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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$72K -$5.5K -19 -7%
APA
602
American Portfolios Advisors
New York
$71.7K – – –
KFP
603
KB Financial Partners
New Jersey
$68K +$66K +228 New
CMF
604
Counterpoint Mutual Funds
California
$67K +$64.9K +224 New
POIA
605
Pin Oak Investment Advisors
Texas
$65K -$9.27K -32 -13%
CCA
606
Column Capital Advisors
Indiana
$65K – – –
AWA
607
Aaron Wealth Advisors
Illinois
$64K +$62.3K +215 New
PFS
608
Prospera Financial Services
Texas
$61K +$59.6K +206 New
BCWM
609
Bartlett & Co Wealth Management
Ohio
$60.1K +$58.5K +202 New
BC
610
Bartlett & Co
Ohio
$60K +$58.5K +202 New
CT
611
Caldwell Trust
Florida
$59.5K – – –
KPCM
612
Kings Point Capital Management
New York
$59K – – –
AS
613
Altshuler Shaham
Israel
$56K -$218K -752 -80%
FF
614
FourThought Financial
Florida
$55K +$55.3K +191 New
PFBT
615
Parkside Financial Bank & Trust
Missouri
$54K -$6.37K -22 -11%
PHK
616
Point72 Hong Kong
Hong Kong
$53K -$161K -555 -76%
CFO
617
CVA Family Office
Colorado
$52K +$10.1K +35 +25%
EBA
618
Eagle Bay Advisors
New York
$50K -$36.8K -127 -43%
CHA
619
Carmichael Hill & Associates
Maryland
$48K – – –
FAM
620
Fred Alger Management
New York
$48K +$46.3K +160 New
GAM
621
Gemmer Asset Management
California
$47K – – –
WB
622
Webster Bank
Connecticut
$46K – – –
TFS
623
TrustCore Financial Services
Tennessee
$43K – – –
CFGS
624
Concourse Financial Group Securities
Alabama
$39K -$40.2K -139 -51%
CWC
625
Carolinas Wealth Consulting
North Carolina
$39K +$37.9K +131 New
23 24
25
26 27