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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
676
Northwest & Ethical Investments
Ontario, Canada
$225K – – –
WS
677
Wedbush Securities
California
$224K -$6.67K -15 -3%
BRWA
678
B. Riley Wealth Advisors
Florida
$224K -$41.8K -94 -16%
TWM
679
Tradition Wealth Management
Minnesota
$222K +$445 +1 +0.2%
MCM
680
Mitchell Capital Management
Kansas
$220K – – –
ORG
681
Optimist Retirement Group
Washington
$220K -$45.4K -102 -17%
PCIA
682
Prime Capital Investment Advisors
Kansas
$216K -$40.9K -92 -16%
JJBC
683
James J. Burns & Company
New York
$216K – – –
BP
684
Ballentine Partners
Massachusetts
$214K +$212K +476 New
AUB
685
Atlantic Union Bankshares
Virginia
$214K +$212K +476 New
MMA
686
Miracle Mile Advisors
California
$213K +$211K +475 New
HCM
687
Hengehold Capital Management
Ohio
$212K +$210K +471 New
MPPW
688
Mitchell & Pahl Private Wealth
Oklahoma
$210K -$445 -1 -0.2%
CAM
689
Claret Asset Management
Quebec, Canada
$210K +$208K +467 New
GWP
690
Gen-Wealth Partners
Michigan
$209K +$207K +465 New
WFA
691
Wellspring Financial Advisors
Ohio
$208K +$206K +463 New
BWM
692
Baron Wealth Management
Michigan
$207K +$445 +1 +0.2%
KP
693
Keel Point
Alabama
$207K +$192K +432 New
CCWM
694
Cassaday & Co Wealth Management
Virginia
$207K -$19.1K -43 -9%
FFA
695
Florida Financial Advisors
Florida
$204K +$202K +455 New
OTPPB
696
Ontario Teachers' Pension Plan Board
Ontario, Canada
$203K +$202K +453 New
BTI
697
Blue Trust Inc
Georgia
$203K +$139K +312 +274%
WPW
698
Waldron Private Wealth
Pennsylvania
$201K -$13.3K -30 -6%
BWM
699
Blossom Wealth Management
California
$201K – – –
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K – – –
26 27
28
29 30