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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
626
Optimist Retirement Group
Washington
$297K +$74.5K +178 +32%
JIC
627
Johnson Investment Counsel
Ohio
$295K -$418 -1 -0.1%
SF
628
Summit Financial
New Jersey
$291K -$684K -1,635 -69%
WAG
629
Wallace Advisory Group
California
$290K +$3.35K +8 +1%
RWB
630
RMR Wealth Builders
New Jersey
$289K +$1.67K +4 +0.6%
ICP
631
Impact Capital Partners
Colorado
$288K +$17.2K +41 +6%
WIA
632
World Investment Advisors
California
$285K +$295K +705 New
JSSH
633
J. Safra Sarasin Holding
$283K +$293K +701 New
SACTSONJ
634
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K – – –
NWAG
635
Net Worth Advisory Group
Utah
$281K +$8.79K +21 +3%
FCG
636
Fielder Capital Group
Tennessee
$280K +$49.4K +118 +21%
AC
637
Avestar Capital
New York
$279K -$21.8K -52 -7%
RB
638
Renasant Bank
Mississippi
$279K +$7.11K +17 +3%
RP
639
Riverwater Partners
Wisconsin
$276K +$3.77K +9 +1%
IA
640
IFP Advisors
Florida
$275K +$145K +346 +103%
SCM
641
SCS Capital Management
Massachusetts
$274K – – –
OAM
642
Ostrum Asset Management
France
$271K -$54K -129 -16%
MC
643
Moors & Cabot
Massachusetts
$271K -$20.9K -50 -7%
TCM
644
Teza Capital Management
Illinois
$270K -$381K -910 -58%
EW
645
Evoke Wealth
California
$270K +$280K +668 New
OWCM
646
One Wealth Capital Management
Arizona
$270K +$4.18K +10 +2%
RFC
647
Regions Financial Corp
Alabama
$268K -$31.4K -75 -10%
HT
648
Headlands Technologies
Illinois
$267K -$900K -2,150 -77%
HKIMG
649
Hutchens & Kramer Investment Management Group
Indiana
$266K -$3.35K -8 -1%
TPI
650
Trust Point Inc
Wisconsin
$266K -$8.37K -20 -3%
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