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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
526
Wahed Invest
New York
$590K +$34.8K +87 +7%
VSQM
527
V-Square Quantitative Management
Illinois
$590K +$93.9K +235 +22%
EFI
528
EHP Funds Inc
Canada
$586K -$839K -2,100 -62%
BCM
529
Bayesian Capital Management
New York
$583K +$517K +1,293 New
HAG
530
HighPoint Advisor Group
Illinois
$569K +$480K +1,202 New
FHA
531
First Horizon Advisors
Tennessee
$558K +$54.7K +137 +12%
MAS
532
Meeder Advisory Services
Ohio
$549K +$28.8K +72 +6%
AFC
533
AFT Forsyth & Company
Florida
$546K +$49.9K +125 +12%
S
534
SignatureFD
Georgia
$544K +$16.4K +41 +4%
RSWM
535
Robertson Stephens Wealth Management
California
$542K +$5.19K +13 +1%
PAG
536
Private Advisory Group
Washington
$540K +$478K +1,197 New
HI
537
Horizon Investments
North Carolina
$536K +$32K +80 +7%
WA
538
Wealth Alliance
New York
$531K -$33.6K -84 -7%
OWMIAS
539
One Wealth Management Investment & Advisory Services
Florida
$530K +$469K +1,175 New
SCM
540
Stevens Capital Management
Pennsylvania
$530K +$469K +1,174 New
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K +$14K +35 +3%
FHB
542
First Hawaiian Bank
Hawaii
$516K -$230K -575 -33%
LCM
543
Liberty Capital Management
Michigan
$512K -$186K -466 -29%
GL
544
Graypoint LLC
New York
$509K +$25.2K +63 +6%
FWM
545
Fairhaven Wealth Management
Illinois
$507K +$30.8K +77 +7%
KMWM
546
Keudell/Morrison Wealth Management
Oregon
$505K +$47.1K +118 +12%
IA
547
Inspire Advisors
Idaho
$505K +$86.7K +217 +24%
GC
548
Globeflex Capital
California
$503K -$79.9K -200 -15%
AWM
549
Axxcess Wealth Management
California
$503K -$163K -408 -27%
CAAS
550
Capital Asset Advisory Services
Michigan
$503K -$145K -364 -25%
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