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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
476
Groupama Asset Management
France
$413K +$224K +767 +95%
MAM
477
Milestone Asset Management
Pennsylvania
$411K +$456K +1,564 New
LOAMU
478
Lombard Odier Asset Management (USA)
New York
$407K +$452K +1,549 New
QCM
479
QRG Capital Management
Illinois
$407K -$657K -2,253 -59%
DWM
480
Dynasty Wealth Management
Florida
$401K -$183K -629 -29%
GVAG
481
Great Valley Advisor Group
Delaware
$399K +$209K +718 +90%
CPIG
482
Chicago Partners Investment Group
Illinois
$397K +$459K +1,573 New
ACM
483
Aster Capital Management
United Arab Emirates
$396K +$440K +1,507 New
CIS
484
Capital International Sarl
California
$394K +$437K +1,500 New
WCM
485
Washington Capital Management
Washington
$394K +$437K +1,500 New
HCM
486
Hengehold Capital Management
Ohio
$383K +$68K +233 +19%
MSE
487
MUFG Securities EMEA
United Kingdom
$381K +$357K +1,224 +542%
SI
488
Stephens Inc
Arkansas
$381K -$202K -693 -32%
S
489
SignatureFD
Georgia
$374K +$28.6K +98 +7%
IWC
490
Integrated Wealth Concepts
Massachusetts
$373K -$254K -870 -38%
EWA
491
EverSource Wealth Advisors
Alabama
$372K +$192K +658 +87%
GT
492
Greenleaf Trust
Michigan
$366K -$91K -312 -18%
TE
493
Tema ETFs
New York
$366K +$406K +1,393 New
PAS
494
Park Avenue Securities
New York
$363K -$5.83K -20 -1%
PA
495
Profund Advisors
Maryland
$362K -$6.42K -22 -2%
DJSG
496
D.J. St. Germain
Massachusetts
$361K +$164K +563 +69%
SAM
497
Smartleaf Asset Management
Massachusetts
$357K +$87.5K +300 +28%
CMF
498
Counterpoint Mutual Funds
California
$356K +$395K +1,355 New
RWM
499
Ritholtz Wealth Management
New York
$355K -$255K -876 -39%
ET
500
Equitable Trust
Tennessee
$350K -$77K -264 -17%
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