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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
476
Equitable Trust
Tennessee
$1.01M -$66K -128 -6%
CF
477
Copperwynd Financial
Arizona
$999K +$79.9K +155 +8%
FWM
478
Fairhaven Wealth Management
Illinois
$996K +$28.4K +55 +3%
MWM
479
MorganRosel Wealth Management
Colorado
$996K +$167K +324 +19%
ECM
480
Everence Capital Management
Indiana
$974K – – –
MAS
481
Meeder Advisory Services
Ohio
$968K +$30.4K +59 +3%
CIM
482
Contravisory Investment Management
Massachusetts
$947K -$2.58K -5 -0.3%
WI
483
Wahed Invest
New York
$929K +$45.9K +89 +5%
AFCM
484
Applied Finance Capital Management
Puerto Rico
$928K – – –
ASN
485
Advisory Services Network
Georgia
$912K +$206K +400 +27%
WPC
486
Wedmont Private Capital
Pennsylvania
$904K -$15.5K -30 -2%
PL
487
Perpetual Ltd
Australia
$897K -$17.5K -34 -2%
AP
488
Americana Partners
Texas
$896K -$93.8K -182 -9%
TWM
489
Thrive Wealth Management
Pennsylvania
$877K -$33.5K -65 -3%
BPA
490
Beacon Pointe Advisors
California
$873K -$117K -226 -11%
WCM
491
Weaver Capital Management
Georgia
$873K +$187K +363 +25%
AWM
492
Avitas Wealth Management
California
$871K -$25.8K -50 -3%
CG
493
Caprock Group
Idaho
$859K -$36.6K -71 -4%
CIS
494
Custom Index Systems
New York
$857K +$39.2K +76 +4%
OAM
495
Ostrum Asset Management
France
$851K +$42.8K +83 +5%
FPW
496
Flagship Private Wealth
Massachusetts
$849K – – –
MCC
497
Money Concepts Capital
Florida
$848K -$5.67K -11 -0.6%
CP
498
CenterBook Partners
Connecticut
$842K +$896K +1,738 New
SFA
499
Sequoia Financial Advisors
Ohio
$839K +$15.5K +30 +2%
VSQM
500
V-Square Quantitative Management
Illinois
$836K -$45.9K -89 -5%
18 19
20
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