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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
876
Gladstone Institutional Advisory
Florida
$600K -$267K -2,066 -31%
IFG
877
Independent Financial Group
California
$600K +$145K +1,125 +33%
RMAM
878
Raab & Moskowitz Asset Management
New Jersey
$597K – – –
ANTB
879
AMG National Trust Bank
Colorado
$596K – – –
CFM
880
Coronation Fund Managers
South Africa
$594K -$225K -1,742 -28%
APA
881
American Portfolios Advisors
New York
$593K +$25.4K +197 +5%
MW
882
Marcum Wealth
Ohio
$592K +$172K +1,329 +42%
V
883
VeraBank
Texas
$588K -$32.3K -250 -5%
PFPT
884
Pinnacle Financial Partners (Tennessee)
Tennessee
$586K -$180K -1,390 -24%
QCG
885
Quadrant Capital Group
Ohio
$585K +$74.3K +575 +15%
SWMP
886
Signature Wealth Management Partners
New Jersey
$581K -$12.9K -100 -2%
FCH
887
Freestone Capital Holdings
Washington
$581K +$221K +1,708 +63%
SIM
888
SSI Investment Management
California
$568K -$5.94K -46 -1%
CFGS
889
Concourse Financial Group Securities
Alabama
$559K -$467K -3,614 -46%
CIA
890
Capital Impact Advisors
Massachusetts
$555K -$537K -4,156 -50%
GCMG
891
Gyroscope Capital Management Group
Florida
$554K -$38.9K -301 -7%
RPC
892
Rossmore Private Capital
Connecticut
$554K – – –
JSC
893
Jackson Square Capital
California
$552K +$15.6K +121 +3%
CFA
894
Compass Financial Advisors
Indiana
$551K -$2.71K -21 -0.5%
Luther King Capital Management (LKCM)
895
Luther King Capital Management (LKCM)
Texas
$547K -$1.42K -11 -0.3%
Federated Hermes
896
Federated Hermes
Pennsylvania
$538K -$8.4K -65 -2%
PAM
897
Peak Asset Management
Colorado
$537K -$19.4K -150 -4%
FRM
898
Fox Run Management
Connecticut
$537K -$4K -31 -0.8%
RCM
899
RB Capital Management
Nevada
$534K +$16.3K +126 +3%
MIM
900
Merrion Investment Management
New Jersey
$533K – – –