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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
776
Strategic Wealth Partners
Ohio
$12K – – –
SGAM
777
Smith Group Asset Management
Texas
$11K -$58.5K -800 -84%
SIM
778
Sonora Investment Management
Arizona
$10.2K – – –
PG
779
Patten Group
Tennessee
$10K – – –
OFW
780
Omnia Family Wealth
Florida
$10K +$8.26K +113 +452%
MA
781
MCF Advisors
Kentucky
$10K +$9.14K +125 +1,042%
AC
782
Avestar Capital
New York
$8K +$9.06K +124 +775%
AOWM
783
Alpha Omega Wealth Management
Virginia
$7K – – –
MSA
784
Marino Stram & Associates
Massachusetts
$7K – – –
PSC
785
Prentiss Smith & Co
Vermont
$7K – – –
TSW
786
Thompson Siegel & Walmsley
Virginia
$7K – – –
ACS
787
Archford Capital Strategies
Illinois
$7K +$7.53K +103 New
PW
788
Price Wealth
Texas
$6K -$6.36K -87 -50%
GTAM
789
Global Trust Asset Management
Florida
$6K – – –
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
SWA
791
Sutton Wealth Advisors
Florida
$4.21K – – –
CFD
792
Creative Financial Designs
Indiana
$4K -$11K -150 -73%
AF
793
Allworth Financial
California
$4K – – –
LFG
794
LifePlan Financial Group
Ohio
$4K +$3.58K +49 New
BWA
795
BDO Wealth Advisors
Florida
$4K +$3.8K +52 New
LF
796
Lee Financial
Texas
$4K +$4.39K +60 New
RFA
797
Reilly Financial Advisors
California
$4K +$4.39K +60 New
RWM
798
Raffa Wealth Management
District of Columbia
$3.48K +$3.51K +48 New
EWM
799
Endurance Wealth Management
Rhode Island
$3K – – –
JCM
800
Jacobi Capital Management
Pennsylvania
$3K – – –