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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
HC
1026
Hara Capital
Washington
$700K – – –
GJWM
1027
Gilliland Jeter Wealth Management
Arkansas
$700K -$12.6K -77 -2%
Allworth Financial
1028
Allworth Financial
California
$698K -$38K -232 -5%
CWM
1029
Chesapeake Wealth Management
Virginia
$695K – – –
CWMK
1030
Caliber Wealth Management (Kansas)
Kansas
$694K +$660K +4,026 New
VST
1031
Van Strum & Towne
California
$690K +$164K +1,000 +33%
Livforsakringsbolaget Skandia
1032
Livforsakringsbolaget Skandia
Sweden
$690K – – –
Choate Investment Advisors
1033
Choate Investment Advisors
Massachusetts
$686K -$2.46K -15 -0.4%
Meridian Wealth Management
1034
Meridian Wealth Management
Kentucky
$683K +$655 +4 +0.1%
Moneta Group Investment Advisors
1035
Moneta Group Investment Advisors
Missouri
$681K +$47.5K +290 +8%
First Horizon Advisors
1036
First Horizon Advisors
Tennessee
$680K -$25.2K -154 -4%
Prime Capital Investment Advisors
1037
Prime Capital Investment Advisors
Kansas
$678K +$169K +1,031 +36%
BRWA
1038
B. Riley Wealth Advisors
Florida
$677K -$77K -470 -11%
TWA
1039
Tandem Wealth Advisors
Arizona
$676K +$98.8K +603 +18%
AW
1040
Alteri Wealth
California
$676K +$87.7K +535 +16%
ALPS Advisors
1041
ALPS Advisors
Colorado
$675K +$30.5K +186 +5%
AMG National Trust Bank
1042
AMG National Trust Bank
Colorado
$672K -$819 -5 -0.1%
CT
1043
Caldwell Trust
Florida
$672K -$67.8K -414 -10%
IRC
1044
Investors Research Corp
Georgia
$668K -$36.9K -225 -5%
LAM
1045
Lountzis Asset Management
Pennsylvania
$666K – – –
ICP
1046
Interchange Capital Partners
Pennsylvania
$665K +$21.1K +129 +3%
Haverford Trust Company
1047
Haverford Trust Company
Pennsylvania
$663K – – –
Atlantic Union Bankshares
1048
Atlantic Union Bankshares
Virginia
$662K -$19.3K -118 -3%
Brighton Jones LLC
1049
Brighton Jones LLC
Washington
$651K +$53.4K +326 +9%
SAM
1050
Sompo Asset Management
Japan
$647K +$37.7K +230 +7%