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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
551
Avestar Capital
New York
$309K +$13.2K +40 +4%
HNB
552
Huntington National Bank
Ohio
$309K +$48.6K +147 +18%
AT
553
American Trust
Kentucky
$306K -$456K -1,380 -59%
RP
554
Riverwater Partners
Wisconsin
$304K – – –
TAM
555
Trust Asset Management
Texas
$301K +$3.97K +12 +1%
FFM
556
Forum Financial Management
Illinois
$300K – – –
ICG
557
InterOcean Capital Group
Tennessee
$297K +$301K +911 New
BCV
558
Banque Cantonale Vaudoise
Switzerland
$293K -$1.72M -5,200 -85%
AWM
559
Apollon Wealth Management
South Carolina
$291K -$73.1K -221 -20%
DADC
560
D.A. Davidson & Co
Montana
$289K +$32.7K +99 +13%
NP
561
NorthRock Partners
Minnesota
$287K -$37.7K -114 -11%
RFC
562
Regions Financial Corp
Alabama
$279K -$8.6K -26 -3%
EFM
563
E Fund Management
China
$278K +$19.8K +60 +8%
MNBTD
564
Moody National Bank Trust Division
Texas
$277K – – –
OWA
565
Opal Wealth Advisors
New York
$275K +$22.1K +67 +9%
GA
566
Geller Advisors
New York
$274K +$19.2K +58 +7%
BFM
567
Boothbay Fund Management
New York
$273K -$1.47M -4,456 -84%
CIP
568
Convergence Investment Partners
Florida
$272K +$276K +834 New
FL
569
Fort LP
Maryland
$267K -$132K -400 -33%
HWM
570
HB Wealth Management
Georgia
$266K -$9.92K -30 -4%
RA
571
RFG Advisory
Alabama
$263K +$267K +808 New
SRC
572
Shufro Rose & Co
New York
$261K -$25.8K -78 -9%
BAMF
573
BI Asset Management Fondsmaeglerselskab
Denmark
$259K +$17.9K +54 +7%
MC
574
Machina Capital
France
$255K +$259K +782 New
CAG
575
Crestwood Advisors Group
Massachusetts
$252K +$13.9K +42 +6%
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23
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