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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
426
Spreng Capital Management
Ohio
$429K – – –
QCM
427
Quantinno Capital Management
New York
$422K – – –
VCM
428
Vigilant Capital Management
Maine
$419K – – –
RJFSA
429
Raymond James Financial Services Advisors
Florida
$418K +$64.1K +293 +20%
TI
430
Tidal Investments
Wisconsin
$401K -$12.5K -57 -3%
BPA
431
Beacon Pointe Advisors
California
$400K +$362K +1,653 New
V
432
Veritable
Delaware
$397K -$13.6K -62 -4%
WAM
433
World Asset Management
Michigan
$388K -$24.1K -110 -6%
LCM
434
Liberty Capital Management
Michigan
$388K – – –
OWA
435
One Wealth Advisors
California
$385K +$348K +1,590 New
PA
436
Procyon Advisors
Connecticut
$382K -$113K -516 -25%
BAM
437
Burgundy Asset Management
Ontario, Canada
$379K – – –
BMSSC
438
B. Metzler seel. Sohn & Co
Germany
$372K +$14.7K +67 +5%
KMWM
439
Keudell/Morrison Wealth Management
Oregon
$371K -$104K -475 -24%
RCA
440
Resonant Capital Advisors
Wisconsin
$370K – – –
AC
441
Avestar Capital
New York
$362K +$327K +1,495 New
WA
442
Wealth Alliance
New York
$360K -$47.9K -219 -13%
VI
443
Vestcor Inc
New Brunswick, Canada
$360K -$37.8K -173 -10%
IC
444
IEQ Capital
California
$359K -$1.31K -6 -0.4%
B
445
BP
United Kingdom
$358K – – –
SS
446
Simplicity Solutions
Minnesota
$358K +$81.8K +374 +34%
GC
447
Globeflex Capital
California
$356K +$321K +1,468 New
DJSG
448
D.J. St. Germain
Massachusetts
$352K – – –
ZCA
449
Zeke Capital Advisors
Pennsylvania
$350K +$317K +1,447 New
ECM
450
Everence Capital Management
Indiana
$346K +$313K +1,430 New
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