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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1151
Demars Financial Group
Washington
$264K +$255K +1,920 New
MG
1152
Mather Group
Illinois
$264K -$2.13K -16 -0.8%
BWM
1153
Baron Wealth Management
Michigan
$263K -$531 -4 -0.2%
CHAM
1154
Clear Harbor Asset Management
Connecticut
$261K -$3.72K -28 -1%
LC
1155
Lindbrook Capital
California
$261K +$6.91K +52 +3%
BFC
1156
Bedel Financial Consulting
Indiana
$260K – – –
SS
1157
Sunbelt Securities
Texas
$259K -$15.9K -120 -6%
MFWP
1158
Mosaic Family Wealth Partners
Missouri
$259K +$250K +1,883 New
WIA
1159
Wetzel Investment Advisors
Indiana
$258K -$1.59K -12 -0.6%
ETIA
1160
Epic Trust Investment Advisors
Washington
$258K +$7.17K +54 +3%
BCFD
1161
Boit C.F. David
$257K – – –
IIM
1162
Ipswich Investment Management
Massachusetts
$255K – – –
SC
1163
Scotia Capital
Ontario, Canada
$255K -$47.3K -356 -16%
WF
1164
Welch & Forbes
Massachusetts
$255K +$25.1K +189 +11%
ICP
1165
Interchange Capital Partners
Pennsylvania
$254K +$4.52K +34 +2%
MCM
1166
Mengis Capital Management
Oregon
$252K +$244K +1,834 New
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$249K +$18.1K +136 +8%
QPBE
1168
Quintet Private Bank (Europe)
Luxembourg
$248K +$154K +1,162 +286%
SWA
1169
SOA Wealth Advisors
New York
$248K – – –
DLA
1170
Douglas Lane & Associates
New York
$248K +$31.6K +238 +15%
SMA
1171
Sage Mountain Advisors
Georgia
$248K -$18.5K -139 -7%
KI
1172
Kapitalo Investimentos
Brazil
$247K +$226K +1,702 +1,755%
1W
1173
1776 Wealth
Georgia
$247K – – –
IG
1174
ING Group
Netherlands
$246K -$39.3M -295,916 -99%
BCA
1175
Bay Colony Advisors
Massachusetts
$246K -$6.24K -47 -3%