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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1126
SFMG Wealth Advisors
Texas
$318K -$7.79K -58 -2%
ECG
1127
Edge Capital Group
Georgia
$317K -$3.9K -29 -1%
WWM
1128
Western Wealth Management
Colorado
$317K +$3.23K +24 +1%
CSPAM
1129
Cary Street Partners Asset Management
Virginia
$315K +$309K +2,302 New
CFM
1130
Catalyst Funds Management
Australia
$315K +$304K +2,266 +6,665%
WOC
1131
West Oak Capital
California
$312K
BPFA
1132
Barnes Pettey Financial Advisors
Mississippi
$310K
NCFG
1133
New Century Financial Group
New Jersey
$308K +$84.1K +626 +39%
MSFS
1134
Main Street Financial Solutions
Pennsylvania
$307K +$14.5K +108 +5%
PWMAG
1135
Pinnacle Wealth Management Advisory Group
New Jersey
$306K +$1.75K +13 +0.6%
WCWM
1136
Willow Creek Wealth Management
California
$306K +$2.02K +15 +0.7%
LCM
1137
Laurion Capital Management
New York
$305K +$299K +2,229 New
CFP
1138
Catalyst Financial Partners
Massachusetts
$304K +$9.81K +73 +3%
MG
1139
Mather Group
Illinois
$303K +$20.7K +154 +8%
IIC
1140
Integrated Investment Consultants
Michigan
$302K
ETIA
1141
Epic Trust Investment Advisors
Washington
$301K +$43.1K +321 +17%
SA
1142
SpiderRock Advisors
Delaware
$300K -$932K -6,936 -76%
IFG
1143
Independent Financial Group
California
$300K -$69.6K -518 -19%
DIA
1144
Dana Investment Advisors
Wisconsin
$299K -$11.6K -86 -4%
ECM
1145
Elgethun Capital Management
South Dakota
$299K
LAM
1146
L2 Asset Management
Massachusetts
$298K +$27.7K +206 +10%
EFA
1147
Evernest Financial Advisors
Indiana
$297K
Bank Julius Baer & Co
1148
Bank Julius Baer & Co
Switzerland
$297K -$73.8K -549 -22%
SEA
1149
Stegent Equity Advisors
Texas
$292K -$6.05K -45 -2%
VC
1150
Veracity Capital
Georgia
$292K -$18.3K -136 -6%