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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
801
Independent Financial Group
California
$389K +$383K +3,883 New
P
802
Pitcairn
Pennsylvania
$388K -$5.62K -57 -1%
CIC
803
Crawford Investment Counsel
Georgia
$385K +$380K +3,853 New
NP
804
Ninepoint Partners
Ontario, Canada
$380K
SVWAG
805
Sound View Wealth Advisors Group
Georgia
$378K +$25.6K +260 +7%
V
806
VeraBank
Texas
$377K +$64.1K +650 +21%
APA
807
American Portfolios Advisors
New York
$375K +$31K +314 +9%
IIC
808
Integrated Investment Consultants
Michigan
$373K -$394 -4 -0.1%
WCM
809
Whitener Capital Management
North Carolina
$372K -$49.3K -500 -12%
NFC
810
Northeast Financial Consultants
Connecticut
$372K
FMLI
811
Fukoku Mutual Life Insurance
Japan
$370K
YMRC
812
Yorktown Management & Research Company
Virginia
$370K +$19.7K +200 +6%
SBIA
813
Sheaff Brock Investment Advisors
Indiana
$366K
CG
814
Caprock Group
Idaho
$364K +$25.1K +255 +8%
Cohen & Steers
815
Cohen & Steers
New York
$361K
AWA
816
Arete Wealth Advisors
Illinois
$357K -$153K -1,555 -31%
Bank Julius Baer & Co
817
Bank Julius Baer & Co
Switzerland
$355K +$107K +1,083 +44%
QCG
818
Quadrant Capital Group
Ohio
$354K +$14.9K +151 +4%
HA
819
Harfst & Associates
Wyoming
$353K -$881K -8,935 -72%
FAM
820
Formidable Asset Management
Ohio
$351K
TBA
821
Tower Bridge Advisors
Pennsylvania
$350K
SBF
822
Sara-Bay Financial
Florida
$350K
PA
823
Parallel Advisors
California
$349K +$1.48K +15 +0.4%
CAAS
824
Capital Asset Advisory Services
Michigan
$348K -$7.49K -76 -2%
PCM
825
Pointe Capital Management
Michigan
$345K +$6.8K +69 +2%