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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
WCF
1151
West Coast Financial
California
$432K
PCIA
1152
Prime Capital Investment Advisors
Kansas
$432K +$15K +95 +3%
GEM
1153
Global Endowment Management
North Carolina
$429K -$27.2K -172 -6%
IFWM
1154
Institute for Wealth Management
Colorado
$424K +$31.7K +200 +8%
WKWM
1155
Walter & Keenan Wealth Management
Indiana
$423K -$15K -95 -3%
SYBT
1156
Stock Yards Bank & Trust
Kentucky
$423K -$450K -2,843 -50%
MMCM
1157
Murphy & Mullick Capital Management
New York
$420K +$447K +2,820 New
MCWA
1158
Meadow Creek Wealth Advisors
Georgia
$419K +$1.58K +10 +0.4%
CAM
1159
Congress Asset Management
Massachusetts
$419K +$158 +1 +0%
BPA
1160
Beacon Pointe Advisors
California
$419K -$55.4K -350 -11%
CFFP
1161
Center for Financial Planning
Michigan
$417K +$49.7K +314 +13%
VA
1162
Valmark Advisers
Ohio
$416K +$3.96K +25 +0.9%
Cohen & Steers
1163
Cohen & Steers
New York
$415K -$117K -738 -21%
MCM
1164
Manchester Capital Management
Vermont
$414K +$60.8K +384 +16%
AWA
1165
Aaron Wealth Advisors
Illinois
$413K -$5.86K -37 -1%
GBT
1166
Grove Bank & Trust
Florida
$412K -$439K -2,774 -50%
CWA
1167
CM Wealth Advisors
Ohio
$412K
FCH
1168
Freestone Capital Holdings
Washington
$412K -$23.3K -147 -5%
WANY
1169
Wealthspire Advisors (New York)
New York
$411K +$49.3K +311 +13%
FCG
1170
Fielder Capital Group
Tennessee
$409K -$950 -6 -0.2%
FMLI
1171
Fukoku Mutual Life Insurance
Japan
$403K
WPWM
1172
Western Pacific Wealth Management
Illinois
$403K +$150K +945 +54%
PTC
1173
Private Trust Company
Ohio
$403K +$12.2K +77 +3%
SVWAG
1174
Sound View Wealth Advisors Group
Georgia
$400K -$7.13K -45 -2%
WF
1175
Welch & Forbes
Massachusetts
$399K +$8.71K +55 +2%