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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
526
Meeder Advisory Services
Ohio
$602K +$21.2K +46 +4%
AWM
527
Accurate Wealth Management
Florida
$602K -$256K -556 -29%
LA
528
LBP AM
France
$595K -$1.52M -3,311 -73%
SA
529
Strategic Advocates
Utah
$593K -$101K -219 -15%
SAM
530
Sompo Asset Management
Japan
$591K -$101K -220 -15%
OWMIAS
531
One Wealth Management Investment & Advisory Services
Florida
$590K +$29K +63 +5%
SFA
532
Sequoia Financial Advisors
Ohio
$590K -$324K -705 -36%
GL
533
Graypoint LLC
New York
$586K +$46K +100 +9%
EAM
534
Empirical Asset Management
Massachusetts
$580K +$560K +1,217 New
AFC
535
AFT Forsyth & Company
Florida
$577K – – –
RSWM
536
Robertson Stephens Wealth Management
California
$573K +$460 +1 +0.1%
HI
537
Horizon Investments
North Carolina
$564K -$1.84K -4 -0.3%
FWM
538
Fairhaven Wealth Management
Illinois
$563K +$27.2K +59 +5%
HWM
539
HB Wealth Management
Georgia
$558K +$44.6K +97 +9%
LA
540
LM Advisors
California
$556K +$537K +1,167 New
TP
541
Tranquility Partners
Tennessee
$554K +$176K +383 +49%
HKIMG
542
Hutchens & Kramer Investment Management Group
Indiana
$551K +$214K +465 +67%
IA
543
Inspire Advisors
Idaho
$542K +$8.28K +18 +2%
WA
544
Wealth Alliance
New York
$539K -$21.6K -47 -4%
GC
545
Globeflex Capital
California
$531K – – –
KMWM
546
Keudell/Morrison Wealth Management
Oregon
$530K -$3.68K -8 -0.7%
HAG
547
HighPoint Advisor Group
Illinois
$530K +$1.38K +3 +0.2%
GWM
548
Gibbs Wealth Management
Georgia
$527K +$509K +1,106 New
EFI
549
EHP Funds Inc
Canada
$524K -$92K -200 -15%
AP
550
Americana Partners
Texas
$522K +$25.8K +56 +5%
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