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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
551
Private Capital Group
Connecticut
$132K +$54.5K +188 +76%
GLLW
552
Graves Light Lenhart Wealth
Virginia
$128K -$49.3K -170 -29%
SOW
553
State of Wyoming
Wyoming
$122K -$29.3K -101 -20%
AWM
554
Atticus Wealth Management
Florida
$122K +$116K +401 New
GWM
555
Geneos Wealth Management
Colorado
$109K -$101K -350 -49%
OCA
556
Otter Creek Advisors
Florida
$106K +$102K +351 New
QCG
557
Quadrant Capital Group
Ohio
$104K +$7.25K +25 +8%
CCA
558
Column Capital Advisors
Indiana
$97K -$29.6K -102 -24%
CLOS
559
Compagnie Lombard Odier SCmA
Switzerland
$94K – – –
T
560
TOBAM
France
$93K – – –
CFGS
561
Concourse Financial Group Securities
Alabama
$88K +$31.9K +110 +61%
BCA
562
Berman Capital Advisors
Georgia
$86K +$11K +38 +15%
WT
563
Whittier Trust
California
$83K – – –
FQ
564
First Quadrant
California
$82K – – –
EBA
565
Eagle Bay Advisors
New York
$77K -$2.61K -9 -3%
IA
566
IFP Advisors
Florida
$77K +$46.7K +161 +189%
TPCW
567
TD Private Client Wealth
New York
$76.9K +$2.61K +9 +4%
POIA
568
Pin Oak Investment Advisors
Texas
$76K – – –
APA
569
American Portfolios Advisors
New York
$73.2K – – –
KPCM
570
Kings Point Capital Management
New York
$64K – – –
BCWM
571
Bartlett & Co Wealth Management
Ohio
$61.4K -$1.45K -5 -2%
BC
572
Bartlett & Co
Ohio
$61K -$1.45K -5 -2%
CT
573
Caldwell Trust
Florida
$60.8K – – –
PFBT
574
Parkside Financial Bank & Trust
Missouri
$60K +$1.16K +4 +2%
PHK
575
Point72 Hong Kong
Hong Kong
$57K +$54.8K +189 New
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