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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
STA
676
Summit Trail Advisors
New York
$177K +$164K +2,384 New
SNT
677
Security National Trust
West Virginia
$175K
CA
678
Calton & Associates
Florida
$173K +$157K +2,287 New
PCM
679
Penserra Capital Management
California
$169K +$71.1K +1,035 +76%
PA
680
Parallel Advisors
California
$164K +$1.3K +19 +0.8%
MCM
681
Manchester Capital Management
Vermont
$162K
CTB
682
Country Trust Bank
Illinois
$141K -$3.57K -52 -3%
ST
683
Smithfield Trust
Pennsylvania
$139K +$42.9K +625 +46%
GLI
684
Guardian Life Insurance
New York
$135K +$38.9K +566 +42%
C
685
Cerebellum
California
$127K +$124K +1,799 New
NSB
686
Norway Savings Bank
Maine
$126K
SWM
687
SeaCrest Wealth Management
New York
$122K +$119K +1,733 New
CS
688
Credential Securities
$119K +$26.4K +385 +30%
PMFA
689
Plante Moran Financial Advisors
Michigan
$119K +$51.7K +753 +81%
SFSIG
690
San Francisco Sentry Investment Group
California
$117K +$8.1K +118 +8%
NSIM
691
North Star Investment Management
Illinois
$115K
VFA
692
Valeo Financial Advisors
Indiana
$115K +$80.5K +1,172 +258%
Carson Wealth (CWM LLC)
693
Carson Wealth (CWM LLC)
Nebraska
$112K +$3.57K +52 +3%
RFS
694
Rockefeller Financial Services
New York
$110K
TA
695
Townsend & Associates
Colorado
$110K +$107K +1,563 New
SIAS
696
Shine Investment Advisory Services
Colorado
$109K -$16.3K -237 -13%
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$109K +$105K +1,534 New
PFA
698
Pathway Financial Advisors
Vermont
$108K +$105K +1,530 New
BFEC
699
Benjamin F. Edwards & Company
Missouri
$106K
SLF
700
Sun Life Financial
Ontario, Canada
$91K -$209K -3,039 -70%