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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
401
Welch & Forbes
Massachusetts
$412K – – –
AAP
402
Arax Advisory Partners
Colorado
$412K +$372K +2,020 +349%
AC
403
AlphaCore Capital
California
$408K +$475K +2,579 New
OIAM
404
OFI Invest Asset Management
France
$404K +$169K +916 +56%
BAAM
405
Baker Avenue Asset Management
California
$403K +$468K +2,544 New
TCA
406
Transcend Capital Advisors
New Jersey
$401K -$36.6K -199 -7%
JIC
407
Johnson Investment Counsel
Ohio
$400K +$145K +787 +45%
HA
408
Harbor Advisors
Florida
$396K – – –
SCA
409
Snowden Capital Advisors
New York
$396K +$125K +680 +37%
BCM
410
Buckhead Capital Management
Georgia
$392K +$63.5K +345 +16%
IA
411
IFP Advisors
Florida
$392K +$197K +1,072 +76%
AUB
412
Atlantic Union Bankshares
Virginia
$390K -$60.5K -329 -12%
S
413
SignatureFD
Georgia
$385K +$264K +1,434 +144%
PCA
414
Pallas Capital Advisors
Massachusetts
$383K -$967K -5,254 -69%
DWT
415
Dorsey & Whitney Trust
South Dakota
$374K +$225K +1,223 +108%
ACM
416
Aster Capital Management
United Arab Emirates
$369K +$62.4K +339 +63%
MFAM
417
Motley Fool Asset Management
Virginia
$367K +$24.7K +134 +6%
N
418
Natixis
France
$366K -$6.4M -34,781 -94%
PP
419
Prudential plc
United Kingdom
$363K – – –
CCFM
420
Clear Creek Financial Management
Washington
$363K +$31.6K +172 +8%
SW
421
SVB Wealth
Massachusetts
$361K +$4.78K +26 +1%
MA
422
MCF Advisors
Kentucky
$360K +$407K +2,213 +3,688%
SAI
423
Savvy Advisors Inc
New York
$358K +$116K +632 +39%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$357K -$8.83K -48 -2%
AAIS
425
ABN AMRO Investment Solutions
$356K -$3.09M -16,775 -88%
15 16
17
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