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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$75K +$75.2K +1,000 New
TC
727
Truvestments Capital
Florida
$74K +$74.2K +987 New
GWM
728
Geneos Wealth Management
Colorado
$73K +$9.17K +122 +14%
WB
729
Webster Bank
Connecticut
$72K – – –
JA
730
JOYN Advisors
Georgia
$72K +$2.1K +28 +3%
JFGIW
731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$4.59K -61 -6%
CFA
732
Carroll Financial Associates
North Carolina
$67K +$26.2K +348 +63%
EFSCE
733
Enterprise Financial Services Corp (EFSC)
Missouri
$66K -$2.33K -31 -3%
PCP
734
Proficio Capital Partners
Massachusetts
$66K -$2.33K -31 -3%
WA
735
WealthTrust-Arizona
Arizona
$66K +$3.23K +43 +5%
AIM
736
Advantage Investment Management
Iowa
$59K +$56.7K +754 +2,432%
MYIA
737
Mount Yale Investment Advisors
Colorado
$57K -$87.1K -1,159 -61%
NC
738
NewSquare Capital
Pennsylvania
$54K – – –
MRCM
739
M&R Capital Management
New Jersey
$52K – – –
FRA
740
Front Row Advisors
California
$50K -$1.35K -18 -3%
TG
741
TLP Group
Illinois
$50K +$50K +665 New
MAM
742
Magellan Asset Management
Australia
$49K – – –
FPS
743
Fieldpoint Private Securities
Connecticut
$48K – – –
AWM
744
Aevitas Wealth Management
Massachusetts
$47K – – –
APP
745
Avantax Planning Partners
Iowa
$46K +$46.2K +614 New
PFBT
746
Parkside Financial Bank & Trust
Missouri
$45K -$42.3K -562 -49%
CLOS
747
Compagnie Lombard Odier SCmA
Switzerland
$43K – – –
TFS
748
TrustCore Financial Services
Tennessee
$43K – – –
AF
749
Advisornet Financial
Minnesota
$41K -$3.38K -45 -8%
GAM
750
Gemmer Asset Management
California
$39K -$6.39K -85 -14%
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30
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