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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1301
Telemus Capital
Michigan
– -$307K -2,327 Closed
UF
1302
Univest Financial
Pennsylvania
– -$300K -2,273 Closed
ECM
1303
Evergreen Capital Management
Washington
– -$294K -2,228 Closed
VC
1304
Veracity Capital
Georgia
– -$285K -2,155 Closed
HHGA
1305
Halbert Hargrove Global Advisors
California
– -$278K -2,106 Closed
BONST
1306
Bank of Nova Scotia Trust
Ontario, Canada
– -$278K -2,104 Closed
SPC
1307
Sigma Planning Corp
Michigan
– -$278K -2,102 Closed
BSG
1308
Black Swift Group
Colorado
– -$277K -2,100 Closed
HPCM
1309
Hunter Perkins Capital Management
Illinois
– -$277K -2,100 Closed
WCWM
1310
Willow Creek Wealth Management
California
– -$270K -2,046 Closed
WKWM
1311
Walter & Keenan Wealth Management
Indiana
– -$270K -2,044 Closed
AG
1312
AlphaSimPlex Group
Massachusetts
– -$267K -2,019 Closed
HH
1313
Hilltop Holdings
Texas
– -$267K -2,018 Closed
MPW
1314
Monterey Private Wealth
California
– -$270K -2,012 Closed
TPWA
1315
TRUE Private Wealth Advisors
Oregon
– -$220K -2,010 Closed
CPO
1316
Cerity Partners OCIO
New York
– -$265K -2,002 Closed
BAM
1317
Bosun Asset Management
Illinois
– -$264K -2,000 Closed
DLG
1318
Daniel L. Goodwin
– -$264K -2,000 Closed
RWA
1319
Redmont Wealth Advisors
Illinois
– -$264K -2,000 Closed
GA
1320
Geller Advisors
New York
– -$261K -1,978 Closed
SEIA
1321
Signature Estate & Investment Advisors
California
– -$261K -1,973 Closed
MW
1322
MBL Wealth
North Carolina
– -$261K -1,972 Closed
RCA
1323
Resonant Capital Advisors
Wisconsin
– -$261K -1,965 Closed
AIC
1324
Aurora Investment Counsel
Georgia
– -$259K -1,958 Closed
CWP
1325
Curated Wealth Partners
California
– -$267K -1,954 Closed
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