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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1126
Sound View Wealth Advisors Group
Georgia
$511K -$8.08K -47 -2%
OCM
1127
One Capital Management
California
$509K +$57.6K +335 +14%
CWA
1128
CM Wealth Advisors
Ohio
$507K
CAM
1129
Congress Asset Management
Massachusetts
$506K -$8.59K -50 -2%
AA
1130
Alta Advisers
United Kingdom
$506K
SYBT
1131
Stock Yards Bank & Trust
Kentucky
$506K -$21.5K -125 -4%
AIM
1132
Advyzon Investment Management
Illinois
$505K -$44K -256 -9%
SWMP
1133
Signature Wealth Management Partners
New Jersey
$501K
BA
1134
Bridgewater Advisors
New York
$500K +$11.5K +67 +3%
PTC
1135
Private Trust Company
Ohio
$498K -$21.1K -123 -4%
BFA
1136
Brown Financial Advisors
Ohio
$495K -$10.3K -60 -2%
MG
1137
Mather Group
Illinois
$489K +$17.5K +102 +4%
CWM
1138
Calamos Wealth Management
Illinois
$487K +$344 +2 +0.1%
BCA
1139
Bay Colony Advisors
Massachusetts
$486K +$62.4K +363 +16%
WAG
1140
Winthrop Advisory Group
Massachusetts
$484K +$454K +2,640 New
CCA
1141
Childress Capital Advisors
Texas
$481K +$15.6K +91 +4%
IC
1142
Iconiq Capital
California
$481K +$9.62K +56 +2%
II
1143
Inspire Investing
Idaho
$480K -$8.08K -47 -2%
AA
1144
Advisory Alpha
Michigan
$480K -$7.22K -42 -2%
CA
1145
Carson Advisory
Georgia
$478K
LAM
1146
L2 Asset Management
Massachusetts
$472K +$25.1K +146 +6%
LWM
1147
Lyell Wealth Management
California
$471K
BRWA
1148
B. Riley Wealth Advisors
Florida
$470K +$440K +2,560 New
QWP
1149
Quotient Wealth Partners
Texas
$469K +$27.7K +161 +7%
CFG
1150
Copley Financial Group
California
$469K -$57.9K -337 -12%