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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
576
Tectonic Advisors
Texas
$412K – – –
HCA
577
Harbor Capital Advisors
Illinois
$401K +$2.23K +5 +0.6%
MA
578
MJP Associates
Connecticut
$400K -$59.6K -134 -13%
VFA
579
Valeo Financial Advisors
Indiana
$399K +$40.5K +91 +11%
STA
580
Summit Trail Advisors
New York
$394K -$5.34K -12 -1%
GM
581
GeoWealth Management
Illinois
$392K +$22.2K +50 +6%
AG
582
Ascent Group
Virginia
$391K -$445 -1 -0.1%
SRC
583
Shufro Rose & Co
New York
$390K +$30.3K +68 +9%
TWC
584
TD Waterhouse Canada
Ontario, Canada
$388K -$189K -424 -33%
BMCM
585
Burns Matteson Capital Management
New York
$387K -$33.4K -75 -8%
SC
586
Savant Capital
Illinois
$386K -$2.67K -6 -0.7%
IWC
587
Integrated Wealth Concepts
Massachusetts
$386K -$460K -1,034 -55%
NAS
588
Nicolet Advisory Services
Wisconsin
$382K +$22.7K +51 +6%
AWM
589
Apollon Wealth Management
South Carolina
$381K +$24.5K +55 +7%
SFI
590
Siemens Fonds Invest
Germany
$369K -$3.56K -8 -1%
DJSG
591
D.J. St. Germain
Massachusetts
$365K +$5.34K +12 +2%
NRD
592
Nebula Research & Development
New York
$364K +$361K +811 New
CI
593
Cigna Investments
Connecticut
$362K – – –
CFG
594
Citizens Financial Group
Rhode Island
$354K +$351K +788 New
HNB
595
Huntington National Bank
Ohio
$354K +$23.6K +53 +7%
ACA
596
Aptus Capital Advisors
Alabama
$353K +$16.9K +38 +5%
UF
597
Univest Financial
Pennsylvania
$350K +$347K +780 New
AFA
598
Arlington Financial Advisors
California
$350K +$347K +779 New
MG
599
MilWealth Group
Wisconsin
$348K -$49.4K -111 -13%
OWA
600
Opal Wealth Advisors
New York
$348K -$19.1K -43 -5%
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