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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
651
Alta Advisers
United Kingdom
$105K – – –
IA
652
IFP Advisors
Florida
$102K -$51.8K -159 -35%
OAJ
653
Ogorek Anthony Joseph
New York
$98K – – –
HFM
654
Harvest Fund Management
China
$96K +$54.1K +166 +155%
RDFA
655
Ritter Daniher Financial Advisory
Ohio
$90.7K – – –
CFO
656
CVA Family Office
Colorado
$86.2K +$3.58K +11 +5%
BCWM
657
Bartlett & Co Wealth Management
Ohio
$78.1K – – –
BC
658
Bartlett & Co
Ohio
$78K – – –
PFBT
659
Parkside Financial Bank & Trust
Missouri
$75K -$8.79K -27 -11%
KFP
660
KB Financial Partners
New Jersey
$74K +$7.49K +23 +12%
CT
661
Caldwell Trust
Florida
$70.1K – – –
FAM
662
Fred Alger Management
New York
$68K -$20.5K -63 -25%
BFEC
663
Benjamin F. Edwards & Company
Missouri
$60K – – –
CHA
664
Carmichael Hill & Associates
Maryland
$56K – – –
PTC
665
Private Trust Company
Ohio
$53.2K – – –
POIA
666
Pin Oak Investment Advisors
Texas
$52K -$9.77K -30 -17%
FFA
667
Farther Finance Advisors
California
$50.1K +$651 +2 +1%
CWC
668
Carolinas Wealth Consulting
North Carolina
$47.3K -$11.4K -35 -21%
BIA
669
Bell Investment Advisors
California
$46.2K -$2.93K -9 -6%
CT
670
Cambridge Trust
Massachusetts
$45.9K – – –
JWA
671
JFS Wealth Advisors
Pennsylvania
$42.7K – – –
LC
672
Lindbrook Capital
California
$42K +$1.95K +6 +5%
BF
673
BOK Financial
Oklahoma
$41.7K -$3.26K -10 -8%
WTA
674
Washington Trust Advisors
Massachusetts
$41.5K +$4.88K +15 +14%
BWM
675
BerganKDV Wealth Management
Minnesota
$40.6K – – –
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