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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFP Advisors
Florida
$102K -$51.8K -159 -35%
OAJ
652
Ogorek Anthony Joseph
New York
$98K – – –
HFM
653
Harvest Fund Management
China
$96K +$54.1K +166 +155%
RDFA
654
Ritter Daniher Financial Advisory
Ohio
$90.7K – – –
CFO
655
CVA Family Office
Colorado
$86.2K +$3.58K +11 +5%
BCWM
656
Bartlett & Co Wealth Management
Ohio
$78.1K – – –
BC
657
Bartlett & Co
Ohio
$78K – – –
PFBT
658
Parkside Financial Bank & Trust
Missouri
$75K -$8.79K -27 -11%
KFP
659
KB Financial Partners
New Jersey
$74K +$7.49K +23 +12%
CT
660
Caldwell Trust
Florida
$70.1K – – –
FAM
661
Fred Alger Management
New York
$68K -$20.5K -63 -25%
BFEC
662
Benjamin F. Edwards & Company
Missouri
$60K – – –
CHA
663
Carmichael Hill & Associates
Maryland
$56K – – –
PTC
664
Private Trust Company
Ohio
$53.2K – – –
POIA
665
Pin Oak Investment Advisors
Texas
$52K -$9.77K -30 -17%
FFA
666
Farther Finance Advisors
California
$50.1K +$651 +2 +1%
CWC
667
Carolinas Wealth Consulting
North Carolina
$47.3K -$11.4K -35 -21%
BIA
668
Bell Investment Advisors
California
$46.2K -$2.93K -9 -6%
CT
669
Cambridge Trust
Massachusetts
$45.9K – – –
JWA
670
JFS Wealth Advisors
Pennsylvania
$42.7K – – –
LC
671
Lindbrook Capital
California
$42K +$1.95K +6 +5%
BF
672
BOK Financial
Oklahoma
$41.7K -$3.26K -10 -8%
WTA
673
Washington Trust Advisors
Massachusetts
$41.5K +$4.88K +15 +14%
BWM
674
BerganKDV Wealth Management
Minnesota
$40.6K – – –
WT
675
Washington Trust
Rhode Island
$37.5K +$326 +1 +0.9%
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