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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
EI
926
Ellevest Inc
New York
$637K +$62K +467 +11%
RMAM
927
Raab & Moskowitz Asset Management
New Jersey
$636K +$9.56K +72 +2%
Forum Financial Management
928
Forum Financial Management
Illinois
$636K – – –
LSAG
929
Lake Street Advisors Group
New Hampshire
$624K +$14.7K +111 +3%
MIS
930
Morningstar Investment Services
Illinois
$624K -$473K -3,565 -44%
LT
931
Legacy Trust
Michigan
$621K +$3.59K +27 +0.6%
CWA Asset Management Group
932
CWA Asset Management Group
Florida
$613K -$181K -1,361 -23%
CFGS
933
Concourse Financial Group Securities
Alabama
$608K +$76.6K +577 +15%
FCI
934
Financial Counselors Inc
Kansas
$602K +$64.4K +485 +12%
Glenview Trust
935
Glenview Trust
Kentucky
$602K – – –
Larson Financial Group
936
Larson Financial Group
Missouri
$600K +$28.7K +216 +5%
Integrated Wealth Concepts
937
Integrated Wealth Concepts
Massachusetts
$596K -$92.4K -696 -14%
PCM
938
Pointe Capital Management
Michigan
$593K – – –
&Partners
939
&Partners
Tennessee
$589K +$569K +4,287 New
BOS
940
Bank of Stockton
California
$588K -$77.8K -586 -12%
GJWM
941
Gilliland Jeter Wealth Management
Arkansas
$585K -$63.2K -476 -10%
Intact Investment Management
942
Intact Investment Management
Quebec, Canada
$577K -$452K -3,400 -45%
CWM
943
Chesapeake Wealth Management
Virginia
$576K -$1.73K -13 -0.3%
Old National Bancorp
944
Old National Bancorp
Indiana
$573K -$282K -2,122 -34%
PI
945
PFG Investments
New York
$573K +$145K +1,089 +35%
IA
946
Inspire Advisors
Idaho
$570K +$49.7K +374 +10%
RPC
947
Rossmore Private Capital
Connecticut
$569K -$2.66K -20 -0.5%
TC
948
TownSquare Capital
Utah
$566K +$217K +1,634 +66%
BC
949
Bridgefront Capital
Texas
$563K +$544K +4,096 New
FCB
950
First County Bank
Connecticut
$562K +$19.9K +150 +4%