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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
951
Federated Hermes
Pennsylvania
$314K -$107K -1,073 -26%
FRM
952
Fox Run Management
Connecticut
$312K +$303K +3,039 New
SIG
953
Stonegate Investment Group
Alabama
$310K -$43.2K -434 -13%
RPCONE
954
Retirement Planning Company of New England
Rhode Island
$308K +$12.2K +122 +4%
VST
955
Van Strum & Towne
California
$308K
MIM
956
MTM Investment Management
South Carolina
$305K +$6.27K +63 +2%
PWS
957
Peterson Wealth Services
Utah
$303K +$9.46K +95 +3%
ST
958
Smithfield Trust
Pennsylvania
$300K -$2.49K -25 -0.9%
BFS
959
Bradley Foster & Sargent
Connecticut
$299K -$3.98K -40 -1%
SWM
960
SeaCrest Wealth Management
New York
$299K +$2.99K +30 +1%
DBT
961
Dubuque Bank & Trust
Iowa
$298K +$100 +1 +0%
TPWA
962
TRUE Private Wealth Advisors
Oregon
$297K +$289K +2,898 New
PCM
963
Penserra Capital Management
California
$296K +$20.1K +202 +8%
JIC
964
Johnson Investment Counsel
Ohio
$294K -$15.8K -159 -5%
BFM
965
Boston Financial Management
Massachusetts
$294K -$4.08K -41 -1%
SIMM
966
Stillwater Investment Management (Minnesota)
Minnesota
$290K +$1.09K +11 +0.4%
1WA
967
180 Wealth Advisors
Washington
$290K +$1.79K +18 +0.7%
AFM
968
Andesa Financial Management
Pennsylvania
$288K -$161K -1,621 -37%
FFP
969
FourThought Financial Partners
Florida
$287K +$278K +2,794 New
USCWA
970
U.S. Capital Wealth Advisors
Texas
$286K +$51.8K +520 +23%
CBT
971
CoreFirst Bank & Trust
Kansas
$284K
IFWM
972
Institute for Wealth Management
Colorado
$284K +$22.7K +228 +9%
PWP
973
Phillips Wealth Planners
Mississippi
$284K +$259K +2,601 New
SC
974
Solstein Capital
California
$284K
ECM
975
Evergreen Capital Management
Washington
$283K +$35.1K +352 +15%