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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
1301
LaSalle St. Investment Advisors
Illinois
$246K -$12.6K -82 -5%
YWM
1302
Yoder Wealth Management
California
$246K – – –
SWA
1303
Sax Wealth Advisors
New Jersey
$245K +$235K +1,527 New
NCFG
1304
New Century Financial Group
New Jersey
$245K -$111K -722 -32%
CC
1305
Callan Capital
California
$243K +$234K +1,515 New
OL
1306
OneFund LLC
Florida
$242K +$1.7K +11 +0.7%
PWP
1307
Principle Wealth Partners
Connecticut
$242K +$154 +1 +0.1%
KSWWM
1308
Keyes Stange & Wooten Wealth Management
Florida
$242K -$4.47K -29 -2%
AA
1309
Alta Advisers
United Kingdom
$241K – – –
CPW
1310
Cove Private Wealth
New York
$241K – – –
RSWM
1311
Robertson Stephens Wealth Management
California
$241K +$231K +1,500 New
SW
1312
SteelPeak Wealth
California
$240K +$231K +1,497 New
NL
1313
NWAM LLC
Washington
$240K +$230K +1,494 New
ML
1314
McAdam LLC
Pennsylvania
$239K +$1.39K +9 +0.6%
CCA
1315
Childress Capital Advisors
Texas
$238K -$2.31K -15 -1%
G
1316
GenTrust
Florida
$235K +$226K +1,465 New
SIMG
1317
Sonora Investment Management Group
Arizona
$235K +$226K +1,465 New
USB
1318
Union Savings Bank
Connecticut
$235K +$15.4K +100 +7%
ST
1319
Spinnaker Trust
Maine
$235K +$225K +1,460 New
AC
1320
ASB Consultores
Florida
$234K -$101K -656 -31%
WP
1321
Westmount Partners
California
$234K -$2.93K -19 -1%
CAM
1322
Claret Asset Management
Quebec, Canada
$233K +$224K +1,453 New
WCM
1323
Whitener Capital Management
North Carolina
$233K -$77.1K -500 -26%
CNTOF
1324
Canandaigua National Trust of Florida
New York
$233K +$224K +1,450 New
SIA
1325
Soltis Investment Advisors
Utah
$233K +$224K +1,450 New
51 52
53
54 55