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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
676
Osborne Partners Capital Management
California
$303K -$51.6K -100 -14%
RCAG
677
Rehmann Capital Advisory Group
Michigan
$300K +$1.55K +3 +0.5%
FTWA
678
Fifth Third Wealth Advisors
Ohio
$296K -$4.12K -8 -1%
CP
679
Castleview Partners
Texas
$295K -$174K -338 -36%
TA
680
Tectonic Advisors
Texas
$295K -$159K -308 -34%
CIA
681
Concurrent Investment Advisors
Florida
$294K -$52.6K -102 -14%
SF
682
Summit Financial
New Jersey
$293K +$1.55K +3 +0.5%
CG
683
Cynosure Group
Utah
$292K -$93.8K -182 -23%
GA
684
Geller Advisors
New York
$291K -$9.28K -18 -3%
RS
685
R Squared
Hong Kong
$291K +$309K +600 New
CAAS
686
Capital Asset Advisory Services
Michigan
$287K -$17.5K -34 -5%
OWA
687
One Wealth Advisors
California
$286K – – –
AWM
688
Axxcess Wealth Management
California
$286K -$17.5K -34 -5%
LSAG
689
Lake Street Advisors Group
New Hampshire
$286K -$6.7K -13 -2%
FCG
690
Fielder Capital Group
Tennessee
$284K -$1.03K -2 -0.3%
SCA
691
Summit Creek Advisors
Minnesota
$282K – – –
SWP
692
Sagespring Wealth Partners
Tennessee
$282K +$301K +583 New
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$280K +$27.8K +54 +12%
AF
694
Allworth Financial
California
$279K -$31.4K -61 -10%
FFA
695
Florida Financial Advisors
Florida
$275K +$30.9K +60 +12%
PPWP
696
Premier Path Wealth Partners
New Jersey
$274K +$9.28K +18 +3%
AFG
697
Atomi Financial Group
New York
$274K +$55.7K +108 +24%
NEI
698
Northwest & Ethical Investments
Ontario, Canada
$271K – – –
MA
699
Mutual Advisors
Nebraska
$270K -$7.22K -14 -3%
UB
700
UMB Bank
Missouri
$268K +$16K +31 +6%
26 27
28
29 30