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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
626
Insigneo Advisory Services
Florida
$301K +$23.1K +52 +9%
MA
627
Mutual Advisors
Nebraska
$299K +$36.5K +82 +15%
QCG
628
Quadrant Capital Group
Ohio
$299K +$15.1K +34 +5%
WCM
629
Weaver Capital Management
Georgia
$299K +$296K +666 New
GI
630
GAMMA Investing
California
$297K +$114K +256 +63%
AWM
631
Axxcess Wealth Management
California
$294K -$6.67K -15 -2%
CAAS
632
Capital Asset Advisory Services
Michigan
$293K -$4.89K -11 -2%
LAM
633
Lakewood Asset Management
Illinois
$292K – – –
WTC
634
WhitTier Trust Company
Nevada
$292K – – –
RCAG
635
Rehmann Capital Advisory Group
Michigan
$291K -$3.56K -8 -1%
SWM
636
Salvus Wealth Management
New Jersey
$290K +$8.01K +18 +3%
WANY
637
Wealthspire Advisors (New York)
New York
$287K +$69.9K +157 +33%
PHK
638
Point72 Hong Kong
Hong Kong
$286K +$283K +636 New
PF
639
Phoenix Financial
Israel
$285K +$33.4K +75 +13%
GA
640
Geller Advisors
New York
$285K +$6.67K +15 +2%
D
641
Diversified
Delaware
$285K – – –
FTWA
642
Fifth Third Wealth Advisors
Ohio
$284K +$282K +633 New
OWA
643
One Wealth Advisors
California
$284K +$16.5K +37 +7%
MWM
644
MinichMacGregor Wealth Management
New York
$283K -$445 -1 -0.2%
LSAG
645
Lake Street Advisors Group
New Hampshire
$282K -$3.56K -8 -1%
CIA
646
Concurrent Investment Advisors
Florida
$281K +$279K +626 New
SCA
647
Summit Creek Advisors
Minnesota
$279K – – –
SF
648
Summit Financial
New Jersey
$273K +$271K +608 New
PA
649
Parallel Advisors
California
$270K -$3.56K -8 -1%
SB
650
Strategic Blueprint
Georgia
$269K -$46.3K -104 -15%
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