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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
626
Canandaigua National Bank & Trust
New York
$347K -$82.3K -167 -17%
HNB
627
Huntington National Bank
Ohio
$343K -$142K -288 -26%
DJSG
628
D.J. St. Germain
Massachusetts
$341K – – –
ACM
629
Andina Capital Management
Utah
$340K +$399K +809 New
GVAG
630
Great Valley Advisor Group
Delaware
$338K -$46.8K -95 -11%
OAM
631
Ostrum Asset Management
France
$336K -$471K -956 -54%
EWA
632
EP Wealth Advisors
California
$336K +$18.7K +38 +5%
PAG
633
Private Advisor Group
New Jersey
$333K -$9.36K -19 -2%
WI
634
WrapManager Inc
California
$332K -$54.7K -111 -12%
WAG
635
Wallace Advisory Group
California
$330K -$149K -302 -31%
FPAS
636
Focus Partners Advisor Solutions
Missouri
$330K +$387K +786 New
PA
637
Parallel Advisors
California
$328K +$22.2K +45 +6%
CI
638
CX Institutional
Indiana
$328K -$208K -422 -35%
BMCM
639
Bryn Mawr Capital Management
Pennsylvania
$327K -$36.5K -74 -9%
AA
640
ALPS Advisors
Colorado
$327K +$39.4K +80 +11%
FFA
641
Farther Finance Advisors
California
$325K -$8.38K -17 -2%
WA
642
Waverly Advisors
Alabama
$323K +$25.6K +52 +7%
CI
643
Cigna Investments
Connecticut
$323K -$5.42K -11 -1%
PF
644
Phoenix Financial
Israel
$322K -$15.8K -32 -4%
BCM
645
Brookstone Capital Management
Illinois
$319K +$374K +759 New
IWC
646
Integrated Wealth Concepts
Massachusetts
$318K -$45.3K -92 -11%
PCM
647
Permanent Capital Management
Illinois
$315K +$2.96K +6 +0.8%
SAM
648
Shell Asset Management
Netherlands
$313K – – –
SAW
649
Signal Advisors Wealth
Michigan
$312K +$986 +2 +0.3%
AC
650
Avestar Capital
New York
$311K -$95.1K -193 -21%
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