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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
651
New World Advisors
Massachusetts
$264K -$890 -2 -0.3%
MFS
652
Mirabella Financial Services
United Kingdom
$264K +$10.7K +24 +4%
QC
653
Quent Capital
New York
$263K – – –
FCG
654
Fielder Capital Group
Tennessee
$261K +$890 +2 +0.3%
NCFG
655
New Century Financial Group
New Jersey
$260K +$257K +578 New
EAM
656
Empirical Asset Management
Massachusetts
$259K -$285K -641 -53%
OP
657
ORG Partners
Indiana
$255K +$245K +551 +2,041%
PPWP
658
Premier Path Wealth Partners
New Jersey
$253K +$2.23K +5 +0.9%
QC
659
QCM Cayman
Texas
$247K +$244K +549 New
DOA
660
D'Orazio & Associates
Virginia
$244K -$9.79K -22 -4%
FL
661
Fort LP
Maryland
$243K -$21.4K -48 -8%
FPAS
662
Focus Partners Advisor Solutions
Missouri
$240K +$16K +36 +7%
OC
663
Oarsman Capital
Wisconsin
$239K +$1.33K +3 +0.6%
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$238K +$8.9K +20 +4%
PAG
665
Private Advisor Group
New Jersey
$236K +$9.34K +21 +4%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$234K – – –
MOS
667
MGO One Seven
Ohio
$233K -$29.4K -66 -11%
CPA
668
Court Place Advisors
Maryland
$233K – – –
BFG
669
Berger Financial Group
Minnesota
$231K -$2.67K -6 -1%
UB
670
UMB Bank
Missouri
$229K +$29.4K +66 +15%
KWM
671
Kolinsky Wealth Management
New Jersey
$229K -$11.1K -25 -5%
BBHC
672
Brown Brothers Harriman & Co
New York
$227K -$49.8K -112 -18%
LPT
673
Legacy Private Trust
Wisconsin
$227K -$6.67K -15 -3%
AIFAIM
674
American Institute for Advanced Investment Management
Arizona
$225K – – –
PPC
675
Park Place Capital
Alabama
$225K – – –
25 26
27
28 29