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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
1226
Oak Harbor Wealth Partners
North Carolina
$367K -$62.5K -364 -15%
GEA
1227
Glen Eagle Advisors
New Jersey
$366K +$17.2K +100 +5%
LW
1228
Linscomb Wealth
Texas
$366K
I
1229
InceptionR
California
$366K -$379K -2,208 -53%
LSIA
1230
LaSalle St. Investment Advisors
Illinois
$365K -$3.27K -19 -0.9%
CPWA
1231
Cerro Pacific Wealth Advisors
California
$365K +$97.9K +570 +40%
FCB
1232
First County Bank
Connecticut
$365K -$74.1K -431 -18%
SWM
1233
Selective Wealth Management
Virginia
$364K
Bank Julius Baer & Co
1234
Bank Julius Baer & Co
Switzerland
$364K +$687 +4 +0.2%
VC
1235
Veracity Capital
Georgia
$364K -$36.1K -210 -10%
MIH
1236
Meitav Investment House
Israel
$364K +$5.16K +30 +2%
BWM
1237
Baron Wealth Management
Michigan
$362K +$13.7K +80 +4%
MAG
1238
M3 Advisory Group
Massachusetts
$361K -$6.19K -36 -2%
SI
1239
Seeds Investor
New York
$361K -$49.3K -287 -13%
EPIMS
1240
Evelyn Partners Investment Management Services
$361K +$21.6K +126 +7%
BA
1241
Bristlecone Advisors
Washington
$358K -$700K -4,072 -68%
CIA
1242
Capital Investment Advisors
Georgia
$358K +$30.6K +178 +10%
RF
1243
Rossby Financial
Florida
$358K -$14.8K -86 -4%
TPI
1244
Trust Point Inc
Wisconsin
$357K -$9.28K -54 -3%
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$357K +$59.1K +344 +21%
BTI
1246
Blue Trust Inc
Georgia
$355K -$140K -814 -30%
GS
1247
GTS Securities
Florida
$355K -$183K -1,064 -35%
WOC
1248
West Oak Capital
California
$351K -$64.8K -377 -15%
FAFN
1249
First Affirmative Financial Network
Colorado
$351K +$13.1K +76 +4%
SCM
1250
Sterling Capital Management
North Carolina
$350K +$33.3K +194 +11%