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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
526
AFT Forsyth & Company
Florida
$296K +$288K +995 New
UB
527
UMB Bank
Missouri
$294K +$15.6K +54 +6%
GL
528
Graypoint LLC
New York
$286K -$5.5K -19 -2%
PA
529
Procyon Advisors
Connecticut
$284K +$22.6K +78 +9%
HNB
530
Huntington National Bank
Ohio
$283K -$13.9K -48 -5%
FW
531
FirstPurpose Wealth
Utah
$281K -$18.5K -64 -6%
WI
532
Wahed Invest
New York
$280K -$3.19K -11 -1%
MAM
533
Meeder Asset Management
Ohio
$279K +$271K +937 New
FFM
534
Forum Financial Management
Illinois
$274K – – –
OWA
535
Opal Wealth Advisors
New York
$274K +$16.8K +58 +7%
AT
536
American Trust
Kentucky
$274K +$266K +920 New
ASN
537
Advisory Services Network
Georgia
$273K -$443K -1,530 -62%
BWP
538
BSW Wealth Partners
Colorado
$271K +$84.8K +293 +47%
SFI
539
Siemens Fonds Invest
Germany
$269K – – –
LS
540
Livforsakringsbolaget Skandia
Sweden
$268K – – –
MYLI
541
Meiji Yasuda Life Insurance
Japan
$264K +$257K +887 New
SRC
542
Shufro Rose & Co
New York
$261K -$57.9K -200 -19%
EFM
543
E Fund Management
China
$260K +$19.4K +67 +8%
CAG
544
Crestwood Advisors Group
Massachusetts
$256K -$18.5K -64 -7%
CCIA
545
Campbell & Co Investment Adviser
Maryland
$256K +$35.3K +122 +17%
HFM
546
Harvest Fund Management
China
$255K -$425K -1,468 -63%
SFA
547
Sequoia Financial Advisors
Ohio
$254K +$3.76K +13 +2%
OR
548
Olympiad Research
Connecticut
$253K +$67.2K +232 +37%
TAM
549
Trust Asset Management
Texas
$252K -$3.19K -11 -1%
SOW
550
State of Wyoming
Wyoming
$251K -$8.4K -29 -3%
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