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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1026
Marcum Wealth
Ohio
$283K +$4.93K +43 +2%
RPCONE
1027
Retirement Planning Company of New England
Rhode Island
$282K -$28.6K -250 -9%
GA
1028
Geller Advisors
New York
$281K +$6.19K +54 +2%
CWA
1029
Consilium Wealth Advisory
Texas
$280K – – –
TPWA
1030
TRUE Private Wealth Advisors
Oregon
$279K +$45.7K +399 +19%
ITIM
1031
Indiana Trust & Investment Management
Indiana
$278K – – –
EB
1032
Eastern Bank
Massachusetts
$276K -$51.8K -452 -15%
NA
1033
Nottingham Advisors
New York
$276K – – –
AC
1034
Allstate Corporation
Illinois
$272K – – –
CWM
1035
Centric Wealth Management
Illinois
$272K – – –
GI
1036
GAMCO Investors
Connecticut
$271K -$34.4K -300 -11%
SIG
1037
Sargent Investment Group
Maryland
$271K +$229 +2 +0.1%
ST
1038
Smithfield Trust
Pennsylvania
$270K – – –
PMG
1039
ProVise Management Group
Florida
$270K -$13.5K -118 -5%
Capstone Investment Advisors
1040
Capstone Investment Advisors
New York
$268K +$279K +2,434 New
RCA
1041
Resonant Capital Advisors
Wisconsin
$267K +$31.5K +275 +13%
CFFP
1042
Center for Financial Planning
Michigan
$266K +$1.38K +12 +0.5%
MA
1043
Mutual Advisors
Nebraska
$266K -$6.42K -56 -2%
BEI
1044
Benjamin Edwards Inc
Missouri
$266K +$14.6K +127 +6%
FIM
1045
Freedom Investment Management
Connecticut
$265K -$244K -2,131 -47%
SFB
1046
STAR Financial Bank
Indiana
$263K -$25.8K -225 -9%
CPIG
1047
Chicago Partners Investment Group
Illinois
$261K +$40.8K +356 +17%
YIA
1048
YHB Investment Advisors
Connecticut
$259K – – –
GIA
1049
Gladstone Institutional Advisory
Florida
$259K -$67.3K -587 -20%
SC
1050
Scotia Capital
Ontario, Canada
$257K +$34.5K +301 +15%