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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
526
Boothbay Fund Management
New York
$316K +$302K +1,254 New
CI
527
CX Institutional
Indiana
$315K +$94.6K +393 +46%
CCA
528
Conestoga Capital Advisors
Pennsylvania
$315K -$143K -596 -32%
HI
529
Horizon Investments
North Carolina
$312K +$12.3K +51 +4%
MAS
530
Meeder Advisory Services
Ohio
$311K -$85.7K -356 -22%
WC
531
Wexford Capital
Florida
$310K +$296K +1,228 New
TG
532
TCW Group
California
$302K +$288K +1,197 New
BFIM
533
Beese Fulmer Investment Management
Ohio
$301K +$287K +1,194 New
GT
534
Greenleaf Trust
Michigan
$300K -$48.9K -203 -15%
SAM
535
Smartleaf Asset Management
Massachusetts
$300K -$45.2K -188 -14%
CCA
536
Checchi Capital Advisers
California
$299K -$9.39K -39 -3%
CIM
537
Cambria Investment Management
California
$298K -$13.2K -55 -4%
SC
538
Scotia Capital
Ontario, Canada
$298K -$598K -2,486 -68%
ICP
539
Interchange Capital Partners
Pennsylvania
$298K +$284K +1,180 New
EWA
540
EP Wealth Advisors
California
$294K +$281K +1,167 New
G
541
GenTrust
Florida
$293K +$280K +1,163 New
WCP
542
Wick Capital Partners
Pennsylvania
$293K +$279K +1,160 New
FFA
543
Florida Financial Advisors
Florida
$291K +$278K +1,155 New
WANY
544
Wealthspire Advisors (New York)
New York
$290K +$142K +588 +105%
DWT
545
Dorsey & Whitney Trust
South Dakota
$287K +$64K +266 +31%
CFG
546
Citizens Financial Group
Rhode Island
$284K +$28.9K +120 +12%
BPA
547
Beacon Pointe Advisors
California
$281K +$55.8K +232 +26%
AU
548
AlphaGrep UK
$280K +$267K +1,109 New
DWM
549
Drive Wealth Management
Utah
$279K +$266K +1,107 New
AWM
550
Apollon Wealth Management
South Carolina
$278K +$265K +1,102 New
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