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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SBFM
926
S-Bank Fund Management
Finland
$908K -$12.5K -70 -1%
AFW
927
Avantra Family Wealth
Pennsylvania
$908K +$20K +112 +2%
MYAM
928
Meiji Yasuda Asset Management
Japan
$906K -$111K -619 -10%
IWC
929
Integrated Wealth Concepts
Massachusetts
$905K -$105K -588 -10%
DWM
930
Dynasty Wealth Management
Florida
$897K +$952K +5,327 New
HIP
931
Harrell Investment Partners
Texas
$895K +$49.5K +277 +6%
A
932
AlphaQuest
New York
$885K -$512K -2,863 -35%
EFG
933
Embree Financial Group
Illinois
$885K +$25.4K +142 +3%
Bank Julius Baer & Co
934
Bank Julius Baer & Co
Switzerland
$883K +$582K +3,256 +164%
WCM
935
Weaver Capital Management
Georgia
$882K -$10.2K -57 -1%
NHC
936
Nicholas Hoffman & Company
Georgia
$878K
BFA
937
Buttonwood Financial Advisors
Maryland
$876K -$11.8K -66 -1%
MWA
938
Midland Wealth Advisors
Illinois
$875K -$145K -811 -14%
SPF
939
South Plains Financial
Texas
$874K -$42.9K -240 -4%
HA
940
Herold Advisors
New York
$863K +$266K +1,490 +41%
CFA
941
Capstone Financial Advisors
Illinois
$846K +$6.08K +34 +0.7%
MCA
942
Martin Capital Advisors
Texas
$844K +$15.2K +85 +2%
DWA
943
Douglass Winthrop Advisors
New York
$844K -$16.6K -93 -2%
FC
944
Farringdon Capital
United Kingdom
$841K +$892K +4,993 New
EWM
945
Evermay Wealth Management
Virginia
$840K -$29.7K -166 -3%
TCWA
946
Turtle Creek Wealth Advisors
Texas
$839K +$192K +1,076 +28%
CCA
947
Checchi Capital Advisers
California
$838K -$194K -1,085 -18%
WTC
948
WhitTier Trust Company
Nevada
$838K +$122K +682 +15%
CPW
949
Crestmont Private Wealth
Texas
$834K +$82.5K +462 +10%
SC
950
SummitTX Capital
Texas
$827K -$1.26M -7,070 -59%