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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1051
Annex Advisory Services
Wisconsin
$30M +$5.67M +47,143 +26%
PP
1052
Professional Planning
California
$30M +$1.36M +11,307 +5%
PTC
1053
Private Trust Company
Ohio
$30M +$855K +7,109 +3%
Simplex Trading
1054
Simplex Trading
Illinois
$29.9M +$25.3M +210,236 +1,364%
CCM
1055
CAAS Capital Management
New York
$29.9M +$27.1M +225,613 New
TC
1056
TownSquare Capital
Utah
$29.9M +$5.81M +48,275 +27%
RCM
1057
RNC Capital Management
California
$29.9M -$1.26M -10,482 -4%
EVM
1058
Evelyn V. Moreno
$29.9M -$1.1M -9,159 -4%
TFS
1059
TrustCore Financial Services
Tennessee
$29.9M +$493K +4,100 +2%
FMWA
1060
Forvis Mazars Wealth Advisors
Missouri
$29.9M +$4M +33,229 +17%
C
1061
Certuity
Florida
$29.6M -$379K -3,154 -1%
CG
1062
Caprock Group
Idaho
$29.6M +$784K +6,520 +3%
FAT
1063
First American Trust
California
$29.5M -$2.76M -22,978 -9%
NIM
1064
Nicollet Investment Management
Minnesota
$29.5M -$155K -1,286 -0.6%
FHA
1065
Flagship Harbor Advisors
Massachusetts
$29.5M +$17.6K +146 +0.1%
OCM
1066
Oribel Capital Management
New York
$29.5M +$4.35M +36,200 +19%
WIM
1067
Wittenberg Investment Management
Massachusetts
$29.4M -$39.7K -330 -0.1%
TYCC
1068
Texas Yale Capital Corp
Florida
$29.4M -$80.6K -670 -0.3%
OIA
1069
Optimum Investment Advisors
Illinois
$29.4M -$587K -4,878 -2%
CA
1070
Cornerstone Advisory
Maryland
$29.4M +$2.47M +20,557 +10%
1SB
1071
1ST Source Bank
Indiana
$29.3M -$3.18M -26,422 -11%
DHFB
1072
Dixon Hubard Feinour & Brown
Virginia
$29.3M
JAWM
1073
J. Arnold Wealth Management
Ohio
$29.2M +$4.01M +33,332 +18%
NSLI
1074
Nan Shan Life Insurance
Taiwan
$29.1M +$2.37M +19,673 +10%
MHS
1075
M Holdings Securities
Oregon
$29.1M +$370K +3,078 +1%