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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
876
Oxler Private Wealth
New York
$365K +$102K +1,016 +34%
MIM
877
Merrion Investment Management
New Jersey
$364K – – –
PTC
878
Petrus Trust Company
Texas
$364K +$403K +4,024 New
PAM
879
Peak Asset Management
Colorado
$363K – – –
BAMF
880
BI Asset Management Fondsmaeglerselskab
Denmark
$359K -$874K -8,717 -69%
SFA
881
Sequoia Financial Advisors
Ohio
$358K +$52K +519 +15%
GIA
882
Gladstone Institutional Advisory
Florida
$354K -$78.8K -786 -17%
XT
883
XTX Topco
Cayman Islands
$353K +$392K +3,905 New
RMC
884
Resources Management Corp
Connecticut
$351K +$2.51K +25 +0.6%
IWC
885
Integrated Wealth Concepts
Massachusetts
$351K +$8.92K +89 +2%
JSC
886
Jackson Square Capital
California
$348K -$9.32K -93 -2%
PFS
887
Prospera Financial Services
Texas
$348K -$6.92K -69 -2%
SIM
888
Sentry Investment Management
Wisconsin
$346K – – –
BBNA
889
Bremer Bank National Association
Minnesota
$345K -$111K -1,109 -22%
SBIA
890
Sheaff Brock Investment Advisors
Indiana
$341K +$15K +150 +4%
SVWAG
891
Sound View Wealth Advisors Group
Georgia
$339K -$8.92K -89 -2%
FWA
892
FSM Wealth Advisors
Ohio
$337K +$29.9K +298 +9%
LWCFA
893
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$336K -$14K -140 -4%
GT
894
Glenview Trust
Kentucky
$336K +$372K +3,714 New
JAG
895
Journey Advisory Group
Kentucky
$334K -$98.8K -985 -21%
EWM
896
Evermay Wealth Management
Virginia
$334K -$2.41K -24 -0.6%
QCM
897
Quantinno Capital Management
New York
$333K +$32.1K +320 +9%
MOS
898
MGO One Seven
Ohio
$331K -$171K -1,705 -32%
DADC
899
D.A. Davidson & Co
Montana
$331K +$53.4K +533 +17%
TAL
900
TIG Advisors LLC
New York
$330K -$2.77M -27,651 -88%