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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
CF
751
Centaurus Financial
California
$27K +$26.9K +369 New
MWM
752
MinichMacGregor Wealth Management
New York
$26K
TWA
753
TCI Wealth Advisors
Arizona
$25K +$218 +3 +0.9%
LFA
754
Legacy Financial Advisors
Kentucky
$25K +$11.2K +154 +83%
FC
755
Ferris Capital
Massachusetts
$24K
WTC
756
WhitTier Trust Company
Nevada
$23K
FBT
757
First Bank & Trust
South Dakota
$21K
OIA
758
OneDigital Investment Advisors
Kansas
$21K
PI
759
PineBridge Investments
New York
$21K
SSB
760
Sandy Spring Bank
Maryland
$21K
TL
761
TrueWealth LLC
Georgia
$21K
GRP
762
Global Retirement Partners
California
$21K +$2.18K +30 +12%
Rockefeller Capital Management
763
Rockefeller Capital Management
New York
$21K +$20.8K +285 New
ACS
764
Archford Capital Strategies
Illinois
$19K +$10.9K +150 +146%
YWP
765
YorkBridge Wealth Partners
New York
$18K
FMII
766
Farmers & Merchants Investments Inc
Nebraska
$18K +$2.62K +36 +17%
PW
767
Price Wealth
Texas
$17K +$10.5K +144 +166%
BCA
768
Bay Colony Advisors
Massachusetts
$17K +$16.7K +230 New
IWP
769
Icon Wealth Partners
Texas
$17K +$16.7K +230 New
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$17K -$7.57K -104 -31%
GFP
771
Gryphon Financial Partners
Ohio
$16K +$291 +4 +2%
CHP
772
Cable Hill Partners
Oregon
$15K
IP
773
Isthmus Partners
Wisconsin
$15K
WIM
774
Westside Investment Management
California
$14.7K -$1.31K -18 -8%
DBT
775
Dubuque Bank & Trust
Iowa
$14K