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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1351
Bolthouse Investments
California
$262K – – –
WFA
1352
Wellspring Financial Advisors
Ohio
$262K -$55.7K -340 -18%
EFS
1353
Essex Financial Services
Connecticut
$261K -$55.9K -341 -18%
CAM
1354
Cidel Asset Management
Ontario, Canada
$261K – – –
SW
1355
Simplicity Wealth
New Jersey
$260K +$19.5K +119 +9%
PMG
1356
ProVise Management Group
Florida
$260K -$145K -882 -37%
GI
1357
GAMCO Investors
Connecticut
$259K -$8.68K -53 -3%
EFM
1358
E Fund Management
China
$259K +$9.99K +61 +4%
PFA
1359
Pathway Financial Advisors
Vermont
$259K -$5.08K -31 -2%
AL
1360
Aspiriant LLC
California
$257K +$3.11K +19 +1%
PFM
1361
Phillips Financial Management
Indiana
$257K -$9.18K -56 -4%
BONST
1362
Bank of Nova Scotia Trust
Ontario, Canada
$256K -$154K -937 -39%
CAM
1363
Creekmur Asset Management
Illinois
$256K +$243K +1,481 +148,100%
EP
1364
Edgestream Partners
New Jersey
$255K -$5.49M -33,503 -96%
LFG
1365
Larson Financial Group
Missouri
$254K +$161K +982 +200%
CAM
1366
Claret Asset Management
Quebec, Canada
$253K -$240K -1,463 Closed
PA
1367
PharVision Advisers
Florida
$253K +$240K +1,466 New
G
1368
GenTrust
Florida
$253K -$492 -3 -0.2%
WP
1369
Westmount Partners
California
$252K +$4.1K +25 +2%
PWP
1370
Principle Wealth Partners
Connecticut
$251K – – –
FFA
1371
First Foundation Advisors
California
$250K -$37.2K -227 -14%
WCM
1372
Whitener Capital Management
North Carolina
$250K – – –
PWMG
1373
Prestige Wealth Management Group
New Jersey
$250K +$5.9K +36 +3%
LNB
1374
Ledyard National Bank
$250K +$6.23K +38 +3%
MWA
1375
Meridian Wealth Advisors
Texas
$249K -$6.03M -36,801 -96%
53 54
55
56 57