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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1151
HM Payson & Co
Maine
$84.7K – – –
SIS
1152
Sound Income Strategies
Florida
$78.9K – – –
CHC
1153
City Holding Co
West Virginia
$78.1K – – –
BFEC
1154
Benjamin F. Edwards & Company
Missouri
$78K -$27.4K -239 -25%
GA
1155
GoalVest Advisory
New York
$76.7K +$19.7K +172 +33%
LS
1156
Livforsakringsbolaget Skandia
Sweden
$76K +$2.41K +21 +3%
FRA
1157
Front Row Advisors
California
$75.6K -$1.15K -10 -1%
POIA
1158
Pin Oak Investment Advisors
Texas
$75K -$43.9K -383 -36%
WOSD
1159
WFA of San Diego
California
$74.9K – – –
ANBT
1160
American National Bank & Trust
Texas
$74.8K – – –
RA
1161
Rise Advisors
New York
$74.6K +$77.7K +678 New
ACA
1162
Atlas Capital Advisors
Wyoming
$74.3K – – –
LB
1163
Legacy Bridge
Iowa
$73.7K – – –
BHWM
1164
Beaird Harris Wealth Management
Texas
$71.5K – – –
BAM
1165
Bellevue Asset Management
Washington
$71.5K – – –
TWM
1166
Tradition Wealth Management
Minnesota
$71K +$5.5K +48 +8%
DIP
1167
DT Investment Partners
Pennsylvania
$68.8K – – –
QPBE
1168
Quintet Private Bank (Europe)
Luxembourg
$68.7K +$71.6K +625 New
OP
1169
ORG Partners
Indiana
$65.9K -$38K -332 -36%
CSWM
1170
Cassady Schiller Wealth Management
Ohio
$62.6K +$19.4K +169 +42%
CA
1171
Centerpoint Advisors
Massachusetts
$62K – – –
SFG
1172
Steward Financial Group
Texas
$61K +$573 +5 +0.9%
CWM
1173
Compass Wealth Management
Connecticut
$60.8K – – –
HI
1174
Harbour Investments
Wisconsin
$60.5K +$6.19K +54 +11%
LWA
1175
Lowe Wealth Advisors
Maryland
$60.5K -$43K -375 -41%