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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1176
One Wealth Advisors
California
$396K +$78.5K +481 +24%
BFW
1177
Brady Family Wealth
Missouri
$395K – – –
NA
1178
Nottingham Advisors
New York
$394K – – –
EDRH
1179
Edmond de Rothschild Holding
Switzerland
$393K – – –
NC
1180
North Capital
Utah
$393K – – –
SWM
1181
SeaCrest Wealth Management
New York
$393K -$31.2K -191 -7%
CA
1182
Carson Advisory
Georgia
$392K – – –
MWM
1183
Modern Wealth Management
Kansas
$392K -$12.1K -74 -3%
VA
1184
Valmark Advisers
Ohio
$390K – – –
TSS
1185
Two Sigma Securities
New York
$389K -$1.01M -6,171 -71%
BFC
1186
Bedel Financial Consulting
Indiana
$389K – – –
CWA
1187
Consilium Wealth Advisory
Texas
$388K -$3.43K -21 -0.8%
BCM
1188
Brookstone Capital Management
Illinois
$388K -$432K -2,647 -52%
SP
1189
SmartHarvest Portfolios
Washington
$387K -$18.6K -114 -4%
SVWAG
1190
Sound View Wealth Advisors Group
Georgia
$385K -$31.5K -193 -7%
GPWM
1191
Grant Private Wealth Management
California
$385K – – –
RPCONE
1192
Retirement Planning Company of New England
Rhode Island
$384K -$163 -1 -0%
BCG
1193
Breakwater Capital Group
New Jersey
$384K – – –
DIM
1194
Delta Investment Management
California
$383K -$7.18K -44 -2%
BB
1195
Burford Brothers
Texas
$383K +$3.75K +23 +1%
QWP
1196
Quotient Wealth Partners
Texas
$382K +$51.4K +315 +15%
TPI
1197
Trust Point Inc
Wisconsin
$382K +$16.6K +102 +4%
AA
1198
Ancora Advisors
Ohio
$379K – – –
FIA
1199
Foundations Investment Advisors
Arizona
$379K +$62K +380 +19%
GH
1200
GAM Holding
Switzerland
$377K +$391K +2,394 New
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