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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1176
Valmark Advisers
Ohio
$402K +$2.82K +18 +0.7%
CNBOF
1177
City National Bank of Florida
Florida
$401K +$37.4K +239 +11%
Fisher Asset Management
1178
Fisher Asset Management
Washington
$401K -$34.1K -218 -8%
BFC
1179
Bedel Financial Consulting
Indiana
$400K
AO
1180
Advisor OS
Illinois
$400K +$32.7K +209 +9%
ACM
1181
Advisors Capital Management
New Jersey
$400K +$33K +211 +9%
HP
1182
Havemeyer Place
Connecticut
$398K +$385K +2,458 New
OCM
1183
One Capital Management
California
$398K -$21.9K -140 -5%
GPWM
1184
Grant Private Wealth Management
California
$397K
RPCONE
1185
Retirement Planning Company of New England
Rhode Island
$396K +$626 +4 +0.2%
BCG
1186
Breakwater Capital Group
New Jersey
$396K -$1.72K -11 -0.4%
WA
1187
Wealth Alliance
New York
$393K +$12.7K +81 +3%
GM
1188
GeoWealth Management
Illinois
$393K +$23.2K +148 +7%
AA
1189
Ancora Advisors
Ohio
$391K +$31.6K +202 +9%
PIA
1190
Perennial Investment Advisors
California
$391K -$179K -1,143 -32%
BB
1191
Burford Brothers
Texas
$390K -$157 -1 -0%
TCM
1192
Traynor Capital Management
Pennsylvania
$390K -$2.35K -15 -0.6%
WWM
1193
Western Wealth Management
Colorado
$387K -$11.9K -76 -3%
Los Angeles Capital Management
1194
Los Angeles Capital Management
California
$386K -$1.19M -7,619 -75%
EPIMS
1195
Evelyn Partners Investment Management Services
$385K -$26K -166 -7%
SFS
1196
Security Financial Services
Indiana
$383K +$5.48K +35 +2%
NG
1197
Norden Group
Utah
$380K +$170K +1,086 +86%
WAP
1198
Wealthcare Advisory Partners
Pennsylvania
$380K +$50.4K +322 +16%
NP
1199
NorthRock Partners
Minnesota
$379K -$1.14M -7,285 -76%
CPWA
1200
Cerro Pacific Wealth Advisors
California
$377K +$40.1K +256 +12%