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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
651
Quent Capital
New York
$279K – – –
VCM
652
Virtue Capital Management
Tennessee
$279K -$26.7K -58 -9%
MOS
653
MGO One Seven
Ohio
$279K -$24.4K -53 -8%
FCG
654
Fielder Capital Group
Tennessee
$276K +$3.68K +8 +1%
MG
655
Meritage Group
California
$276K +$266K +579 New
PCIA
656
Prime Capital Investment Advisors
Kansas
$274K +$24.9K +54 +10%
DOA
657
D'Orazio & Associates
Virginia
$270K +$7.82K +17 +3%
PF
658
Phoenix Financial
Israel
$269K +$44.6K +97 +21%
MFS
659
Mirabella Financial Services
United Kingdom
$268K -$214K -465 -45%
PPWP
660
Premier Path Wealth Partners
New Jersey
$266K -$920 -2 -0.4%
OWA
661
One Wealth Advisors
California
$264K +$1.38K +3 +0.5%
MA
662
Mutual Advisors
Nebraska
$264K +$255K +554 New
DC
663
Davenport & Co
Virginia
$264K +$18.4K +40 +8%
SCM
664
Stevens Capital Management
Pennsylvania
$258K -$291K -632 -54%
AA
665
AlphaQ Advisors
Florida
$257K +$248K +539 New
CWM
666
Congress Wealth Management
Massachusetts
$256K +$247K +536 New
KWM
667
Kolinsky Wealth Management
New Jersey
$255K -$5.98K -13 -2%
CI
668
CX Institutional
Indiana
$255K -$2.76K -6 -1%
OC
669
Oarsman Capital
Wisconsin
$253K – – –
ANBTV
670
American National Bank & Trust (Virginia)
Virginia
$249K +$240K +522 New
BFG
671
Berger Financial Group
Minnesota
$248K -$27.2K -59 -10%
FMLI
672
Fukoku Mutual Life Insurance
Japan
$248K – – –
LPT
673
Legacy Private Trust
Wisconsin
$248K – – –
CPA
674
Court Place Advisors
Maryland
$247K – – –
WS
675
Wedbush Securities
California
$245K -$62.1K -135 -21%
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