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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
601
Atria Wealth Solutions
New York
$1.63M +$123K +1,137 +9%
PA
602
Procyon Advisors
Connecticut
$1.63M +$196K +1,812 +14%
TAS
603
TIFF Advisory Services
Pennsylvania
$1.63M -$4.36M -40,238 -74%
MNBTD
604
Moody National Bank Trust Division
Texas
$1.63M +$38.8K +358 +3%
USAA
605
United Services Automobile Association
Texas
$1.62M -$66.5K -614 -4%
NSB
606
Norway Savings Bank
Maine
$1.62M +$46.6K +430 +3%
BFA
607
Benedict Financial Advisors
Georgia
$1.61M +$149K +1,376 +11%
PWM
608
Perigon Wealth Management
California
$1.59M -$30.3K -280 -2%
KF
609
Krilogy Financial
Missouri
$1.58M -$155K -1,429 -9%
DCM
610
Davidson Capital Management
Texas
$1.58M +$11.3K +104 +0.7%
EWM
611
Executive Wealth Management
Michigan
$1.57M +$430K +3,970 +40%
CNBT
612
Canandaigua National Bank & Trust
New York
$1.55M -$27.6K -255 -2%
CIA
613
Cascade Investment Advisors
Oregon
$1.55M -$1.62K -15 -0.1%
SAM
614
Silvercrest Asset Management
New York
$1.54M +$1.48M +13,648 New
AAM
615
Advisors Asset Management
Colorado
$1.53M -$380K -3,512 -21%
CNC
616
Citizens & Northern Corp
Pennsylvania
$1.53M -$43.6K -403 -3%
PNAA
617
Pictet North America Advisors
Switzerland
$1.52M -$226K -2,090 -13%
CFCI
618
Comprehensive Financial Consultants Institutional
Indiana
$1.52M +$34.1K +315 +2%
WP
619
WealthShield Partners
North Carolina
$1.52M +$46.3K +428 +3%
AF
620
Advisornet Financial
Minnesota
$1.52M +$1.3K +12 +0.1%
VLKIM
621
Van Lanschot Kempen Investment Management
Netherlands
$1.52M -$121K -1,122 -8%
CIC
622
Carnegie Investment Counsel
Ohio
$1.52M -$9.42K -87 -0.6%
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.51M -$99.9K -923 -6%
VHAM
624
Van Hulzen Asset Management
California
$1.5M -$10.2K -94 -0.7%
FT
625
Fiduciary Trust
Massachusetts
$1.5M +$6.5K +60 +0.5%