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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
826
Capstone Financial Advisors
Illinois
$498K +$15K +140 +3%
BCP
827
Berkeley Capital Partners
Georgia
$496K +$1.82K +17 +0.3%
CCM
828
Coldstream Capital Management
Washington
$495K +$74.2K +694 +15%
KWILP
829
Kiwi Wealth Investments Limited Partnership
New Zealand
$492K -$9.84K -92 -2%
SC
830
Skylands Capital
Wisconsin
$489K +$10.7K +100 +2%
APA
831
American Portfolios Advisors
New York
$487K +$73.3K +686 +15%
MWC
832
MBM Wealth Consultants
Missouri
$485K +$38.7K +362 +8%
MG
833
Markel Group
Virginia
$481K
TWI
834
Thomas White International
Illinois
$478K
CAC
835
Core Alternative Capital
Georgia
$477K +$244K +2,278 +81%
GF
836
Gabelli Funds
New York
$473K +$37.4K +350 +7%
MYIA
837
Mount Yale Investment Advisors
Colorado
$472K +$35.8K +335 +7%
Federated Hermes
838
Federated Hermes
Pennsylvania
$471K +$99.2K +928 +23%
JAG
839
Journey Advisory Group
Kentucky
$470K +$124K +1,157 +33%
CWM
840
Chesapeake Wealth Management
Virginia
$469K -$17.2K -161 -3%
CFGS
841
Concourse Financial Group Securities
Alabama
$469K +$80.8K +756 +18%
BC
842
Bowman & Company
Wisconsin
$467K +$24.3K +227 +5%
WA
843
WP Advisors
California
$466K +$17.4K +163 +3%
DBRC
844
D.B. Root & Company
Pennsylvania
$465K +$748 +7 +0.1%
BBNA
845
Bremer Bank National Association
Minnesota
$464K -$94.6K -885 -15%
ANTB
846
AMG National Trust Bank
Colorado
$460K
ABC
847
Associated Banc-Corp
Wisconsin
$458K
GIM
848
Groesbeck Investment Management
New Jersey
$457K -$30.8K -288 -6%
NIM
849
NuWave Investment Management
New Jersey
$451K +$513K +4,797 New
IAP
850
Indie Asset Partners
Indiana
$450K -$50.8K -475 -9%