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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
KL
776
KWMG LLC
Kansas
$13K +$12.6K +173 New
PCA
777
Providence Capital Advisors
North Carolina
$12K
DWM
778
Destination Wealth Management
California
$10K -$10.9K -150 -53%
SGAM
779
Smith Group Asset Management
Texas
$10K -$1.46K -20 -13%
OFW
780
Omnia Family Wealth
Florida
$10K
PG
781
Patten Group
Tennessee
$10K
SIM
782
Sonora Investment Management
Arizona
$10K
MFT
783
Moisand Fitzgerald Tamayo
Florida
$9K -$9.18K -126 -50%
MA
784
MCF Advisors
Kentucky
$9K -$874 -12 -9%
AC
785
Avestar Capital
New York
$8K +$583 +8 +6%
SMFS
786
Squar Milner Financial Services
California
$8K +$8.23K +113 New
AOWM
787
Alpha Omega Wealth Management
Virginia
$7K
PSC
788
Prentiss Smith & Co
Vermont
$7K
TSW
789
Thompson Siegel & Walmsley
Virginia
$7K
PFO
790
Pathstone Family Office
New Jersey
$6K -$8.15K -112 -58%
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
GTAM
792
Global Trust Asset Management
Florida
$6K +$510 +7 +9%
IUHSA
793
Itau Unibanco Holding S.A.
Brazil
$6K +$5.9K +81 New
CWA
794
Clarus Wealth Advisors
Arizona
$5K +$5.17K +71 New
SWA
795
Sutton Wealth Advisors
Florida
$4.27K
MSA
796
Marino Stram & Associates
Massachusetts
$4K -$3.57K -49 -51%
AF
797
Allworth Financial
California
$4K
CFD
798
Creative Financial Designs
Indiana
$4K
LF
799
Lee Financial
Texas
$4K
LFG
800
LifePlan Financial Group
Ohio
$4K