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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1101
Portfolio Design Labs
California
$555K -$390K -2,267 -43%
WMA
1102
West Michigan Advisors
Michigan
$555K +$307K +1,786 +144%
DAS
1103
Dynamic Advisor Solutions
Arizona
$553K -$2.92K -17 -0.6%
IIC
1104
Integrated Investment Consultants
Michigan
$550K -$52.2K -304 -9%
Capital International Investors
1105
Capital International Investors
California
$549K +$519K +3,023 New
SWA
1106
Stratos Wealth Advisors
Ohio
$549K -$5.16K -30 -1%
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$549K -$52.6K -306 -9%
PCIA
1108
Prime Capital Investment Advisors
Kansas
$548K -$161K -939 -24%
SIA
1109
Soltis Investment Advisors
Utah
$544K +$191K +1,110 +60%
CFP
1110
Catalyst Financial Partners
Massachusetts
$543K +$98.3K +572 +24%
BFW
1111
Brady Family Wealth
Missouri
$541K -$78.4K -456 -13%
FMWA
1112
Forvis Mazars Wealth Advisors
Missouri
$540K +$5.5K +32 +1%
BB
1113
Busey Bank
Illinois
$538K -$8.42K -49 -2%
SAW
1114
Signal Advisors Wealth
Michigan
$536K -$24.2K -141 -5%
MFIM
1115
Mesirow Financial Investment Management
Illinois
$535K +$21.6K +126 +5%
CPIG
1116
Chicago Partners Investment Group
Illinois
$534K +$51.5K +300 +11%
CNBT
1117
Canandaigua National Bank & Trust
New York
$530K -$22K -128 -4%
UWPG
1118
Ullmann Wealth Partners Group
Florida
$526K -$137K -798 -22%
IIC
1119
Ironwood Investment Counsel
Arizona
$525K +$492K +2,862 New
MMCM
1120
Murphy & Mullick Capital Management
New York
$521K
MCWA
1121
Meadow Creek Wealth Advisors
Georgia
$521K -$8.94K -52 -2%
TWM
1122
Thrive Wealth Management
Pennsylvania
$518K -$72.7K -423 -13%
SIG
1123
Stonegate Investment Group
Alabama
$517K -$266K -1,548 -35%
NO
1124
Ninety One
South Africa
$516K -$23K -134 -4%
FCG
1125
Fielder Capital Group
Tennessee
$516K +$859 +5 +0.2%