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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
Selective Wealth Management
Virginia
$251K – – –
OIA
1127
OneDigital Investment Advisors
Kansas
$251K +$222K +1,954 New
WCM
1128
Whitener Capital Management
North Carolina
$250K – – –
CWM
1129
Centric Wealth Management
Illinois
$250K -$56.6K -499 -20%
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$250K +$23.6K +208 +12%
BCFD
1131
Boit C.F. David
$250K +$227K +2,000 New
SI
1132
Sprott Inc
Ontario, Canada
$249K +$220K +1,942 New
SMA
1133
Sage Mountain Advisors
Georgia
$249K -$9.75K -86 -4%
AC
1134
Avestar Capital
New York
$248K +$219K +1,933 New
OPOWM
1135
One Plus One Wealth Management
Florida
$248K – – –
CHAM
1136
Clear Harbor Asset Management
Connecticut
$247K +$3.17K +28 +1%
MSS
1137
Mitchell Sinkler & Starr
Pennsylvania
$247K +$218K +1,925 New
BWM
1138
Baron Wealth Management
Michigan
$247K -$24.5K -216 -10%
PCP
1139
Proficio Capital Partners
Massachusetts
$246K +$8.16K +72 +4%
PWM
1140
Power Wealth Management
Georgia
$245K +$216K +1,909 New
BFC
1141
Bedel Financial Consulting
Indiana
$243K – – –
CFP
1142
Catalyst Financial Partners
Massachusetts
$243K +$215K +1,894 New
MCM
1143
Manchester Capital Management
Vermont
$241K +$15.5K +137 +8%
IIM
1144
Ipswich Investment Management
Massachusetts
$239K +$211K +1,858 New
MIM
1145
Meixler Investment Management
Arizona
$238K -$6.46K -57 -3%
CAM
1146
Cidel Asset Management
Ontario, Canada
$237K +$210K +1,848 New
LC
1147
Lindbrook Capital
California
$237K +$43.6K +385 +26%
CCA
1148
Childress Capital Advisors
Texas
$236K – – –
BCA
1149
Bay Colony Advisors
Massachusetts
$236K +$208K +1,839 New
LAM
1150
L2 Asset Management
Massachusetts
$236K +$208K +1,834 New
44 45
46
47 48