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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
476
Harel Insurance Investments & Financial Services
Israel
$887K – – –
PCS
477
Personal CFO Solutions
New Jersey
$883K +$6.25K +13 +0.8%
DWM
478
Diversify Wealth Management
Utah
$882K -$51.4K -107 -6%
MWM
479
MorganRosel Wealth Management
Colorado
$878K -$156K -324 -16%
EI
480
Ellevest Inc
New York
$872K +$27.9K +58 +3%
EGWAG
481
Elwood & Goetz Wealth Advisory Group
Georgia
$869K – – –
PAI
482
Pittenger & Anderson Inc
Nebraska
$867K +$488K +1,015 +146%
SFA
483
Sequoia Financial Advisors
Ohio
$862K +$186K +387 +29%
CIS
484
Custom Index Systems
New York
$857K +$313K +652 +63%
QIM
485
Quantitative Investment Management
Virginia
$854K +$256K +532 +46%
OAM
486
Ostrum Asset Management
France
$848K -$18.7K -39 -2%
AAS
487
Avantax Advisory Services
Texas
$844K +$226K +471 +39%
PA
488
Profund Advisors
Maryland
$817K -$16.3K -34 -2%
GA
489
Gateway Advisory
New Jersey
$814K -$27.9K -58 -3%
GT
490
Greenleaf Trust
Michigan
$813K +$31.2K +65 +4%
SWP
491
Stratos Wealth Partners
Ohio
$810K -$37.5K -78 -5%
SC
492
Sierra Capital
Florida
$791K +$750K +1,561 New
GS
493
GTS Securities
Florida
$787K +$390K +812 +110%
MYAM
494
Meiji Yasuda Asset Management
Japan
$778K +$12.5K +26 +2%
CCA
495
Checchi Capital Advisers
California
$778K +$2.88K +6 +0.4%
P
496
Pitcairn
Pennsylvania
$766K -$157K -327 -18%
NP
497
NorthRock Partners
Minnesota
$760K +$29.8K +62 +4%
CANY
498
Caxton Associates (New York)
New York
$756K +$717K +1,491 New
CNBT
499
Canandaigua National Bank & Trust
New York
$750K -$80.8K -168 -10%
HWM
500
HB Wealth Management
Georgia
$743K +$123K +255 +21%
18 19
20
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