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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
MG
976
Markel Group
Virginia
$763K
Jones Financial Companies
977
Jones Financial Companies
Missouri
$762K +$487K +3,076 +151%
TPW
978
Transatlantique Private Wealth
New York
$761K
EWM
979
Evermay Wealth Management
Virginia
$756K +$19.8K +125 +3%
FFM
980
Forum Financial Management
Illinois
$755K +$69.1K +436 +9%
NI
981
Natural Investments
California
$751K +$798K +5,041 New
SCP
982
Stamos Capital Partners
California
$750K +$550K +3,470 +222%
DWM
983
Dakota Wealth Management
Florida
$748K +$6.49K +41 +0.8%
OHWP
984
Oak Harbor Wealth Partners
North Carolina
$747K +$317 +2 +0%
GWP
985
Gen-Wealth Partners
Michigan
$745K +$197K +1,243 +33%
MMEA
986
Main Management ETF Advisors
California
$743K -$71K -448 -8%
BI
987
Bradyco Inc
Massachusetts
$743K +$790K +4,985 New
IVP
988
Intrinsic Value Partners
Arizona
$742K -$25.3K -160 -3%
RP
989
Riverwater Partners
Wisconsin
$742K -$14.3K -90 -2%
CFA
990
Capstone Financial Advisors
Illinois
$739K -$37.2K -235 -5%
MCA
991
Martin Capital Advisors
Texas
$734K
APWM
992
Argonautica Private Wealth Management
Massachusetts
$730K -$475 -3 -0.1%
PNAA
993
Pictet North America Advisors
Switzerland
$730K -$382K -2,414 -33%
DA
994
Doliver Advisors
Texas
$722K -$14.6K -92 -2%
IIM
995
Ironwood Investment Management
Massachusetts
$712K +$99.8K +630 +15%
FCI
996
Financial Counselors Inc
Kansas
$705K -$968K -6,113 -56%
AFW
997
Avantra Family Wealth
Pennsylvania
$702K +$746K +4,709 New
IIM
998
Intact Investment Management
Quebec, Canada
$700K +$217K +1,370 +41%
SC
999
Scotia Capital
Ontario, Canada
$700K -$134K -848 -15%
AF
1000
Allworth Financial
California
$696K -$6.49K -41 -0.9%