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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$1.51M -$99.5K -628 -6%
CG
802
Caprock Group
Idaho
$1.51M -$617K -3,893 -28%
CFO
803
Callan Family Office
Pennsylvania
$1.5M +$1.6M +10,098 New
BHBT
804
Burke & Herbert Bank & Trust
Virginia
$1.49M
FNA
805
First National Advisers
Nebraska
$1.48M +$151K +956 +11%
MOS
806
MGO One Seven
Ohio
$1.48M +$22.5K +142 +1%
IA
807
IFP Advisors
Florida
$1.48M -$41K -259 -3%
BAM
808
Belpointe Asset Management
Nevada
$1.47M +$3.33K +21 +0.2%
BFG
809
Bleakley Financial Group
New Jersey
$1.47M -$4.12K -26 -0.3%
WF
810
WoodTrust Financial
Wisconsin
$1.46M -$1.11K -7 -0.1%
TC
811
TFR Capital
Texas
$1.45M +$1.54M +9,744 New
HH
812
Hilltop Holdings
Texas
$1.44M +$150K +949 +11%
MWC
813
MBM Wealth Consultants
Missouri
$1.44M +$34.7K +219 +2%
ZB
814
Zions Bancorporation
Utah
$1.42M +$224K +1,417 +17%
MNBTD
815
Moody National Bank Trust Division
Texas
$1.42M -$88.5K -559 -6%
Alyeska Investment Group
816
Alyeska Investment Group
Illinois
$1.42M -$3.73M -23,525 -71%
BIM
817
Baldwin Investment Management
Pennsylvania
$1.41M -$639K -4,037 -30%
FCM
818
Fairbanks Capital Management
California
$1.41M +$35.2K +222 +2%
FC
819
Forte Capital
New York
$1.4M -$46.9K -296 -3%
DT
820
Diversified Trust
Tennessee
$1.38M +$522K +3,294 +55%
GI
821
GAMMA Investing
California
$1.38M +$140K +887 +11%
NAAA
822
New Age Alpha Advisors
New York
$1.38M +$1.44M +9,113 +7,658%
IAA
823
Independent Advisor Alliance
North Carolina
$1.38M +$329K +2,074 +29%
S
824
SignatureFD
Georgia
$1.37M +$55K +347 +4%
NWMG
825
Nicholson Wealth Management Group
South Carolina
$1.37M +$762K +4,808 +110%