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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1101
Great Diamond Partners
Maine
$511K -$22.7K -145 -4%
BOH
1102
Bank of Hawaii
Hawaii
$510K – – –
SAM
1103
Sompo Asset Management
Japan
$505K +$166K +1,060 +51%
ST
1104
Smithfield Trust
Pennsylvania
$505K -$1.88K -12 -0.4%
FCH
1105
Freestone Capital Holdings
Washington
$504K -$9.24K -59 -2%
SMA
1106
Sage Mountain Advisors
Georgia
$500K -$20.2K -129 -4%
KAS
1107
KPP Advisory Services
Kentucky
$499K +$482K +3,081 New
WWM
1108
Whalen Wealth Management
Nevada
$494K +$477K +3,048 New
IWC
1109
Integrated Wealth Concepts
Massachusetts
$492K -$366K -2,335 -43%
MIM
1110
Merrion Investment Management
New Jersey
$492K – – –
WKWM
1111
Walter & Keenan Wealth Management
Indiana
$491K +$19.3K +123 +4%
NA
1112
Navellier & Associates
Nevada
$487K -$98K -626 -17%
JWCA
1113
J.W. Cole Advisors
Florida
$485K +$807K +5,155 +184%
SIA
1114
Soltis Investment Advisors
Utah
$485K -$9.08K -58 -2%
SWA
1115
Stratos Wealth Advisors
Ohio
$485K -$18.8K -120 -4%
EW
1116
Evoke Wealth
California
$483K -$32.6K -208 -7%
WPWM
1117
Western Pacific Wealth Management
Illinois
$483K +$151K +965 +48%
DT
1118
Diversified Trust
Tennessee
$483K +$29K +185 +7%
KFC
1119
Klingenstein Fields & Co
New York
$482K -$59.8K -382 -11%
CFCS
1120
CDM Financial Counseling Services
Connecticut
$474K +$458K +2,928 New
IIC
1121
Integrated Investment Consultants
Michigan
$471K -$11.4K -73 -2%
PDL
1122
Portfolio Design Labs
California
$470K -$157 -1 -0%
CDWM
1123
Campbell Deegan Wealth Management
Virginia
$468K -$113K -720 -20%
CNBT
1124
Canandaigua National Bank & Trust
New York
$468K – – –
BA
1125
Bridgewater Advisors
New York
$467K -$2.04K -13 -0.5%
43 44
45
46 47