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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
1151
Signature Wealth Management Partners
New Jersey
$471K -$34.1K -208 -7%
GIM
1152
Groesbeck Investment Management
New Jersey
$470K -$72.1K -440 -14%
Chicago Partners Investment Group
1153
Chicago Partners Investment Group
Illinois
$468K +$45.4K +277 +12%
FMLI
1154
Fukoku Mutual Life Insurance
Japan
$467K – – –
MW
1155
Marcum Wealth
Ohio
$461K -$64.4K -393 -13%
Inspire Investing
1156
Inspire Investing
Idaho
$459K +$65.5K +400 +18%
Advisory Alpha
1157
Advisory Alpha
Michigan
$459K +$22.8K +139 +6%
Calamos Wealth Management
1158
Calamos Wealth Management
Illinois
$457K -$4.1K -25 -0.9%
Massachusetts Financial Services
1159
Massachusetts Financial Services
Massachusetts
$455K +$432K +2,636 New
LCM
1160
Landscape Capital Management
New Jersey
$453K -$282K -1,720 -40%
Welch & Forbes
1161
Welch & Forbes
Massachusetts
$452K -$9.34K -57 -2%
CA
1162
Carson Advisory
Georgia
$449K – – –
CBT
1163
CoreFirst Bank & Trust
Kansas
$445K -$4.1K -25 -1%
PCM
1164
Permanent Capital Management
Illinois
$445K -$109K -665 -21%
BA
1165
Bridgewater Advisors
New York
$444K +$438K +2,672 New
LWM
1166
Lyell Wealth Management
California
$442K – – –
Iconiq Capital
1167
Iconiq Capital
California
$442K +$43.3K +264 +11%
Mather Group
1168
Mather Group
Illinois
$442K +$27K +165 +7%
Valmark Advisers
1169
Valmark Advisers
Ohio
$442K -$37.7K -230 -8%
Wealthspire Advisors (New York)
1170
Wealthspire Advisors (New York)
New York
$438K -$35.9K -219 -8%
A
1171
Argentarii
Ohio
$437K -$228K -1,389 -35%
CCA
1172
Childress Capital Advisors
Texas
$437K +$168K +1,023 +68%
NC
1173
North Capital
Utah
$434K +$413K +2,518 New
NA
1174
Nottingham Advisors
New York
$432K – – –
CWA
1175
Consilium Wealth Advisory
Texas
$432K +$3.44K +21 +0.8%