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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
526
State of Wyoming
Wyoming
$293K +$152K +473 +118%
PAS
527
Park Avenue Securities
New York
$289K +$33.4K +104 +14%
OWA
528
Opal Wealth Advisors
New York
$289K +$277K +863 New
TAM
529
Trust Asset Management
Texas
$287K – – –
QCM
530
Quest Capital Management
Texas
$286K -$28.9K -90 -10%
IWM
531
IHT Wealth Management
Illinois
$285K +$274K +851 New
PFO
532
Pathstone Family Office
New Jersey
$283K +$643 +2 +0.2%
SFA
533
Sequoia Financial Advisors
Ohio
$281K +$271K +842 New
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$280K +$7.07K +22 +3%
AG
535
AIA Group
Hong Kong
$276K +$266K +826 New
SIM
536
Sentry Investment Management
Wisconsin
$274K – – –
EFM
537
E Fund Management
China
$270K -$32.5K -101 -11%
NWA
538
New World Advisors
Massachusetts
$267K – – –
TM
539
Titan Managers
Arizona
$261K -$116K -361 -32%
MPPW
540
Mitchell & Pahl Private Wealth
Oklahoma
$261K – – –
SWM
541
Salvus Wealth Management
New Jersey
$260K +$250K +778 New
MC
542
Moors & Cabot
Massachusetts
$257K -$15.1K -47 -6%
WANY
543
Wealthspire Advisors (New York)
New York
$257K +$248K +770 New
MC
544
Maverick Capital
Texas
$249K -$1.05M -3,274 -81%
CCIA
545
Campbell & Co Investment Adviser
Maryland
$247K +$238K +739 New
CIP
546
Capital Insight Partners
Arizona
$246K -$11.3K -35 -5%
PHK
547
Point72 Hong Kong
Hong Kong
$245K +$175K +545 +288%
MGP
548
Metis Global Partners
California
$244K +$235K +730 New
RC
549
RegentAtlantic Capital
New Jersey
$244K +$235K +731 New
RWB
550
RMR Wealth Builders
New Jersey
$243K +$233K +726 New
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