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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
526
FirstPurpose Wealth
Utah
$253K +$256K +913 New
TAM
527
Trust Asset Management
Texas
$252K +$14.6K +52 +6%
WPC
528
Wedmont Private Capital
Pennsylvania
$252K +$255K +911 New
AWM
529
Apollon Wealth Management
South Carolina
$252K +$256K +912 New
DS
530
DRW Securities
Illinois
$251K +$254K +907 New
BCV
531
Banque Cantonale Vaudoise
Switzerland
$249K – – –
OWA
532
Opal Wealth Advisors
New York
$247K -$3.08K -11 -1%
WI
533
Wahed Invest
New York
$246K +$15.7K +56 +7%
HNB
534
Huntington National Bank
Ohio
$245K +$6.45K +23 +3%
OPPTF
535
OPSEU Pension Plan Trust Fund
Ontario, Canada
$243K – – –
SRC
536
Shufro Rose & Co
New York
$243K – – –
GL
537
Graypoint LLC
New York
$241K +$244K +871 New
AIM
538
Aigen Investment Management
New York
$239K -$1.95M -6,967 -89%
DCM
539
Driehaus Capital Management
Illinois
$239K -$95.3K -340 -28%
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$239K +$8.41K +30 +4%
5L
541
55I LLC
Massachusetts
$239K +$242K +863 New
MNBTD
542
Moody National Bank Trust Division
Texas
$235K – – –
BF
543
BOK Financial
Oklahoma
$235K +$239K +851 New
UB
544
UMB Bank
Missouri
$228K -$23.3K -83 -9%
SFI
545
Siemens Fonds Invest
Germany
$228K -$6.17K -22 -3%
KPWS
546
Kestra Private Wealth Services
Texas
$228K +$231K +824 New
EFM
547
E Fund Management
China
$225K -$10.7K -38 -4%
CAG
548
Crestwood Advisors Group
Massachusetts
$223K +$226K +805 New
GA
549
Geller Advisors
New York
$220K +$223K +794 New
FWM
550
Fairhaven Wealth Management
Illinois
$215K +$218K +777 New
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