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Name Holding Trade Value Shares
Change
Change in
Stake
BUB
1001
BBVA USA Bancshares
Texas
$136K +$122K +667 New
CFD
1002
Creative Financial Designs
Indiana
$135K – – –
CFA
1003
Carroll Financial Associates
North Carolina
$133K -$12.1K -66 -9%
WAP
1004
Wealthcare Advisory Partners
Pennsylvania
$133K – – –
FMP
1005
Financial Management Professionals
Texas
$131K – – –
RCM
1006
Riverpark Capital Management
New York
$131K – – –
VCP
1007
Verus Capital Partners
Arizona
$131K +$118K +641 New
HWM
1008
Howard Wealth Management
Connecticut
$129K +$116K +635 New
EP
1009
Eudaimonia Partners
Tennessee
$127K +$113K +619 New
EWM
1010
Endurance Wealth Management
Rhode Island
$125K -$6.78K -37 -6%
O
1011
Ossiam
France
$124K +$111K +606 New
FIA
1012
FNY Investment Advisers
New York
$122K +$110K +600 New
NPP
1013
New Potomac Partners
Maryland
$121K – – –
JWA
1014
JFS Wealth Advisors
Pennsylvania
$120K – – –
FCB
1015
First Command Bank
Texas
$116K – – –
FCFS
1016
First Command Financial Services
Texas
$116K – – –
RMAM
1017
Raab & Moskowitz Asset Management
New Jersey
$115K +$103K +564 New
ST
1018
Smithfield Trust
Pennsylvania
$114K – – –
SCA
1019
Stonebridge Capital Advisors
Minnesota
$113K -$19.6K -107 -16%
ECM
1020
Estabrook Capital Management
New York
$112K – – –
SMFS
1021
Squar Milner Financial Services
California
$112K +$101K +551 New
VCM
1022
Versant Capital Management
Arizona
$111K +$74.8K +408 +294%
FWM
1023
FSA Wealth Management
Massachusetts
$109K +$97.5K +532 New
PI
1024
PineBridge Investments
New York
$108K -$6.46M -35,238 -99%
IBOK
1025
Independence Bank of Kentucky
Kentucky
$107K – – –