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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
451
Exchange Traded Concepts
Oklahoma
$521K +$446K +1,537 +863%
GIA
452
Granite Investment Advisors
New Hampshire
$520K -$34.8K -120 -7%
FCBT
453
First Citizens Bank & Trust
North Carolina
$508K +$484K +1,670 New
V
454
Veritable
Delaware
$503K +$4.06K +14 +0.9%
WFC
455
Western Financial Corp
California
$488K +$466K +1,607 New
LCM
456
Liberty Capital Management
Michigan
$486K – – –
CAN
457
Cetera Advisor Networks
California
$480K -$62.3K -215 -12%
MA
458
Mutual Advisors
Nebraska
$480K +$458K +1,581 New
PA
459
Procyon Advisors
Connecticut
$476K -$2.9K -10 -0.6%
BAM
460
Burgundy Asset Management
Ontario, Canada
$476K – – –
KPW
461
Kore Private Wealth
New York
$476K +$64.1K +221 +16%
AC
462
Avestar Capital
New York
$469K +$13.6K +47 +3%
WA
463
Wealth Alliance
New York
$456K +$4.06K +14 +0.9%
KMWM
464
Keudell/Morrison Wealth Management
Oregon
$452K -$11.9K -41 -3%
GC
465
Globeflex Capital
California
$446K – – –
DJSG
466
D.J. St. Germain
Massachusetts
$442K – – –
IA
467
IndexIQ Advisors
New York
$442K +$8.12K +28 +2%
HFM
468
Harvest Fund Management
China
$438K +$309K +1,065 +281%
ECM
469
Everence Capital Management
Indiana
$435K – – –
CCP
470
Corient Capital Partners
California
$435K +$50.7K +175 +14%
CAAS
471
Capital Asset Advisory Services
Michigan
$434K +$414K +1,429 New
GT
472
Greenleaf Trust
Michigan
$432K +$24.9K +86 +6%
PA
473
Profund Advisors
Maryland
$432K +$32.5K +112 +9%
WAM
474
World Asset Management
Michigan
$425K -$59.7K -206 -13%
PDN
475
Pensionfund DSM Netherlands
Netherlands
$425K +$406K +1,400 New
17 18
19
20 21