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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
1326
Optivise Advisory Services
Tennessee
$266K -$38.4K -215 -12%
SQA
1327
Simon Quick Advisors
New Jersey
$265K +$42.7K +239 +18%
HTWM
1328
Hartmann Taylor Wealth Management
Texas
$265K +$536 +3 +0.2%
CNTOF
1329
Canandaigua National Trust of Florida
New York
$264K -$11.6K -65 -4%
OL
1330
OneFund LLC
Florida
$264K +$10K +56 +4%
LAM
1331
Longboard Asset Management
Arizona
$263K – – –
ANB
1332
Amarillo National Bank
Texas
$261K – – –
RCP
1333
Rothschild Capital Partners
New York
$261K +$59K +330 +27%
HA
1334
Harfst & Associates
Wyoming
$260K – – –
VAF
1335
Values Added Financial
District of Columbia
$260K +$4.65K +26 +2%
AWM
1336
Atticus Wealth Management
Florida
$260K +$14.1K +79 +5%
PWP
1337
Principle Wealth Partners
Connecticut
$259K -$179 -1 -0.1%
GSEP
1338
Golden State Equity Partners
California
$259K -$8.04K -45 -3%
HIP
1339
HUB Investment Partners
Texas
$259K +$274K +1,535 New
PMG
1340
ProVise Management Group
Florida
$258K – – –
CFGW
1341
Chancellor Financial Group WB
Pennsylvania
$258K – – –
BI
1342
Bolthouse Investments
California
$256K – – –
BONST
1343
Bank of Nova Scotia Trust
Ontario, Canada
$255K +$6.43K +36 +2%
CAM
1344
Cidel Asset Management
Ontario, Canada
$255K -$2.86K -16 -1%
PFM
1345
Phillips Financial Management
Indiana
$254K – – –
LNB
1346
Ledyard National Bank
$254K -$536 -3 -0.2%
FNT
1347
First National Trust
Pennsylvania
$253K -$18.4K -103 -6%
CCMG
1348
Clark Capital Management Group
Pennsylvania
$253K +$36.3K +203 +16%
TWM
1349
TriaGen Wealth Management
California
$253K -$27.9K -156 -9%
FFP
1350
FourThought Financial Partners
Florida
$253K -$10.4K -58 -4%
52 53
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55 56