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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1201
Retirement Planning Company of New England
Rhode Island
$365K +$634 +4 +0.2%
BONST
1202
Bank of Nova Scotia Trust
Ontario, Canada
$361K +$42.1K +266 +12%
CIA
1203
Compass Ion Advisors
Pennsylvania
$360K +$158 +1 +0%
MIH
1204
Meitav Investment House
Israel
$359K -$1.2M -7,605 -76%
MG
1205
Mather Group
Illinois
$357K +$7.29K +46 +2%
ST
1206
Smithfield Trust
Pennsylvania
$356K – – –
PMG
1207
ProVise Management Group
Florida
$356K -$1.9K -12 -0.5%
SIM
1208
Sentry Investment Management
Wisconsin
$353K -$61K -385 -14%
CPIG
1209
Chicago Partners Investment Group
Illinois
$348K +$16.5K +104 +5%
IFG
1210
Independent Financial Group
California
$347K -$10.9K -69 -3%
SAI
1211
Savvy Advisors Inc
New York
$345K -$78.1K -493 -18%
ABC
1212
Associated Banc-Corp
Wisconsin
$345K – – –
IC
1213
Iconiq Capital
California
$343K +$99K +625 +37%
CA
1214
CoreCap Advisors
Michigan
$343K +$266K +1,680 +271%
ECG
1215
Edge Capital Group
Georgia
$342K +$3.48K +22 +1%
BOS
1216
Bank of Stockton
California
$340K -$38K -240 -10%
WOC
1217
West Oak Capital
California
$339K – – –
II
1218
Inspire Investing
Idaho
$337K -$13.8K -87 -4%
SMA
1219
Sage Mountain Advisors
Georgia
$337K -$15K -95 -4%
SB
1220
Sunflower Bank
Texas
$337K +$9.03K +57 +3%
BC
1221
Bowman & Company
Wisconsin
$336K -$1.11M -7,009 -76%
EPIMS
1222
Evelyn Partners Investment Management Services
$335K +$356K +2,250 New
SEA
1223
Stegent Equity Advisors
Texas
$335K +$71K +448 +25%
FAM
1224
Fred Alger Management
New York
$334K -$11.4K -72 -3%
PCP
1225
Proficio Capital Partners
Massachusetts
$333K +$96K +606 +37%
47 48
49
50 51