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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1401
Quadrant Private Wealth Management
Pennsylvania
$232K -$7.21K -44 -3%
TB
1402
Terril Brothers
Missouri
$230K +$219K +1,336 New
USB
1403
Union Savings Bank
Connecticut
$230K -$21.1K -129 -9%
PCS
1404
Personal CFO Solutions
New Jersey
$230K +$219K +1,336 New
BI
1405
BFI Infinity
Switzerland
$230K +$218K +1,333 New
BWA
1406
Bestgate Wealth Advisors
Maryland
$229K +$218K +1,329 New
GEM
1407
Global Endowment Management
North Carolina
$229K -$254K -1,552 -54%
GS
1408
GWN Securities
Florida
$229K +$217K +1,327 New
MFG
1409
Magnus Financial Group
New York
$228K +$216K +1,320 New
C
1410
Certuity
Florida
$227K -$30.3K -185 -12%
MFWP
1411
Mosaic Family Wealth Partners
Missouri
$227K -$10.8K -66 -5%
EL
1412
EWA LLC
Pennsylvania
$226K +$215K +1,313 New
GM
1413
GeoWealth Management
Illinois
$226K -$123K -748 -36%
PFWA
1414
Paces Ferry Wealth Advisors
Georgia
$226K +$214K +1,308 New
AAP
1415
Arax Advisory Partners
Colorado
$225K +$46.4K +283 +28%
YWM
1416
Yoder Wealth Management
California
$223K -$38.5K -235 -15%
CCMG
1417
Clark Capital Management Group
Pennsylvania
$222K -$3.04M -18,530 -93%
RZH
1418
Relyea Zuckerberg Hanson
Connecticut
$221K +$210K +1,281 New
TNA
1419
True North Advisors
Texas
$221K +$210K +1,281 New
TP
1420
Tranquility Partners
Tennessee
$221K +$210K +1,279 New
TCBWMS
1421
Texas Capital Bank Wealth Management Services
Texas
$219K +$208K +1,268 New
NP
1422
Nilsine Partners
Colorado
$219K +$208K +1,268 New
BCM
1423
BluePointe Capital Management
California
$217K +$206K +1,259 New
HIA
1424
Harbor Investment Advisory
Maryland
$217K +$140K +856 +213%
WRPWM
1425
Werba Rubin Papier Wealth Management
California
$217K +$206K +1,257 New