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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
NP
951
NorthRock Partners
Minnesota
$312K -$78K -749 -20%
CPW
952
Crestmont Private Wealth
Texas
$312K +$44.5K +427 +17%
Verition Fund Management
953
Verition Fund Management
Connecticut
$311K -$695K -6,676 -69%
PP
954
Paloma Partners
Connecticut
$310K +$310K +2,977 New
SWA
955
SFMG Wealth Advisors
Texas
$310K -$2.28M -21,911 -88%
WPW
956
Waldron Private Wealth
Pennsylvania
$309K +$45K +432 +17%
CP
957
Covenant Partners
Tennessee
$308K +$308K +2,957 New
GLR
958
Great Lakes Retirement
Ohio
$308K +$308K +2,956 New
FWA
959
FSM Wealth Advisors
Ohio
$308K -$56.1K -539 -15%
SWM
960
SeaCrest Wealth Management
New York
$307K +$2.5K +24 +0.8%
AF
961
Allworth Financial
California
$305K +$101K +966 +49%
BFS
962
Bradley Foster & Sargent
Connecticut
$304K
ST
963
Smithfield Trust
Pennsylvania
$302K
PCM
964
Penserra Capital Management
California
$301K
QI
965
Qtron Investments
Massachusetts
$300K +$300K +2,879 New
RPCONE
966
Retirement Planning Company of New England
Rhode Island
$300K -$13.4K -129 -4%
GI
967
GAMCO Investors
Connecticut
$300K -$51.4K -494 -15%
EI
968
Ellevest Inc
New York
$299K +$105K +1,008 +54%
CIC
969
Cornercap Investment Counsel
Georgia
$298K -$58.3K -560 -16%
FCP
970
Fidelis Capital Partners
Florida
$297K +$286K +2,742 New
SIMM
971
Stillwater Investment Management (Minnesota)
Minnesota
$296K +$1.15K +11 +0.4%
EF
972
Empowered Funds
Pennsylvania
$295K +$295K +2,833 New
PWS
973
Peterson Wealth Services
Utah
$295K -$13K -125 -4%
GIA
974
Gladstone Institutional Advisory
Florida
$295K -$68K -653 -19%
IFWM
975
Institute for Wealth Management
Colorado
$289K