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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
676
Cary Street Partners Investment Advisory
Virginia
$243K +$234K +509 New
PAG
677
Private Advisor Group
New Jersey
$241K -$261K -568 -53%
CCWM
678
Cassaday & Co Wealth Management
Virginia
$240K +$3.68K +8 +2%
WBC
679
Westpac Banking Corp
Australia
$239K -$18.4K -40 -7%
AIFAIM
680
American Institute for Advanced Investment Management
Arizona
$238K – – –
PPC
681
Park Place Capital
Alabama
$238K – – –
NEI
682
Northwest & Ethical Investments
Ontario, Canada
$238K +$230K +500 New
FPAS
683
Focus Partners Advisor Solutions
Missouri
$238K +$230K +499 New
SP
684
Stonebrook Private
Michigan
$236K – – –
TWM
685
Tradition Wealth Management
Minnesota
$235K – – –
MWM
686
Mission Wealth Management
California
$235K +$17.9K +39 +9%
MCM
687
Mitchell Capital Management
Kansas
$234K – – –
OMC
688
Old Mission Capital
Illinois
$232K +$224K +486 New
WANY
689
Wealthspire Advisors (New York)
New York
$230K +$222K +483 New
WPW
690
Waldron Private Wealth
Pennsylvania
$228K +$5.98K +13 +3%
FFP
691
FourThought Financial Partners
Florida
$227K – – –
JJBC
692
James J. Burns & Company
New York
$225K – – –
MPPW
693
Mitchell & Pahl Private Wealth
Oklahoma
$224K -$11K -24 -5%
VIA
694
Virtus Investment Advisers
Connecticut
$222K – – –
CW
695
CreativeOne Wealth
Kansas
$222K +$214K +466 New
BWM
696
Baron Wealth Management
Michigan
$220K -$9.21K -20 -4%
CTC
697
Central Trust Company
Missouri
$214K -$54.3K -118 -21%
BWM
698
Blossom Wealth Management
California
$213K – – –
UB
699
UMB Bank
Missouri
$212K – – –
VCA
700
Verdence Capital Advisors
Maryland
$211K -$2.3K -5 -1%
26 27
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