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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1126
Edgestream Partners
New Jersey
$252K -$1.71M -15,081 -88%
SWM
1127
Selective Wealth Management
Virginia
$251K – – –
OIA
1128
OneDigital Investment Advisors
Kansas
$251K +$222K +1,954 New
WCM
1129
Whitener Capital Management
North Carolina
$250K – – –
CWM
1130
Centric Wealth Management
Illinois
$250K -$56.6K -499 -20%
CSPIA
1131
Cary Street Partners Investment Advisory
Virginia
$250K +$23.6K +208 +12%
BCFD
1132
Boit C.F. David
$250K +$227K +2,000 New
SI
1133
Sprott Inc
Ontario, Canada
$249K +$220K +1,942 New
SMA
1134
Sage Mountain Advisors
Georgia
$249K -$9.75K -86 -4%
AC
1135
Avestar Capital
New York
$248K +$219K +1,933 New
OPOWM
1136
One Plus One Wealth Management
Florida
$248K – – –
CHAM
1137
Clear Harbor Asset Management
Connecticut
$247K +$3.17K +28 +1%
MSS
1138
Mitchell Sinkler & Starr
Pennsylvania
$247K +$218K +1,925 New
BWM
1139
Baron Wealth Management
Michigan
$247K -$24.5K -216 -10%
PCP
1140
Proficio Capital Partners
Massachusetts
$246K +$8.16K +72 +4%
PWM
1141
Power Wealth Management
Georgia
$245K +$216K +1,909 New
BFC
1142
Bedel Financial Consulting
Indiana
$243K – – –
CFP
1143
Catalyst Financial Partners
Massachusetts
$243K +$215K +1,894 New
MCM
1144
Manchester Capital Management
Vermont
$241K +$15.5K +137 +8%
IIM
1145
Ipswich Investment Management
Massachusetts
$239K +$211K +1,858 New
MIM
1146
Meixler Investment Management
Arizona
$238K -$6.46K -57 -3%
CAM
1147
Cidel Asset Management
Ontario, Canada
$237K +$210K +1,848 New
LC
1148
Lindbrook Capital
California
$237K +$43.6K +385 +26%
CCA
1149
Childress Capital Advisors
Texas
$236K – – –
BCA
1150
Bay Colony Advisors
Massachusetts
$236K +$208K +1,839 New
44 45
46
47 48