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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
701
Blossom Wealth Management
California
$227K – – –
VCA
702
Verdence Capital Advisors
Maryland
$226K +$214K +445 New
BBW
703
Blue Barn Wealth
Utah
$225K +$213K +444 New
CTC
704
Central Trust Company
Missouri
$224K +$21.6K +45 +11%
WC
705
Whitney & Co
New York
$224K +$212K +442 New
OAM
706
Occidental Asset Management
California
$223K +$212K +441 New
NG
707
Northstar Group
New York
$222K +$211K +438 New
BIM
708
Bridges Investment Management
Nebraska
$221K +$210K +436 New
HCM
709
Howard Capital Management
Georgia
$219K +$208K +433 New
IWM
710
IHT Wealth Management
Illinois
$218K +$208K +432 New
BRWA
711
B. Riley Wealth Advisors
Florida
$217K -$34.1K -71 -14%
BP
712
Ballentine Partners
Massachusetts
$216K -$23.6K -49 -10%
FRA
713
Frank Rimerman Advisors
California
$216K +$205K +426 New
WPW
714
Waldron Private Wealth
Pennsylvania
$213K -$13K -27 -6%
AWM
715
AE Wealth Management
Kansas
$211K +$200K +415 New
G
716
GenTrust
Florida
$210K +$199K +414 New
PTP
717
Platform Technology Partners
New York
$210K +$199K +414 New
FW
718
FullCircle Wealth
Texas
$207K +$194K +403 New
ANTB
719
AMG National Trust Bank
Colorado
$207K +$196K +408 New
AIM
720
Aigen Investment Management
New York
$206K +$196K +407 New
MLL
721
Moody Lynn & Lieberson
Massachusetts
$206K +$196K +407 New
VCM
722
Virtue Capital Management
Tennessee
$205K +$194K +404 New
LPT
723
Legacy Private Trust
Wisconsin
$203K -$50.5K -105 -21%
CFM
724
Catalyst Funds Management
Australia
$203K +$192K +400 New
MAA
725
Matrix Asset Advisors
New York
$203K +$192K +400 New
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