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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$616K -$9.66K -21 -2%
MAS
527
Meeder Advisory Services
Ohio
$602K +$21.2K +46 +4%
AWM
528
Accurate Wealth Management
Florida
$602K -$256K -556 -29%
LA
529
LBP AM
France
$595K -$1.52M -3,311 -73%
SA
530
Strategic Advocates
Utah
$593K -$101K -219 -15%
SAM
531
Sompo Asset Management
Japan
$591K -$101K -220 -15%
OWMIAS
532
One Wealth Management Investment & Advisory Services
Florida
$590K +$29K +63 +5%
SFA
533
Sequoia Financial Advisors
Ohio
$590K -$324K -705 -36%
GL
534
Graypoint LLC
New York
$586K +$46K +100 +9%
EAM
535
Empirical Asset Management
Massachusetts
$580K +$560K +1,217 New
AFC
536
AFT Forsyth & Company
Florida
$577K – – –
RSWM
537
Robertson Stephens Wealth Management
California
$573K +$460 +1 +0.1%
HI
538
Horizon Investments
North Carolina
$564K -$1.84K -4 -0.3%
FWM
539
Fairhaven Wealth Management
Illinois
$563K +$27.2K +59 +5%
HWM
540
HB Wealth Management
Georgia
$558K +$44.6K +97 +9%
LA
541
LM Advisors
California
$556K +$537K +1,167 New
TP
542
Tranquility Partners
Tennessee
$554K +$176K +383 +49%
HKIMG
543
Hutchens & Kramer Investment Management Group
Indiana
$551K +$214K +465 +67%
IA
544
Inspire Advisors
Idaho
$542K +$8.28K +18 +2%
WA
545
Wealth Alliance
New York
$539K -$21.6K -47 -4%
GC
546
Globeflex Capital
California
$531K – – –
KMWM
547
Keudell/Morrison Wealth Management
Oregon
$530K -$3.68K -8 -0.7%
HAG
548
HighPoint Advisor Group
Illinois
$530K +$1.38K +3 +0.2%
GWM
549
Gibbs Wealth Management
Georgia
$527K +$509K +1,106 New
EFI
550
EHP Funds Inc
Canada
$524K -$92K -200 -15%
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