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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
801
Left Brain Wealth Management
Illinois
$908K -$60.5K -534 -7%
MAS
802
Meeder Advisory Services
Ohio
$906K -$29.5K -260 -4%
MWA
803
Midland Wealth Advisors
Illinois
$906K +$799K +7,051 New
WG
804
Winton Group
United Kingdom
$902K +$797K +7,026 New
SIA
805
Schechter Investment Advisors
Michigan
$899K -$4.42K -39 -0.6%
CWG
806
C WorldWide Group
Denmark
$897K – – –
IAS
807
Insigneo Advisory Services
Florida
$896K +$63.3K +558 +9%
BFA
808
Buttonwood Financial Advisors
Maryland
$889K -$43.4K -383 -5%
OL
809
Optas LLC
Texas
$889K -$12.6K -111 -2%
ACM
810
AlphaStar Capital Management
North Carolina
$888K +$126K +1,112 +19%
RWB
811
RMR Wealth Builders
New Jersey
$887K -$26.3K -232 -3%
ACH
812
ArrowMark Colorado Holdings
Colorado
$887K – – –
VPI
813
Value Partners Investments
Manitoba, Canada
$872K +$321K +2,834 +72%
BW
814
Bison Wealth
Georgia
$868K +$32.2K +284 +4%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$861K -$2.38K -21 -0.3%
FB
816
Fulton Bank
Pennsylvania
$856K +$56.5K +498 +8%
ECM
817
Exchange Capital Management
Michigan
$853K -$13.6K -120 -2%
UIA
818
Ulland Investment Advisors
Minnesota
$849K -$25.5K -225 -3%
FTB
819
First Trust Bank
Bahamas
$843K +$744K +6,566 New
MTIC
820
Missouri Trust & Investment Company
Missouri
$843K -$47.1K -415 -6%
IA
821
IFP Advisors
Florida
$840K -$25.6K -226 -3%
Luther King Capital Management (LKCM)
822
Luther King Capital Management (LKCM)
Texas
$837K +$305K +2,688 +70%
ACM
823
Argent Capital Management
Missouri
$835K – – –
BPCA
824
Bank Pictet & Cie (Asia)
Singapore
$832K -$573K -5,053 -44%
VFA
825
Valeo Financial Advisors
Indiana
$831K +$27.1K +239 +4%