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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
IC
901
Inscription Capital
Texas
$204K +$201K +2,039 New
BA
902
Bristlecone Advisors
Washington
$203K +$200K +2,026 New
PCP
903
Proficio Capital Partners
Massachusetts
$203K +$200K +2,030 New
WF
904
WoodTrust Financial
Wisconsin
$202K +$199K +2,020 New
WCWM
905
Willow Creek Wealth Management
California
$201K +$198K +2,005 New
CTB
906
Country Trust Bank
Illinois
$200K
DLG
907
Daniel L. Goodwin
$200K +$197K +2,000 New
SNBOSCI
908
Security National Bank of Sioux City Iowa
Iowa
$200K +$197K +2,000 New
BG
909
Bollard Group
Massachusetts
$195K
NFG
910
Next Financial Group
Texas
$191K +$189K +1,914 New
1832 Asset Management
911
1832 Asset Management
Ontario, Canada
$188K -$3.33M -33,790 -95%
MAM
912
Meeder Asset Management
Ohio
$187K +$28K +284 +18%
AIM
913
AIA Investment Management
Singapore
$187K +$49.3K +500 +36%
T
914
TOBAM
France
$184K +$128K +1,303 +242%
BFC
915
Bedel Financial Consulting
Indiana
$182K
PFS
916
Prospera Financial Services
Texas
$180K -$274K -2,784 -61%
WT
917
Whittier Trust
California
$178K +$5.82K +59 +3%
TAIM
918
TD Ameritrade Investment Management
Nebraska
$176K +$15.7K +159 +10%
FCH
919
Freestone Capital Holdings
Washington
$175K -$155K -1,568 -47%
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$167K
CFFP
921
Center for Financial Planning
Michigan
$167K +$394 +4 +0.2%
HIA
922
Harbor Investment Advisory
Maryland
$167K +$54.9K +557 +50%
NSIM
923
North Star Investment Management
Illinois
$163K
HIIFS
924
Harel Insurance Investments & Financial Services
Israel
$163K +$62.1K +630 +63%
FFC
925
First Financial Corp
Indiana
$156K