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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
576
Crestwood Advisors Group
Massachusetts
$252K +$13.9K +42 +6%
IWC
577
Integrated Wealth Concepts
Massachusetts
$252K +$256K +774 New
IA
578
Inspire Advisors
Idaho
$252K +$16.2K +49 +7%
SEC
579
Seven Eight Capital
New York
$251K +$255K +772 New
MG
580
Meritage Group
California
$251K +$255K +772 New
LFA
581
LGT Financial Advisors
Texas
$249K -$25.5K -77 -9%
NWA
582
New World Advisors
Massachusetts
$247K – – –
CG
583
Caprock Group
Idaho
$244K +$248K +749 New
GC
584
Gilbert & Cook
Iowa
$241K -$397K -1,202 -62%
BBHC
585
Brown Brothers Harriman & Co
New York
$240K +$7.27K +22 +3%
RWB
586
RMR Wealth Builders
New Jersey
$237K – – –
LNC
587
Lincoln National Corp
Pennsylvania
$237K +$240K +726 New
WS
588
Wedbush Securities
California
$233K +$11.9K +36 +5%
BWP
589
BSW Wealth Partners
Colorado
$232K -$13.9K -42 -6%
MC
590
Moors & Cabot
Massachusetts
$232K -$8.93K -27 -4%
TF
591
TIAA FSB
Florida
$231K -$6.94K -21 -3%
BBW
592
Blue Barn Wealth
Utah
$228K +$11.6K +35 +5%
SACTSONJ
593
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228K – – –
VI
594
Versor Investments
New York
$228K +$231K +700 New
HW
595
Hancock Whitney
Mississippi
$225K -$13.6K -41 -6%
PWPS
596
Pinnacle Wealth Planning Services
Ohio
$222K -$3.31K -10 -1%
AUB
597
Atlantic Union Bankshares
Virginia
$220K +$223K +676 New
PA
598
Procyon Advisors
Connecticut
$219K -$661 -2 -0.3%
SC
599
Savant Capital
Illinois
$219K -$661 -2 -0.3%
ACA
600
Aptus Capital Advisors
Alabama
$218K +$221K +669 New
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