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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Parallel Advisors
California
$214K +$27.8K +99 +15%
HW
552
Hancock Whitney
Mississippi
$214K +$217K +774 New
TAM
553
Tocqueville Asset Management
New York
$211K -$96.4K -344 -31%
FMAEN1
554
Fund Management at Engine No 1
California
$211K +$213K +761 New
WFA
555
Wipfli Financial Advisors
Wisconsin
$206K +$209K +745 New
DWM
556
Drive Wealth Management
Utah
$204K -$74.6K -266 -27%
OC
557
Oppenheimer & Co
New York
$204K +$207K +737 New
MC
558
Moors & Cabot
Massachusetts
$204K +$207K +738 New
SF
559
Summit Financial
New Jersey
$201K +$204K +728 New
RWB
560
RMR Wealth Builders
New Jersey
$201K +$204K +726 New
BBHC
561
Brown Brothers Harriman & Co
New York
$198K – – –
WTC
562
WhitTier Trust Company
Nevada
$174K – – –
TIM
563
Tortoise Investment Management
New York
$166K -$33.9K -121 -17%
O
564
Ossiam
France
$162K +$163K +583 +14,575%
CIM
565
Contravisory Investment Management
Massachusetts
$157K +$159K +566 New
ETC
566
Exchange Traded Concepts
Oklahoma
$146K -$447K -1,594 -75%
WTA
567
Washington Trust Advisors
Massachusetts
$138K -$28.3K -101 -17%
CTC
568
Central Trust Company
Missouri
$138K +$1.12K +4 +0.8%
SIM
569
Sentry Investment Management
Wisconsin
$137K -$25.8K -92 -16%
TWM
570
Tradition Wealth Management
Minnesota
$137K +$139K +494 New
EBA
571
Eagle Bay Advisors
New York
$135K +$19.9K +71 +17%
CMF
572
Counterpoint Mutual Funds
California
$128K +$129K +461 New
QCG
573
Quadrant Capital Group
Ohio
$122K +$10.4K +37 +9%
PCM
574
Penserra Capital Management
California
$107K +$2.8K +10 +3%
QC
575
Quent Capital
New York
$105K -$7.29K -26 -6%
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