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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1201
Quotient Wealth Partners
Texas
$343K +$30.7K +199 +10%
MC
1202
Middleton & Co
Massachusetts
$342K
SPA
1203
Sherbrooke Park Advisers
New York
$341K +$327K +2,120 New
RAM
1204
Roanoke Asset Management
New Jersey
$340K +$326K +2,115 New
LIP
1205
Lighthouse Investment Partners
Florida
$339K -$249K -1,617 -43%
PWMAG
1206
Pinnacle Wealth Management Advisory Group
New Jersey
$339K -$19.6K -127 -6%
IIM
1207
Ipswich Investment Management
Massachusetts
$338K +$2.16K +14 +0.7%
WB
1208
WesBanco Bank
West Virginia
$337K -$75.4K -489 -19%
WAP
1209
Wealthcare Advisory Partners
Pennsylvania
$334K +$34.7K +225 +12%
IWM
1210
IHT Wealth Management
Illinois
$332K +$38.5K +250 +14%
MAG
1211
M3 Advisory Group
Massachusetts
$327K -$8.48K -55 -3%
CAG
1212
Csenge Advisory Group
Florida
$327K +$310K +2,013 New
RIL
1213
Rothschild Investment LLC
Illinois
$326K +$12.8K +83 +4%
OPCM
1214
Osborne Partners Capital Management
California
$326K
SWM
1215
Selective Wealth Management
Virginia
$324K
Jones Financial Companies
1216
Jones Financial Companies
Missouri
$324K +$194K +1,261 +162%
BCFD
1217
Boit C.F. David
$322K
BAM
1218
Bosun Asset Management
Illinois
$321K
CTB
1219
Country Trust Bank
Illinois
$321K
BCM
1220
BlueMar Capital Management
Florida
$321K +$308K +2,000 New
LW
1221
Linscomb Wealth
Texas
$321K -$88.7K -575 -22%
DFG
1222
Demars Financial Group
Washington
$316K +$7.71K +50 +3%
EFS
1223
Essex Financial Services
Connecticut
$316K +$294K +1,904 New
OCM
1224
One Capital Management
California
$314K -$59.1K -383 -16%
LFA
1225
Legacy Financial Advisors
Kentucky
$313K +$5.09K +33 +2%