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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1251
Jones Financial Companies
Missouri
– -$58K -517 Closed
VFA
1252
Valeo Financial Advisors
Indiana
– -$57K -511 Closed
EP
1253
Eudaimonia Partners
Tennessee
– -$43K -388 Closed
WCM
1254
Wealthcare Capital Management
Virginia
– -$39K -346 Closed
SLF
1255
Sun Life Financial
Ontario, Canada
– -$37K -334 Closed
WAP
1256
Wealthcare Advisory Partners
Pennsylvania
– -$32K -288 Closed
NIC
1257
Northwest Investment Counselors
Oregon
– -$29K -263 Closed
CL
1258
COWA LLC
Oklahoma
– -$30K -258 Closed
RCG
1259
Rock Creek Group
District of Columbia
– -$28K -250 Closed
APP
1260
Alpha Paradigm Partners
Illinois
– -$26K -233 Closed
MWM
1261
Mascoma Wealth Management
New Hampshire
– -$24K -218 Closed
FAM
1262
Fred Alger Management
New York
– -$23K -208 Closed
GAM
1263
Grandview Asset Management
Pennsylvania
– -$22K -201 Closed
PCIA
1264
Prime Capital Investment Advisors
Kansas
– -$18K -165 Closed
MWP
1265
Meridian Wealth Partners
Pennsylvania
– -$16K -146 Closed
ADIM
1266
Alpha DNA Investment Management
Maryland
– -$6K -60 Closed
MLFP
1267
MPS Loria Financial Planners
Illinois
– -$5K -53 Closed
HDIM
1268
Hanson & Doremus Investment Management
Vermont
– -$6K -50 Closed
JPLA
1269
Joseph P. Lucia & Associates
New York
– -$2K -17 Closed
ME
1270
McIlrath & Eck
Washington
– -$1K -10 Closed
APC
1271
Aspire Private Capital
North Carolina
– -$1K -9 Closed
SQA
1272
Simon Quick Advisors
New Jersey
– +$806 +7 New