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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
926
Raab & Moskowitz Asset Management
New Jersey
$636K +$9.56K +72 +2%
FFM
927
Forum Financial Management
Illinois
$636K
LSAG
928
Lake Street Advisors Group
New Hampshire
$624K +$14.7K +111 +3%
MIS
929
Morningstar Investment Services
Illinois
$624K -$473K -3,565 -44%
LT
930
Legacy Trust
Michigan
$621K +$3.59K +27 +0.6%
CAMG
931
CWA Asset Management Group
Florida
$613K -$181K -1,361 -23%
CFGS
932
Concourse Financial Group Securities
Alabama
$608K +$76.6K +577 +15%
FCI
933
Financial Counselors Inc
Kansas
$602K +$64.4K +485 +12%
GT
934
Glenview Trust
Kentucky
$602K
LFG
935
Larson Financial Group
Missouri
$600K +$28.7K +216 +5%
IWC
936
Integrated Wealth Concepts
Massachusetts
$596K -$92.4K -696 -14%
PCM
937
Pointe Capital Management
Michigan
$593K
P
938
&Partners
Tennessee
$589K +$569K +4,287 New
BOS
939
Bank of Stockton
California
$588K -$77.8K -586 -12%
GJWM
940
Gilliland Jeter Wealth Management
Arkansas
$585K -$63.2K -476 -10%
IIM
941
Intact Investment Management
Quebec, Canada
$577K -$452K -3,400 -45%
CWM
942
Chesapeake Wealth Management
Virginia
$576K -$1.73K -13 -0.3%
ONB
943
Old National Bancorp
Indiana
$573K -$282K -2,122 -34%
PI
944
PFG Investments
New York
$573K +$145K +1,089 +35%
IA
945
Inspire Advisors
Idaho
$570K +$49.7K +374 +10%
RPC
946
Rossmore Private Capital
Connecticut
$569K -$2.66K -20 -0.5%
TC
947
TownSquare Capital
Utah
$566K +$217K +1,634 +66%
BC
948
Bridgefront Capital
Texas
$563K +$544K +4,096 New
FCB
949
First County Bank
Connecticut
$562K +$19.9K +150 +4%
HC
950
Hara Capital
Washington
$558K