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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1151
Sound Income Strategies
Florida
$78.9K – – –
CHC
1152
City Holding Co
West Virginia
$78.1K – – –
BFEC
1153
Benjamin F. Edwards & Company
Missouri
$78K -$27.4K -239 -25%
GA
1154
GoalVest Advisory
New York
$76.7K +$19.7K +172 +33%
LS
1155
Livforsakringsbolaget Skandia
Sweden
$76K +$2.41K +21 +3%
FRA
1156
Front Row Advisors
California
$75.6K -$1.15K -10 -1%
POIA
1157
Pin Oak Investment Advisors
Texas
$75K -$43.9K -383 -36%
WOSD
1158
WFA of San Diego
California
$74.9K – – –
ANBT
1159
American National Bank & Trust
Texas
$74.8K – – –
RA
1160
Rise Advisors
New York
$74.6K +$77.7K +678 New
ACA
1161
Atlas Capital Advisors
Wyoming
$74.3K – – –
LB
1162
Legacy Bridge
Iowa
$73.7K – – –
BHWM
1163
Beaird Harris Wealth Management
Texas
$71.5K – – –
BAM
1164
Bellevue Asset Management
Washington
$71.5K – – –
TWM
1165
Tradition Wealth Management
Minnesota
$71K +$5.5K +48 +8%
DIP
1166
DT Investment Partners
Pennsylvania
$68.8K – – –
QPBE
1167
Quintet Private Bank (Europe)
Luxembourg
$68.7K +$71.6K +625 New
OP
1168
ORG Partners
Indiana
$65.9K -$38K -332 -36%
CSWM
1169
Cassady Schiller Wealth Management
Ohio
$62.6K +$19.4K +169 +42%
CA
1170
Centerpoint Advisors
Massachusetts
$62K – – –
SFG
1171
Steward Financial Group
Texas
$61K +$573 +5 +0.9%
CWM
1172
Compass Wealth Management
Connecticut
$60.8K – – –
HI
1173
Harbour Investments
Wisconsin
$60.5K +$6.19K +54 +11%
LWA
1174
Lowe Wealth Advisors
Maryland
$60.5K -$43K -375 -41%
NFSG
1175
Newbridge Financial Services Group
Florida
$60.3K +$115 +1 +0.2%
45 46
47
48 49