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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
701
DRW Securities
Illinois
$228K -$149K -309 -41%
BWM
702
Blossom Wealth Management
California
$227K – – –
VCA
703
Verdence Capital Advisors
Maryland
$226K +$214K +445 New
BBW
704
Blue Barn Wealth
Utah
$225K +$213K +444 New
CTC
705
Central Trust Company
Missouri
$224K +$21.6K +45 +11%
WC
706
Whitney & Co
New York
$224K +$212K +442 New
OAM
707
Occidental Asset Management
California
$223K +$212K +441 New
NG
708
Northstar Group
New York
$222K +$211K +438 New
BIM
709
Bridges Investment Management
Nebraska
$221K +$210K +436 New
HCM
710
Howard Capital Management
Georgia
$219K +$208K +433 New
IWM
711
IHT Wealth Management
Illinois
$218K +$208K +432 New
BRWA
712
B. Riley Wealth Advisors
Florida
$217K -$34.1K -71 -14%
BP
713
Ballentine Partners
Massachusetts
$216K -$23.6K -49 -10%
FRA
714
Frank Rimerman Advisors
California
$216K +$205K +426 New
WPW
715
Waldron Private Wealth
Pennsylvania
$213K -$13K -27 -6%
AWM
716
AE Wealth Management
Kansas
$211K +$200K +415 New
G
717
GenTrust
Florida
$210K +$199K +414 New
PTP
718
Platform Technology Partners
New York
$210K +$199K +414 New
FW
719
FullCircle Wealth
Texas
$207K +$194K +403 New
ANTB
720
AMG National Trust Bank
Colorado
$207K +$196K +408 New
AIM
721
Aigen Investment Management
New York
$206K +$196K +407 New
MLL
722
Moody Lynn & Lieberson
Massachusetts
$206K +$196K +407 New
VCM
723
Virtue Capital Management
Tennessee
$205K +$194K +404 New
LPT
724
Legacy Private Trust
Wisconsin
$203K -$50.5K -105 -21%
CFM
725
Catalyst Funds Management
Australia
$203K +$192K +400 New
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