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Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1526
PFS Partners
New Jersey
$69K
WTA
1527
Washington Trust Advisors
Massachusetts
$67.8K +$1.8K +11 +3%
SNB
1528
Security National Bank
Nebraska
$67.3K
PPC
1529
Park Place Capital
Alabama
$66.6K -$40.3K -246 -39%
NFSG
1530
Newbridge Financial Services Group
Florida
$65.4K +$164 +1 +0.3%
TC
1531
Truvestments Capital
Florida
$63.7K +$60.5K +369 New
HDIM
1532
Hanson & Doremus Investment Management
Vermont
$63K
PSFG
1533
Park Square Financial Group
Georgia
$61.8K -$53.1K -324 -48%
CFFP
1534
Center for Financial Planning
Michigan
$61.2K -$401K -2,447 -87%
PWMA
1535
Pension & Wealth Management Advisors
Massachusetts
$57.4K -$1.64K -10 -3%
PP
1536
Pacifica Partners
Canada
$57K
MAM
1537
Meeder Asset Management
Ohio
$56.2K +$27.5K +168 +106%
GSWM
1538
Golden State Wealth Management
California
$55.6K -$3.77K -23 -7%
GFPC
1539
Global Financial Private Client
Florida
$55.4K +$2.13K +13 +4%
FFO
1540
Fortitude Family Office
Arizona
$53.3K -$2.13K -13 -4%
TIM
1541
Tortoise Investment Management
New York
$51.1K
C
1542
Covestor
United Kingdom
$49K +$1.15K +7 +3%
OP
1543
ORG Partners
Indiana
$47.7K +$12.8K +78 +39%
GKIM
1544
GW&K Investment Management
Massachusetts
$47K +$4.26K +26 +10%
BTD
1545
BankPlus Trust Department
Mississippi
$46.6K
CFD
1546
Creative Financial Designs
Indiana
$46.1K +$15.1K +92 +53%
Loomis, Sayles & Company
1547
Loomis, Sayles & Company
Massachusetts
$45K -$22.9K -140 -35%
CAIM
1548
Catherine Avery Investment Management
Florida
$44.5K +$42.3K +258 New
RA
1549
Ransom Advisory
Rhode Island
$44.3K
TFM
1550
TFC Financial Management
Massachusetts
$43.2K +$13.9K +85 +52%