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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1026
Sound View Wealth Advisors Group
Georgia
$363K -$89.3K -788 -22%
Verition Fund Management
1027
Verition Fund Management
Connecticut
$362K -$20.3M -178,959 -98%
KWA
1028
Kingswood Wealth Advisors
California
$361K +$319K +2,810 New
CBT
1029
CoreFirst Bank & Trust
Kansas
$359K -$49.3K -435 -13%
SWM
1030
SeaCrest Wealth Management
New York
$359K -$4.31K -38 -1%
EWA
1031
EverSource Wealth Advisors
Alabama
$358K +$12.7K +112 +4%
CP
1032
Covenant Partners
Tennessee
$356K -$3.97K -35 -1%
PB
1033
Pinnacle Bancorp
Nebraska
$352K +$8.84K +78 +3%
LWM
1034
Lyell Wealth Management
California
$352K +$311K +2,740 New
MW
1035
Marcum Wealth
Ohio
$349K +$15.8K +139 +5%
GBT
1036
Grove Bank & Trust
Florida
$348K – – –
FFA
1037
First Foundation Advisors
California
$348K -$91K -803 -23%
EA
1038
Everpar Advisors
Oklahoma
$345K +$304K +2,685 New
TWA
1039
Tandem Wealth Advisors
Arizona
$341K – – –
FCH
1040
Freestone Capital Holdings
Washington
$341K +$227 +2 +0.1%
VA
1041
Valmark Advisers
Ohio
$341K +$301K +2,654 New
MA
1042
Mutual Advisors
Nebraska
$341K +$26.8K +236 +10%
AF
1043
Allworth Financial
California
$341K -$41K -362 -12%
CIA
1044
Compass Ion Advisors
Pennsylvania
$340K -$109K -958 -27%
IFWM
1045
Institute for Wealth Management
Colorado
$339K -$13.7K -121 -4%
WCM
1046
Weaver Capital Management
Georgia
$338K +$298K +2,628 New
GIA
1047
Gladstone Institutional Advisory
Florida
$330K +$24.4K +215 +9%
CWM
1048
Calamos Wealth Management
Illinois
$330K -$29.4K -259 -9%
LNB
1049
Ledyard National Bank
$328K +$290K +2,557 New
JIC
1050
Johnson Investment Counsel
Ohio
$328K -$30.7K -271 -10%