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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
451
Creative Financial Designs
Indiana
$4K +$3.93K +34 New
NG
452
NWK Group
California
$4K +$3.93K +34 New
ECM
453
Estabrook Capital Management
New York
$3.15K – – –
AF
454
Allworth Financial
California
$3K – – –
ABC
455
Associated Banc-Corp
Wisconsin
$2K -$241K -2,089 -99%
LC
456
Lindbrook Capital
California
$2K -$1.85K -16 -52%
BAM
457
Bellevue Asset Management
Washington
$2K – – –
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TI
459
tru Independence
Oregon
$2K – – –
GWS
460
Glassman Wealth Services
Virginia
$2K +$116 +1 +6%
JCM
461
Jacobi Capital Management
Pennsylvania
$2K +$1.73K +15 New
SWA
462
Sutton Wealth Advisors
Florida
$1.33K +$231 +2 +22%
GFPC
463
Global Financial Private Client
Florida
$1.32K – – –
RWM
464
Raffa Wealth Management
District of Columbia
$1.21K – – –
CFG
465
Citizens Financial Group
Rhode Island
$1K – – –
JPLA
466
Joseph P. Lucia & Associates
New York
$1K – – –
PWMG
467
Prestige Wealth Management Group
New Jersey
$1K – – –
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$1K +$809 +7 New
BWM
469
BerganKDV Wealth Management
Minnesota
$1K +$924 +8 New
DCP
470
Durable Capital Partners
Maryland
– -$49.2M -493,755 Closed
First Trust Advisors
471
First Trust Advisors
Illinois
– -$9.64M -96,830 Closed
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
– -$7.04M -70,653 Closed
Alyeska Investment Group
473
Alyeska Investment Group
Illinois
– -$3.75M -37,691 Closed
ECM
474
ExodusPoint Capital Management
New York
– -$3.73M -37,460 Closed
VRS
475
Virginia Retirement Systems
Virginia
– -$2.94M -29,500 Closed
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