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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
651
Glassman Wealth Services
Virginia
$23K +$1.66K +30 +8%
PCM
652
Penserra Capital Management
California
$23K +$3.6K +65 +18%
TFO
653
Tarbox Family Office
California
$21K – – –
BL
654
Balentine LLC
Georgia
$20K -$720 -13 -4%
SSB
655
Sandy Spring Bank
Maryland
$19K +$3.05K +55 +19%
ZB
656
Zions Bancorporation
Utah
$18K -$3.77K -68 -18%
NSB
657
Norway Savings Bank
Maine
$18K +$18K +325 New
IWA
658
IBEX Wealth Advisors
New Jersey
$17K +$16.6K +300 New
EA
659
Edge Advisors
Georgia
$17K +$17.2K +310 New
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$16.3K +295 New
M
661
MOTCO
Texas
$16K -$6.65K -120 -30%
EF
662
Empirical Finance
Pennsylvania
$15K +$14.1K +255 New
CS
663
Credential Securities
$14.6K +$1.55K +28 +12%
DBT
664
Dubuque Bank & Trust
Iowa
$14K – – –
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$1.11K +20 +9%
YWP
666
YorkBridge Wealth Partners
New York
$14K +$13.8K +250 New
WIM
667
Westside Investment Management
California
$13.1K +$12.7K +230 New
HNB
668
Huntington National Bank
Ohio
$13K -$1.39K -25 -10%
HI
669
Hudock Inc
Pennsylvania
$13K +$55 +1 +0.4%
BWM
670
Baystate Wealth Management
Massachusetts
$13K +$12.8K +231 New
KLI
671
Kelman-Lazarov Inc
Tennessee
$12.7K – – –
SGAM
672
Smith Group Asset Management
Texas
$11K -$34.5M -623,760 -100%
CHP
673
Cable Hill Partners
Oregon
$11K – – –
IP
674
Isthmus Partners
Wisconsin
$11K – – –
TWA
675
TCI Wealth Advisors
Arizona
$11K – – –
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