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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1226
Willow Creek Wealth Management
California
$331K
LAM
1227
L2 Asset Management
Massachusetts
$329K -$6.49K -41 -2%
CCWM
1228
Cassaday & Co Wealth Management
Virginia
$329K +$146K +924 +72%
BWP
1229
BSW Wealth Partners
Colorado
$327K +$43.7K +276 +14%
MYIA
1230
Mount Yale Investment Advisors
Colorado
$327K -$25.2K -159 -7%
VC
1231
Veracity Capital
Georgia
$326K -$3.17K -20 -0.9%
ECM
1232
Elgethun Capital Management
South Dakota
$325K
IIM
1233
Ipswich Investment Management
Massachusetts
$325K +$12.8K +81 +4%
CFP
1234
Catalyst Financial Partners
Massachusetts
$325K +$6.81K +43 +2%
BPFA
1235
Barnes Pettey Financial Advisors
Mississippi
$322K
RF
1236
Rossby Financial
Florida
$319K +$339K +2,138 New
RAM
1237
Roanoke Asset Management
New Jersey
$315K
GFP
1238
Gryphon Financial Partners
Ohio
$314K -$169K -1,067 -34%
CFS
1239
Commonwealth Financial Services
West Virginia
$313K +$30.3K +191 +10%
QWP
1240
Quotient Wealth Partners
Texas
$312K -$6.65K -42 -2%
PWMAG
1241
Pinnacle Wealth Management Advisory Group
New Jersey
$312K -$2.69K -17 -0.8%
OPCM
1242
Osborne Partners Capital Management
California
$311K +$9.19K +58 +3%
NLP
1243
Next Level Private
New York
$310K +$330K +2,082 New
OF
1244
Optimize Financial
California
$310K +$330K +2,082 New
Bank Julius Baer & Co
1245
Bank Julius Baer & Co
Switzerland
$310K -$80K -505 -21%
WS
1246
Wedbush Securities
California
$308K -$36.1K -228 -10%
EFA
1247
Evernest Financial Advisors
Indiana
$308K -$16.6K -105 -5%
FPAS
1248
Focus Partners Advisor Solutions
Missouri
$307K +$75.2K +475 +30%
GM
1249
GeoWealth Management
Illinois
$307K -$64.2K -405 -16%
GA
1250
Geller Advisors
New York
$305K -$98.5K -622 -23%