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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
V
851
VeraBank
Texas
$477K +$4.38K +44 +1%
II
852
Inspire Investing
Idaho
$473K +$19.6K +197 +4%
OHWP
853
Oak Harbor Wealth Partners
North Carolina
$472K -$996 -10 -0.2%
CWM
854
Chesapeake Wealth Management
Virginia
$468K -$13.9K -140 -3%
PCM
855
Pointe Capital Management
Michigan
$468K -$7.47K -75 -2%
RMAM
856
Raab & Moskowitz Asset Management
New Jersey
$464K
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$463K -$173K -1,736 -28%
LWP
858
Lumature Wealth Partners
Georgia
$457K -$25K -251 -5%
PA
859
Parallel Advisors
California
$457K -$15.6K -157 -3%
EIP
860
Ellis Investment Partners
Pennsylvania
$457K -$42.6K -428 -9%
FFM
861
Forum Financial Management
Illinois
$449K +$10.6K +106 +2%
FCI
862
Financial Counselors Inc
Kansas
$447K +$25.7K +258 +6%
Luther King Capital Management (LKCM)
863
Luther King Capital Management (LKCM)
Texas
$446K -$28.9K -290 -6%
WTC
864
WhitTier Trust Company
Nevada
$446K +$76.6K +769 +22%
IFG
865
Independent Financial Group
California
$444K +$2.79K +28 +0.7%
GL
866
Graypoint LLC
New York
$444K +$119K +1,195 +38%
SIM
867
SSI Investment Management
California
$442K
LOAMU
868
Lombard Odier Asset Management (USA)
New York
$441K
AssetMark Inc
869
AssetMark Inc
California
$441K -$101K -1,010 -19%
CFG
870
Citizens Financial Group
Rhode Island
$440K
NAS
871
Nicolet Advisory Services
Wisconsin
$437K +$51.7K +519 +15%
MRCM
872
M&R Capital Management
New Jersey
$429K -$300K -3,009 -42%
RPC
873
Rossmore Private Capital
Connecticut
$429K -$1.49K -15 -0.4%
Squarepoint
874
Squarepoint
New York
$428K -$25.4M -255,124 -98%
SP
875
Symmetry Partners
Connecticut
$428K