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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
1101
Signature Wealth Management Partners
New Jersey
$472K
QP
1102
Quilter Plc
United Kingdom
$472K +$453K +2,939 New
WKWM
1103
Walter & Keenan Wealth Management
Indiana
$471K +$617 +4 +0.1%
FMWA
1104
Forvis Mazars Wealth Advisors
Missouri
$469K -$160K -1,039 -26%
FCH
1105
Freestone Capital Holdings
Washington
$467K +$28.2K +183 +7%
LP
1106
LMR Partners
United Kingdom
$467K +$448K +2,906 New
WCF
1107
West Coast Financial
California
$466K
LA
1108
LVW Advisors
New York
$462K -$56.9K -369 -11%
KWA
1109
Kingswood Wealth Advisors
California
$460K +$28.2K +183 +7%
BB
1110
Busey Bank
Illinois
$458K +$60.6K +393 +16%
AC
1111
Avestar Capital
New York
$458K +$25.1K +163 +6%
SWM
1112
SeaCrest Wealth Management
New York
$456K +$3.08K +20 +0.7%
JFGIW
1113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K +$61.5K +399 +16%
CA
1114
Carson Advisory
Georgia
$456K -$925 -6 -0.2%
Bank Julius Baer & Co
1115
Bank Julius Baer & Co
Switzerland
$455K +$67.8K +440 +23%
CAM
1116
Congress Asset Management
Massachusetts
$451K -$1.14M -7,391 -72%
SAI
1117
Savvy Advisors Inc
New York
$451K +$111K +718 +34%
AWA
1118
Aaron Wealth Advisors
Illinois
$451K +$36.2K +235 +9%
MCWA
1119
Meadow Creek Wealth Advisors
Georgia
$450K
PCIA
1120
Prime Capital Investment Advisors
Kansas
$450K -$21.7K -141 -5%
VA
1121
Valmark Advisers
Ohio
$445K +$1.7K +11 +0.4%
CWA
1122
CM Wealth Advisors
Ohio
$444K +$426K +2,765 New
AA
1123
Axiom Advisory
California
$444K +$13.9K +90 +3%
FCG
1124
Fielder Capital Group
Tennessee
$442K
SIM
1125
Sentry Investment Management
Wisconsin
$442K