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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
776
Coldstream Capital Management
Washington
$749K +$12.2K +113 +2%
AIM
777
Achmea Investment Management
Netherlands
$742K +$628K +5,798 +759%
PA
778
Profund Advisors
Maryland
$738K -$11.4K -105 -2%
FI
779
Financial Insights
Washington
$738K +$217K +2,000 +44%
NB
780
NBT Bank
New York
$735K -$75.6K -698 -10%
ACM
781
Argent Capital Management
Missouri
$735K – – –
RP
782
Riverwater Partners
Wisconsin
$734K -$30.5K -282 -4%
TAM
783
Trust Asset Management
Texas
$731K – – –
BA
784
Bristlecone Advisors
Washington
$731K +$7.8K +72 +1%
BC
785
Bowman & Company
Wisconsin
$726K +$19.6K +181 +3%
JWCA
786
J.W. Coons Advisors
Ohio
$723K – – –
HFS
787
Hantz Financial Services
Michigan
$720K -$41.7K -385 -6%
First Trust Advisors
788
First Trust Advisors
Illinois
$719K -$79.5M -734,241 -99%
PCM
789
Penserra Capital Management
California
$719K +$377K +3,478 +120%
SFP
790
Shepherd Financial Partners
Massachusetts
$717K -$1.41K -13 -0.2%
BW
791
Bison Wealth
Georgia
$715K +$81.1K +749 +13%
NHC
792
Nicholas Hoffman & Company
Georgia
$709K +$108 +1 +0%
CT
793
Caldwell Trust
Florida
$705K -$21.7K -200 -3%
IAS
794
Insigneo Advisory Services
Florida
$703K +$389K +3,589 +136%
RDWM
795
Red Door Wealth Management
Tennessee
$702K +$672K +6,210 New
MFC
796
Mechanics Financial Corp
Ohio
$701K – – –
BRWA
797
B. Riley Wealth Advisors
Florida
$692K +$111K +1,025 +20%
SP
798
Saranac Partners
$688K – – –
GL
799
Graypoint LLC
New York
$687K +$153K +1,411 +30%
PFS
800
Prospera Financial Services
Texas
$682K +$68.9K +636 +12%