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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
701
Pictet North America Advisors
Switzerland
$1.33M -$226K -1,750 -15%
CT
702
Chicago Trust
Illinois
$1.33M -$43.9K -340 -3%
SFA
703
Souders Financial Advisors
Ohio
$1.32M +$503K +3,895 +64%
WWM
704
Western Wealth Management
Colorado
$1.32M +$929K +7,190 +255%
LODC
705
Lanham O'Dell & Company
West Virginia
$1.32M
BFS
706
Bard Financial Services
Connecticut
$1.32M
SFG
707
Summit Financial Group
West Virginia
$1.32M
CI
708
Cigna Investments
Connecticut
$1.31M -$371K -2,870 -22%
CIA
709
Cascade Investment Advisors
Oregon
$1.3M +$1.28M +9,875 New
TPCW
710
TD Private Client Wealth
New York
$1.28M -$247K -1,913 -16%
MTIC
711
Missouri Trust & Investment Company
Missouri
$1.28M +$212K +1,640 +20%
IA
712
IndexIQ Advisors
New York
$1.25M +$9.04K +70 +0.7%
OL
713
Optas LLC
Texas
$1.25M +$6.72K +52 +0.6%
WP
714
WealthShield Partners
North Carolina
$1.24M +$166K +1,284 +16%
RC
715
RDST Capital
Washington
$1.24M -$1.65M -12,750 -58%
RHAM
716
Round Hill Asset Management
California
$1.24M
FFA
717
First Foundation Advisors
California
$1.24M -$273K -2,114 -18%
CW
718
Connectus Wealth
Ohio
$1.23M -$182K -1,412 -14%
SAM
719
Silvercrest Asset Management
New York
$1.23M +$48.6K +376 +4%
DTL
720
Dynamic Technology Lab
Singapore
$1.22M -$535K -4,138 -31%
Marshall Wace
721
Marshall Wace
United Kingdom
$1.21M -$9.09M -70,382 -89%
RWP
722
RWA Wealth Partners
Massachusetts
$1.21M +$123K +950 +12%
Cetera Investment Advisers
723
Cetera Investment Advisers
Illinois
$1.21M -$24.7K -191 -2%
PFM
724
Parsec Financial Management
North Carolina
$1.2M +$929K +7,193 +375%
APWM
725
Atlas Private Wealth Management
New York
$1.2M +$62.9K +487 +6%