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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1026
Advisor OS
Illinois
$203K +$196K +5,240 New
BB
1027
Busey Bank
Illinois
$202K +$195K +5,202 New
IWN
1028
Independent Wealth Network
Iowa
$201K +$195K +5,194 New
LBC
1029
Lowe Brockenbrough & Co
Virginia
$201K -$15K -400 -7%
SIM
1030
Stratos Investment Management
Ohio
$201K +$194K +5,176 New
EPIMS
1031
Evelyn Partners Investment Management Services
$196K +$32.5K +866 +9%
EI
1032
eCIO Inc
Wisconsin
$188K +$182K +4,854 New
DMBA
1033
Deseret Mutual Benefit Administrators
Utah
$180K – – –
SIS
1034
Sound Income Strategies
Florida
$176K -$3.15K -84 -2%
SAM
1035
S.A. Mason
Michigan
$173K -$1.12K -30 -0.7%
TIM
1036
Thompson Investment Management
Wisconsin
$171K – – –
CAM
1037
Chesapeake Asset Management
New York
$168K +$14.2K +378 +10%
HWM
1038
HighMark Wealth Management
Minnesota
$161K – – –
GWM
1039
Geneos Wealth Management
Colorado
$160K +$1.95K +52 +1%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$158K +$30.7K +820 +25%
TF
1041
Tompkins Financial
New York
$155K – – –
OCM
1042
Osterweis Capital Management
California
$154K +$375 +10 +0.3%
FNWA
1043
Financial Network Wealth Advisors
Utah
$154K +$24.1K +644 +19%
WSCM
1044
Wellington Shields Capital Management
New York
$149K – – –
WSC
1045
Wellington Shields & Co
New York
$147K +$15K +400 +12%
SWM
1046
Spire Wealth Management
Virginia
$143K -$14.8K -396 -10%
RMC
1047
Resources Management Corp
Connecticut
$140K – – –
Optiver Holding
1048
Optiver Holding
Netherlands
$139K +$135K +3,596 New
Walleye Capital
1049
Walleye Capital
New York
$139K -$348K -9,282 -72%
NS
1050
NBC Securities
Alabama
$135K +$131K +3,488 +174,400%