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Intercontinental Exchange
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1226
PSI Advisors
Florida
$20.5K +$11.7K +102 +120%
HGERS
1227
Householder Group Estate & Retirement Specialist
Arizona
$20.5K +$21.2K +185 New
CFD
1228
Creative Financial Designs
Indiana
$19.3K – – –
LWCFA
1229
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.8K – – –
VCM
1230
Versant Capital Management
Arizona
$17.9K +$344 +3 +2%
NIC
1231
Northwest Investment Counselors
Oregon
$17.6K – – –
WWM
1232
Wolff Wiese Magana
California
$17.1K – – –
AIC
1233
Archer Investment Corporation
Indiana
$16.3K – – –
LFG
1234
Larson Financial Group
Missouri
$16.3K +$917 +8 +6%
BCMLT
1235
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K – – –
ICM
1236
Islay Capital Management
Texas
$16K – – –
PFA
1237
Pathway Financial Advisers
Indiana
$15.5K +$16.2K +141 New
RTC
1238
Riverview Trust Company
Washington
$15K – – –
SWA
1239
Sutton Wealth Advisors
Florida
$14.6K +$1.26K +11 +9%
JWA
1240
JFS Wealth Advisors
Pennsylvania
$14.4K +$1.03K +9 +7%
KFS
1241
Kelly Financial Services
Massachusetts
$14.4K +$5.27K +46 +54%
CAM
1242
Close Asset Management
United Kingdom
$14K – – –
GCM
1243
Gables Capital Management
Florida
$13.8K – – –
TFGT
1244
TS Financial Group (TSFG)
Illinois
$13K – – –
JGIA
1245
Jackson Grant Investment Advisers
Connecticut
$13K – – –
WT
1246
Washington Trust
Rhode Island
$12.7K – – –
HFM
1247
Harvest Fund Management
China
$12K – – –
VWM
1248
Venturi Wealth Management
Texas
$11.4K +$344 +3 +3%
EBA
1249
Eagle Bay Advisors
New York
$11.4K +$2.06K +18 +21%
CPG
1250
Cornerstone Planning Group
New Jersey
$11.3K – – –
48 49
50
51 52