -271 -11%
JFGIW
1116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$334K +$187K +1,391 +133%
AWM
1117
Axxcess Wealth Management
California
$334K -$993K -7,393 -75%
CAS
1118
CTC Alternative Strategies
Illinois
$329K +$322K +2,400 New
PMG
1119
ProVise Management Group
Florida
$328K -$134 -1 -0%
ST
1120
Smithfield Trust
Pennsylvania
$328K – – –
CWS
1121
Confluence Wealth Services
Pennsylvania
$322K -$44.1K -328 -12%
RG
1122
Rathbones Group
United Kingdom
$321K +$29.8K +222 +10%
MCM
1123
Manchester Capital Management
Vermont
$320K +$47.8K +356 +18%
OCM
1124
One Capital Management
California
$320K +$314K +2,338 New
BONST
1125
Bank of Nova Scotia Trust
Ontario, Canada
$318K -$2.02K -15 -0.6%
43 44
45
46 47