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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Salvus Wealth Management
New Jersey
$246K +$14.5K +50 +6%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$244K -$5.21K -18 -2%
GA
553
Geller Advisors
New York
$242K +$33.6K +116 +17%
PA
554
Parallel Advisors
California
$241K -$51.2K -177 -18%
GCP
555
GSA Capital Partners
United Kingdom
$235K +$229K +791 New
OC
556
Oppenheimer & Co
New York
$234K +$227K +785 New
AWA
557
Arkadios Wealth Advisors
Georgia
$233K +$227K +783 New
WIS
558
Wright Investors Service
Connecticut
$233K +$227K +783 New
MPPW
559
Mitchell & Pahl Private Wealth
Oklahoma
$231K -$2.03K -7 -0.9%
ZB
560
Zions Bancorporation
Utah
$231K +$218K +754 +3,278%
DWM
561
Dakota Wealth Management
Florida
$230K -$44K -152 -16%
MC
562
Moors & Cabot
Massachusetts
$228K -$869 -3 -0.4%
BC
563
Bridgefront Capital
Texas
$228K +$222K +765 New
PFO
564
Pathstone Family Office
New Jersey
$227K -$24K -83 -10%
SEC
565
Seven Eight Capital
New York
$224K +$218K +753 New
PAS
566
Park Avenue Securities
New York
$223K -$32.7K -113 -13%
SF
567
Summit Financial
New Jersey
$223K +$217K +749 New
BBHC
568
Brown Brothers Harriman & Co
New York
$219K -$305K -1,054 -59%
DOA
569
D'Orazio & Associates
Virginia
$219K +$213K +736 New
FHA
570
First Horizon Advisors
Tennessee
$218K -$156K -540 -42%
RWB
571
RMR Wealth Builders
New Jersey
$216K – – –
FPS
572
Fieldpoint Private Securities
Connecticut
$215K +$12.2K +42 +6%
HW
573
Hancock Whitney
Mississippi
$215K +$210K +724 New
AWA
574
Aaron Wealth Advisors
Illinois
$215K +$18.5M +63,953 New
TIM
575
Tortoise Investment Management
New York
$214K – – –
21 22
23
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