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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
851
Accent Capital Management
Ohio
$887K +$107K +805 +14%
SFP
852
Shepherd Financial Partners
Massachusetts
$879K +$1.86K +14 +0.2%
JWCA
853
J.W. Coons Advisors
Ohio
$879K – – –
UIA
854
Ulland Investment Advisors
Minnesota
$873K -$34.7K -261 -4%
Mission Wealth Management
855
Mission Wealth Management
California
$866K +$837K +6,299 New
OTL
856
Oak Thistle LLC
New York
$866K +$836K +6,298 New
Caprock Group
857
Caprock Group
Idaho
$858K +$40.2K +303 +5%
AGWCA
858
Annis Gardner Whiting Capital Advisors
Florida
$858K +$101K +761 +14%
SCM
859
Stevens Capital Management
Pennsylvania
$857K +$829K +6,239 New
BA
860
Bristlecone Advisors
Washington
$856K -$1.06K -8 -0.1%
Whittier Trust
861
Whittier Trust
California
$847K -$11.3K -85 -1%
LD
862
Lipe & Dalton
New York
$843K +$342K +2,576 +72%
EP Wealth Advisors
863
EP Wealth Advisors
California
$839K +$32.9K +248 +4%
Becker Capital Management
864
Becker Capital Management
Oregon
$833K -$52.1K -392 -6%
CI
865
Cigna Investments
Connecticut
$828K – – –
GL
866
Graypoint LLC
New York
$827K +$26.8K +202 +3%
Valeo Financial Advisors
867
Valeo Financial Advisors
Indiana
$826K -$31.7K -239 -4%
SC
868
Syon Capital
California
$825K +$19.3K +145 +2%
CC
869
Commons Capital
Massachusetts
$824K +$531 +4 +0.1%
FIM
870
Fruth Investment Management
Texas
$824K – – –
Nicholas Hoffman & Company
871
Nicholas Hoffman & Company
Georgia
$820K -$34.7K -261 -4%
HT
872
Headlands Technologies
Illinois
$819K +$792K +5,962 New
SP
873
Stonebrook Private
Michigan
$815K +$31.5K +237 +4%
FRM
874
Fox Run Management
Connecticut
$814K +$787K +5,924 New
Summit Trail Advisors
875
Summit Trail Advisors
New York
$811K +$279K +2,100 +55%