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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1226
MV Capital Management
Maryland
$27K +$4.5K +34 +21%
CWM
1227
Curi Wealth Management
North Carolina
$27K +$26.5K +200 New
RK
1228
Rather & Kittrell
Tennessee
$27K +$26.9K +203 New
CFO
1229
CVA Family Office
Colorado
$26K +$19.2K +145 +345%
KTC
1230
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
NIM
1231
NuWave Investment Management
New Jersey
$25K +$23.8K +180 New
VCM
1232
Versant Capital Management
Arizona
$24K – – –
TWM
1233
Tradition Wealth Management
Minnesota
$24K +$1.32K +10 +6%
FCA
1234
FinTrust Capital Advisors
South Carolina
$23K -$2.25K -17 -9%
LWP
1235
Lumature Wealth Partners
Georgia
$23K -$397 -3 -2%
WBC
1236
West Branch Capital
Massachusetts
$23K – – –
CH
1237
Canton Hathaway
Rhode Island
$23K +$22.1K +167 New
SWA
1238
Sutton Wealth Advisors
Florida
$21.5K – – –
RFA
1239
Reilly Financial Advisors
California
$21K – – –
WTC
1240
WhitTier Trust Company
Nevada
$21K – – –
PMFA
1241
Plante Moran Financial Advisors
Michigan
$21K +$17.6K +133 +633%
WWM
1242
Wolff Wiese Magana
California
$21K +$19.9K +150 New
FPS
1243
Fieldpoint Private Securities
Connecticut
$20K – – –
ICM
1244
Islay Capital Management
Texas
$20K – – –
WT
1245
Washington Trust
Rhode Island
$19K -$12.5K -94 -41%
PO
1246
Private Ocean
California
$19K – – –
EBA
1247
Eagle Bay Advisors
New York
$18K -$10.7K -81 -39%
CMBA
1248
C.M. Bidwell & Associates
Hawaii
$18K – – –
OC
1249
Oakworth Capital
Alabama
$18K – – –
VCM
1250
Vigilant Capital Management
Maine
$16K – – –
48 49
50
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