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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
651
Regions Financial Corp
Alabama
$310K -$187K -379 -34%
WTC
652
WhitTier Trust Company
Nevada
$309K – – –
AFG
653
Atomi Financial Group
New York
$309K +$83.8K +170 +30%
BBHC
654
Brown Brothers Harriman & Co
New York
$308K -$39.4K -80 -10%
QL
655
Quarry LP
New York
$307K +$344K +698 +2,053%
JIC
656
Johnson Investment Counsel
Ohio
$307K -$5.91K -12 -2%
MPM
657
MBB Public Markets
Illinois
$304K +$357K +725 New
DO
658
denkapparat Operations
Germany
$303K +$356K +722 New
MC
659
Moors & Cabot
Massachusetts
$303K – – –
RWB
660
RMR Wealth Builders
New Jersey
$298K -$7.39K -15 -2%
SACTSONJ
661
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K – – –
SCM
662
SCS Capital Management
Massachusetts
$285K +$335K +679 New
LSA
663
Lansing Street Advisors
Pennsylvania
$284K +$108K +219 +48%
TPI
664
Trust Point Inc
Wisconsin
$284K -$93.6K -190 -22%
BMCM
665
Burns Matteson Capital Management
New York
$284K -$67.5K -137 -17%
NAS
666
Nicolet Advisory Services
Wisconsin
$283K -$15.8K -32 -4%
NWAG
667
Net Worth Advisory Group
Utah
$283K -$5.91K -12 -2%
RP
668
Riverwater Partners
Wisconsin
$282K -$50.3K -102 -13%
ICP
669
Impact Capital Partners
Colorado
$282K -$33.5K -68 -9%
RB
670
Renasant Bank
Mississippi
$282K -$7.39K -15 -2%
SWP
671
Sagespring Wealth Partners
Tennessee
$281K +$42.9K +87 +15%
BJL
672
Brighton Jones LLC
Washington
$280K +$15.3K +31 +5%
HKIMG
673
Hutchens & Kramer Investment Management Group
Indiana
$277K -$13.8K -28 -4%
OWCM
674
One Wealth Capital Management
Arizona
$276K -$24.1K -49 -7%
FTWA
675
Fifth Third Wealth Advisors
Ohio
$275K +$22.2K +45 +7%
25 26
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