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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
526
Integrated Wealth Concepts
Massachusetts
$646K -$12.9K -100 -2%
SWS
527
SYSTM Wealth Solutions
Illinois
$642K -$174K -1,354 -23%
OWA
528
Outlook Wealth Advisors
Texas
$640K -$133K -1,036 -19%
AC
529
Avestar Capital
New York
$629K -$13.9K -108 -2%
QCG
530
Quadrant Capital Group
Ohio
$628K -$49.9K -388 -8%
CA
531
Cetera Advisors
Colorado
$628K +$5.02K +39 +0.9%
DPIM
532
Duff & Phelps Investment Management
Illinois
$628K +$335K +2,602 +139%
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$620K -$20.6K -160 -3%
BCM
534
Bayesian Capital Management
New York
$618K -$540K -4,200 -49%
BIM
535
Bridges Investment Management
Nebraska
$618K – – –
NIM
536
NEOS Investment Management
Connecticut
$617K +$180K +1,397 +47%
QWM
537
Quadcap Wealth Management
Texas
$608K +$557K +4,327 New
WWP
538
WR Wealth Planners
Missouri
$604K +$72.4K +563 +15%
KPWS
539
Kestra Private Wealth Services
Texas
$598K -$288K -2,241 -35%
WTC
540
WhitTier Trust Company
Nevada
$595K -$257 -2 -0%
RWM
541
Ritholtz Wealth Management
New York
$585K +$535K +4,162 New
OC
542
Oppenheimer & Co
New York
$573K -$9.26K -72 -2%
NSIM
543
North Star Investment Management
Illinois
$568K – – –
GCM
544
Graham Capital Management
Connecticut
$565K -$200K -1,552 -28%
PCM
545
Prelude Capital Management
New York
$559K -$287K -2,232 -36%
OR
546
Olympiad Research
Connecticut
$559K +$100K +778 +24%
CG
547
Clifford Group
Massachusetts
$551K +$5.14K +40 +1%
MW
548
Marcum Wealth
Ohio
$547K +$26.2K +204 +6%
PA
549
Parallel Advisors
California
$546K -$61.6K -479 -11%
WMA
550
West Michigan Advisors
Michigan
$536K -$5.02K -39 -1%
20 21
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