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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
826
Realta Investment Advisors
Delaware
$44K +$18.3K +200 +72%
AssetMark Inc
827
AssetMark Inc
California
$42K -$80.1K -877 -66%
SLF
828
Sun Life Financial
Ontario, Canada
$42K +$274 +3 +0.7%
CG
829
Cutler Group
California
$41K
AIM
830
Advantage Investment Management
Iowa
$40K -$8.22K -90 -17%
TFO
831
Tarbox Family Office
California
$40K
FANJ
832
Financial Architects (New Jersey)
New Jersey
$39K
AIC
833
Ameritas Investment Company
Nebraska
$38K +$38K +416 New
AP
834
Arlington Partners
Alabama
$37K
FA
835
Financial Advantage
Maryland
$34K +$34.2K +375 New
CFA
836
Carroll Financial Associates
North Carolina
$33K
EW
837
Evoke Wealth
California
$32.5K +$32.1K +352 New
SSB
838
Sandy Spring Bank
Maryland
$27K -$10K -110 -27%
CH
839
Canton Hathaway
Rhode Island
$27K
FCA
840
FinTrust Capital Advisors
South Carolina
$27K
TL
841
TrueWealth LLC
Georgia
$27K
TWA
842
TCI Wealth Advisors
Arizona
$27K +$1K +11 +4%
HH
843
HWG Holdings
Texas
$27K +$26.2K +287 New
SWA
844
Sutton Wealth Advisors
Florida
$25K
FMII
845
Farmers & Merchants Investments Inc
Nebraska
$25K +$1.09K +12 +5%
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$25K +$5.11K +56 +27%
GSWM
847
Golden State Wealth Management
California
$24K
HGWM
848
Harvest Group Wealth Management
Massachusetts
$24K
NIC
849
Northwest Investment Counselors
Oregon
$24K +$24K +263 New
RE
850
RBC Europe
United Kingdom
$23.5K