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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
501
Greenleaf Trust
Michigan
$690K +$42.7K +102 +6%
MSA
502
MUFG Securities Americas
New York
$690K +$145K +346 +25%
SMF
503
Scott Marsh Financial
Utah
$670K +$694K +1,658 New
HCA
504
Harbor Capital Advisors
Illinois
$669K -$4.18K -10 -0.6%
AAS
505
Avantax Advisory Services
Texas
$651K +$259K +618 +62%
HWM
506
HB Wealth Management
Georgia
$650K -$47.7K -114 -7%
ET
507
Equitable Trust
Tennessee
$646K -$21.8K -52 -3%
EAM
508
Erste Asset Management
Austria
$638K +$659K +1,576 New
EI
509
Ellevest Inc
New York
$637K -$46K -110 -7%
TWM
510
Thrive Wealth Management
Pennsylvania
$633K -$33.9K -81 -5%
WPC
511
Wedmont Private Capital
Pennsylvania
$628K -$23.4K -56 -3%
EGWAG
512
Elwood & Goetz Wealth Advisory Group
Georgia
$627K – – –
HH
513
Hilltop Holdings
Texas
$621K +$6.7K +16 +1%
LIP
514
Liontrust Investment Partners
United Kingdom
$608K -$3.62M -8,658 -85%
LAM
515
LECAP Asset Management
United Kingdom
$601K -$1,000K -2,389 -62%
FPAS
516
Focus Partners Advisor Solutions
Missouri
$600K +$292K +698 +89%
TSW
517
Three Seasons Wealth
Utah
$599K -$7.53K -18 -1%
BAM
518
Blueshift Asset Management
New Jersey
$596K +$74.1K +177 +14%
EFM
519
E Fund Management
China
$591K -$55.2K -132 -8%
BIG
520
Brooklyn Investment Group
New York
$586K +$376K +898 +162%
KPWS
521
Kestra Private Wealth Services
Texas
$576K -$274K -654 -31%
SPC
522
Spirepoint Private Client
Florida
$571K +$18K +43 +3%
PAS
523
Park Avenue Securities
New York
$567K -$10.5K -25 -2%
PA
524
Profund Advisors
Maryland
$566K +$33.1K +79 +6%
MM
525
MQS Management
New York
$566K -$6.28K -15 -1%
19 20
21
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