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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1201
Thompson Davis & Co
Virginia
$98K -$79.3K -1,096 -45%
FCB
1202
First Command Bank
Texas
$97K – – –
FCFS
1203
First Command Financial Services
Texas
$97K – – –
AA
1204
AlphaMark Advisors
Kentucky
$94K – – –
EA
1205
Edge Advisors
Georgia
$93K +$40.9K +565 +80%
WAS
1206
Winch Advisory Services
Wisconsin
$92K – – –
PWM
1207
Perigon Wealth Management
California
$88K -$995K -13,758 -92%
CHC
1208
City Holding Co
West Virginia
$86K – – –
JFA
1209
JNBA Financial Advisors
Minnesota
$86K – – –
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$86K +$36.1K +499 +74%
HFP
1211
Holistic Financial Partners
Indiana
$85K +$83.9K +1,160 New
PMFA
1212
Plante Moran Financial Advisors
Michigan
$83K +$36.9K +510 +82%
RFS
1213
Rockefeller Financial Services
New York
$81K – – –
KA
1214
Kaizen Advisory
Illinois
$80K +$78.3K +1,083 New
NC
1215
NewSquare Capital
Pennsylvania
$79K +$70.3K +972 +1,023%
AC
1216
Avestar Capital
New York
$78K +$91.8K +1,269 New
LWM
1217
Lenox Wealth Management
Ohio
$77K -$23.2K -321 -23%
CPA
1218
Cowen Prime Advisors
New York
$76K – – –
BDS
1219
Banco de Sabadell
Florida
$75K +$73.8K +1,020 New
PCC
1220
Park Circle Company
Maryland
$74K – – –
OIA
1221
OneDigital Investment Advisors
Kansas
$73K – – –
RFM
1222
Royal Fund Management
Florida
$73K – – –
PHK
1223
Point72 Hong Kong
Hong Kong
$70K -$350K -4,843 -84%
SPI
1224
Santori & Peters Inc
Pennsylvania
$69K +$66.9K +925 New
GRP
1225
Global Retirement Partners
California
$66K +$4.92K +68 +8%
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