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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
701
Legacy Capital Wealth Partners
Arkansas
$237K +$8.87K +18 +3%
TWC
702
TD Waterhouse Canada
Ontario, Canada
$236K -$92.2K -187 -25%
BWM
703
Baron Wealth Management
Michigan
$235K +$44.4K +90 +19%
AF
704
Allworth Financial
California
$235K +$14.8K +30 +6%
ORG
705
Optimist Retirement Group
Washington
$233K +$23.7K +48 +9%
BIG
706
Brooklyn Investment Group
New York
$232K +$87.2K +177 +47%
KP
707
Keel Point
Alabama
$230K +$16.8K +34 +7%
EAM
708
Eventide Asset Management
Massachusetts
$229K -$9.36M -18,983 -97%
DOA
709
D'Orazio & Associates
Virginia
$226K +$1.48K +3 +0.6%
OC
710
Oarsman Capital
Wisconsin
$225K -$986 -2 -0.4%
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$225K +$19.2K +39 +8%
CC
712
Centiva Capital
New York
$222K -$1.76M -3,573 -87%
CIA
713
Concurrent Investment Advisors
Florida
$222K -$38.4K -78 -13%
JJBC
714
James J. Burns & Company
New York
$221K – – –
SRC
715
Shufro Rose & Co
New York
$220K – – –
IC
716
Iconiq Capital
California
$220K +$258K +524 New
FCP
717
Fidelis Capital Partners
Florida
$218K -$96.1K -195 -27%
FMLI
718
Fukoku Mutual Life Insurance
Japan
$218K – – –
CPA
719
Court Place Advisors
Maryland
$218K – – –
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$217K -$1.97K -4 -0.8%
GWP
721
Gen-Wealth Partners
Michigan
$216K -$493 -1 -0.2%
BIM
722
Bridges Investment Management
Nebraska
$214K +$36K +73 +17%
OWP
723
ORG Wealth Partners
Texas
$213K +$2.96K +6 +1%
PCM
724
Prelude Capital Management
New York
$211K -$92.2K -187 -27%
SWM
725
Salvus Wealth Management
New Jersey
$211K -$79.8K -162 -24%
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30 31