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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$911K +$97.9K +602 +13%
SPIA
502
Steward Partners Investment Advisory
New York
$909K -$13K -80 -2%
IA
503
IFP Advisors
Florida
$898K +$633K +3,895 +325%
ECG
504
Edge Capital Group
Georgia
$897K +$12.4K +76 +2%
ACS
505
Archford Capital Strategies
Illinois
$893K +$1.14K +7 +0.1%
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$880K +$535K +3,294 +193%
TA
507
Trivest Advisors
Hong Kong
$880K -$37.4M -230,000 -98%
QFA
508
Quattro Financial Advisors
Texas
$880K – – –
CAC
509
Cowen and Company
New York
$880K +$813K +5,000 New
VIM
510
Vinva Investment Management
Australia
$878K -$381K -2,346 -32%
TM
511
Triatomic Management
California
$866K +$800K +4,920 New
KWMG
512
King Wealth Management Group
Florida
$865K +$799K +4,916 New
CB
513
Commerce Bank
Missouri
$859K -$108K -662 -12%
PAM
514
Panagora Asset Management
Massachusetts
$854K -$11.8M -72,849 -94%
TSS
515
Two Sigma Securities
New York
$836K -$6.33M -38,948 -89%
VLC
516
Van Leeuwen & Company
New Jersey
$835K +$767K +4,719 New
AWM
517
Apollon Wealth Management
South Carolina
$834K +$149K +914 +24%
BCV
518
Banque Cantonale Vaudoise
Switzerland
$826K -$92.8K -571 -11%
PCIG
519
Partners Capital Investment Group
Massachusetts
$806K +$735K +4,521 +7,795%
AR
520
Advisory Research
Illinois
$801K +$740K +4,552 New
FIA
521
Foundations Investment Advisors
Arizona
$780K +$43.4K +267 +6%
GSC
522
Grey Street Capital
Illinois
$764K +$61.1K +376 +9%
SRAM
523
Spouting Rock Asset Management
Pennsylvania
$757K +$699K +4,301 New
OHWP
524
Oak Harbor Wealth Partners
North Carolina
$747K – – –
CRCM
525
Crystal Rock Capital Management
Illinois
$739K +$179K +1,100 +35%
19 20
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