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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
LOAMU
876
Lombard Odier Asset Management (USA)
New York
$404K +$153K +1,430 +50%
IFG
877
Independent Financial Group
California
$404K -$26.2K -245 -5%
CFG
878
Citizens Financial Group
Rhode Island
$403K -$181K -1,691 -28%
AssetMark Inc
879
AssetMark Inc
California
$399K -$279K -2,608 -38%
RPC
880
Rossmore Private Capital
Connecticut
$394K
GI
881
GAMCO Investors
Connecticut
$393K +$202K +1,894 +83%
CFA
882
Compass Financial Advisors
Indiana
$392K
9WM
883
9258 Wealth Management
Ohio
$384K +$60.2K +563 +16%
DBT
884
Dubuque Bank & Trust
Iowa
$382K -$102K -957 -19%
MIM
885
Merrion Investment Management
New Jersey
$380K
PAM
886
Peak Asset Management
Colorado
$378K -$5.34K -50 -1%
CP
887
Covenant Partners
Tennessee
$378K
YMRC
888
Yorktown Management & Research Company
Virginia
$376K +$203K +1,900 +90%
FF
889
FourThought Financial
Florida
$372K -$118K -1,103 -22%
JSC
890
Jackson Square Capital
California
$371K -$25.2K -236 -6%
PFS
891
Prospera Financial Services
Texas
$367K -$106K -992 -20%
FFM
892
Forum Financial Management
Illinois
$363K -$93.4K -874 -18%
LWCFA
893
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$363K +$6.31K +59 +2%
RMC
894
Resources Management Corp
Connecticut
$363K +$37.4K +350 +10%
CAM
895
Congress Asset Management
Massachusetts
$362K +$3.96K +37 +1%
SVWAG
896
Sound View Wealth Advisors Group
Georgia
$361K +$45.4K +425 +12%
BTI
897
Blue Trust Inc
Georgia
$361K +$292K +2,728 New
SIM
898
Sentry Investment Management
Wisconsin
$360K -$79.8K -746 -16%
ONB
899
Old National Bancorp
Indiana
$359K -$962 -9 -0.2%
BRWA
900
B. Riley Wealth Advisors
Florida
$358K -$3.53K -33 -0.9%