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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
851
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K -$5.1K -43 -1%
MAM
852
Meeder Asset Management
Ohio
$437K +$39.5K +333 +10%
MWC
853
MBM Wealth Consultants
Missouri
$433K
NFC
854
Northeast Financial Consultants
Connecticut
$433K +$356 +3 +0.1%
PSUF
855
People's United Financial
Connecticut
$424K -$26.6K -224 -6%
PCM
856
Pointe Capital Management
Michigan
$424K +$3.92K +33 +0.9%
CG
857
Caprock Group
Idaho
$423K -$126K -1,059 -22%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$420K
HI
859
Horizon Investments
North Carolina
$419K -$1.32M -11,083 -75%
EWM
860
Evermay Wealth Management
Virginia
$407K +$14.6K +123 +4%
RCM
861
RB Capital Management
Nevada
$407K +$56.1K +473 +15%
SBF
862
Sara-Bay Financial
Florida
$402K
TC
863
Toews Corporation
New Jersey
$402K +$415K +3,500 New
GL
864
Graypoint LLC
New York
$398K +$157K +1,326 +62%
1WA
865
180 Wealth Advisors
Washington
$397K -$9.73K -82 -3%
DADC
866
D.A. Davidson & Co
Montana
$397K +$7.36K +62 +2%
IIC
867
Integrated Investment Consultants
Michigan
$396K
FMLI
868
Fukoku Mutual Life Insurance
Japan
$396K +$65.3K +550 +19%
Cohen & Steers
869
Cohen & Steers
New York
$394K
Verition Fund Management
870
Verition Fund Management
Connecticut
$390K +$76.4K +644 +23%
BCA
871
Bay Colony Advisors
Massachusetts
$389K
WBG
872
Wharton Business Group
Pennsylvania
$389K
DCM
873
Donaldson Capital Management
Indiana
$388K +$401K +3,381 New
BA
874
Bridgewater Associates
Connecticut
$385K +$398K +3,351 New
Luther King Capital Management (LKCM)
875
Luther King Capital Management (LKCM)
Texas
$381K