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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
676
Cassaday & Co Wealth Management
Virginia
$223K +$198K +495 New
SP
677
Stonebrook Private
Michigan
$223K +$198K +495 New
TWM
678
Tradition Wealth Management
Minnesota
$223K – – –
MPPW
679
Mitchell & Pahl Private Wealth
Oklahoma
$222K +$197K +493 New
BRWA
680
B. Riley Wealth Advisors
Florida
$221K -$40.7K -102 -17%
MCM
681
Mitchell Capital Management
Kansas
$221K +$196K +491 New
PF
682
Phoenix Financial
Israel
$220K +$187K +468 New
WP
683
Woodline Partners
California
$219K +$194K +485 New
JJBC
684
James J. Burns & Company
New York
$217K +$192K +480 New
BWM
685
Baron Wealth Management
Michigan
$217K -$42.3K -106 -18%
BBW
686
Blue Barn Wealth
Utah
$215K +$191K +477 New
FFP
687
FourThought Financial Partners
Florida
$215K +$190K +476 New
FFA
688
Farther Finance Advisors
California
$213K +$101K +253 +115%
IAS
689
Insigneo Advisory Services
Florida
$212K +$188K +470 New
VIA
690
Virtus Investment Advisers
Connecticut
$210K +$186K +466 New
OFS
691
OneAscent Financial Services
Alabama
$210K -$63.1K -158 -25%
WPW
692
Waldron Private Wealth
Pennsylvania
$210K +$186K +465 New
T
693
TOBAM
France
$208K -$39.9K -100 -18%
CAM
694
Claret Asset Management
Quebec, Canada
$205K +$182K +455 New
MWM
695
Mission Wealth Management
California
$205K +$181K +454 New
BMCM
696
Burns Matteson Capital Management
New York
$204K +$180K +451 New
VCA
697
Verdence Capital Advisors
Maryland
$202K +$179K +448 New
BWM
698
Blossom Wealth Management
California
$202K -$59.9K -150 -25%
UB
699
UMB Bank
Missouri
$201K -$14K -35 -7%
TIA
700
Tiemann Investment Advisors
California
$201K +$178K +445 New
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