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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1001
EP Wealth Advisors
California
$205K -$40.6K -353 -17%
NFG
1002
Next Financial Group
Texas
$205K -$9.78K -85 -5%
BTWM
1003
Baker Tilly Wealth Management
Wisconsin
$204K +$197K +1,715 New
GA
1004
Geller Advisors
New York
$204K +$198K +1,720 New
HCA
1005
Horan Capital Advisors
Ohio
$203K +$197K +1,710 New
KIA
1006
KCM Investment Advisors
California
$202K +$195K +1,698 New
FLII
1007
First Long Island Investors
New York
$202K +$196K +1,700 New
MAG
1008
MRA Advisory Group
New Jersey
$202K +$196K +1,702 New
LPIC
1009
LeJeune Puetz Investment Counsel
Michigan
$201K
MGIA
1010
Moneta Group Investment Advisors
Missouri
$201K +$195K +1,693 New
CFFP
1011
Center for Financial Planning
Michigan
$198K
JCM
1012
Jacobi Capital Management
Pennsylvania
$195K +$166K +1,444 +722%
CLOS
1013
Compagnie Lombard Odier SCmA
Switzerland
$187K
FFC
1014
First Financial Corp
Indiana
$186K
DMBA
1015
Deseret Mutual Benefit Administrators
Utah
$183K +$177K +1,541 New
CG
1016
Cutler Group
California
$160K +$156K +1,352 New
WPA
1017
West Paces Advisors
Georgia
$155K -$11.5K -100 -7%
SWM
1018
Spire Wealth Management
Virginia
$153K -$9.44K -82 -6%
RIM
1019
Rockbridge Investment Management
New York
$153K
SAS
1020
Stelac Advisory Services
New York
$152K +$13K +113 +10%
USGIU
1021
U.S. Global Investors (USGI)
Texas
$150K
CWC
1022
Carolinas Wealth Consulting
North Carolina
$142K -$45.7K -397 -25%
HPC
1023
HM Payson & Co
Maine
$139K +$1.61K +14 +1%
HI
1024
Hudock Inc
Pennsylvania
$138K +$345 +3 +0.3%
GLLW
1025
Graves Light Lenhart Wealth
Virginia
$132K -$17.4K -151 -12%