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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$52K -$645 -2 -1%
WB
652
Webster Bank
Connecticut
$52K – – –
FFA
653
Farther Finance Advisors
California
$50.4K +$48.4K +150 New
TFS
654
TrustCore Financial Services
Tennessee
$48.4K – – –
BIA
655
Bell Investment Advisors
California
$46.1K +$323 +1 +0.7%
CCA
656
Column Capital Advisors
Indiana
$44K -$28.7K -89 -40%
CT
657
Cambridge Trust
Massachusetts
$44K +$8.71K +27 +26%
JWA
658
JFS Wealth Advisors
Pennsylvania
$41.7K – – –
BWM
659
BerganKDV Wealth Management
Minnesota
$39K – – –
ZIG
660
Zullo Investment Group
Pennsylvania
$38.3K – – –
WT
661
Washington Trust
Rhode Island
$35.6K – – –
CA
662
CoreCap Advisors
Michigan
$34.3K +$32.9K +102 New
AS
663
Altshuler Shaham
Israel
$33.6K -$4.2K -13 -12%
LS
664
Livforsakringsbolaget Skandia
Sweden
$33.6K – – –
PP
665
Pacifica Partners
Canada
$33.6K – – –
EWA
666
EverSource Wealth Advisors
Alabama
$31.9K +$8.07K +25 +36%
CA
667
Clearstead Advisors
Ohio
$30.9K – – –
HI
668
Harbour Investments
Wisconsin
$30.3K +$4.52K +14 +18%
PVH
669
Psagot Value Holdings
Israel
$30K – – –
SWM
670
Spire Wealth Management
Virginia
$30K +$27.8K +86 +4,300%
RFA
671
Resurgent Financial Advisors
Georgia
$28.9K +$27.8K +86 New
C
672
Covestor
United Kingdom
$27K -$22.6K -70 -47%
MWC
673
MBM Wealth Consultants
Missouri
$27K – – –
SSG
674
Summit Securities Group
New York
$27K +$3.87K +12 +18%
CT
675
Colonial Trust
South Carolina
$26.9K +$25.8K +80 New
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