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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
1126
Great Diamond Partners
Maine
$362K -$27.9K -186 -6%
XSC
1127
X-Square Capital
Puerto Rico
$361K +$23.1K +154 +6%
SIA
1128
Soltis Investment Advisors
Utah
$358K -$27.9K -186 -6%
PP
1129
PDS Planning
Ohio
$358K -$108K -717 -20%
CDWM
1130
Campbell Deegan Wealth Management
Virginia
$358K -$2.85K -19 -0.6%
FPWM
1131
FSB Premier Wealth Management
Iowa
$356K +$434K +2,895 New
AWA
1132
Aaron Wealth Advisors
Illinois
$356K -$77.9K -519 -15%
FIB
1133
First Interstate Bank
Montana
$355K +$78.5K +523 +22%
NA
1134
Nottingham Advisors
New York
$355K – – –
WMA
1135
West Michigan Advisors
Michigan
$354K +$30.3K +202 +8%
WKWM
1136
Walter & Keenan Wealth Management
Indiana
$354K -$24K -160 -5%
MWA
1137
Midland Wealth Advisors
Illinois
$353K -$36.2K -241 -8%
MFWP
1138
Mosaic Family Wealth Partners
Missouri
$352K +$211K +1,408 +97%
OCM
1139
One Capital Management
California
$352K – – –
JSSH
1140
J. Safra Sarasin Holding
$351K – – –
PHS
1141
Pekin Hardy Strauss
Illinois
$347K +$127K +844 +43%
SC
1142
Scotia Capital
Ontario, Canada
$347K -$30.9K -206 -7%
AIM
1143
Axiom Investment Management
New York
$345K +$9.15K +61 +2%
GFP
1144
Gryphon Financial Partners
Ohio
$345K +$69.3K +462 +20%
CRC
1145
Curi RMB Capital
Illinois
$344K -$1.06M -7,064 -72%
GIA
1146
Guyasuta Investment Advisors
Pennsylvania
$343K -$62.1K -414 -13%
CWA
1147
CM Wealth Advisors
Ohio
$340K -$95.6K -637 -19%
CIAM
1148
Caitong International Asset Management
Hong Kong
$339K +$72.9K +486 +21%
HIP
1149
HUB Investment Partners
Texas
$339K +$24.6K +164 +6%
CWM
1150
Calamos Wealth Management
Illinois
$339K -$750 -5 -0.2%