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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
726
Meeder Asset Management
Ohio
– -$165K -544 Closed
CCM
727
Carderock Capital Management
Maryland
– -$146K -482 Closed
OCA
728
Otter Creek Advisors
Florida
– -$106K -351 Closed
BC
729
Bartlett & Co
Ohio
– -$61K -202 Closed
BCWM
730
Bartlett & Co Wealth Management
Ohio
– -$61.4K -202 Closed
CI
731
CX Institutional
Indiana
– -$56K -183 Closed
DOA
732
D'Orazio & Associates
Virginia
– -$35K -116 Closed
JCM
733
Jacobi Capital Management
Pennsylvania
– -$30K -98 Closed
FF
734
FourThought Financial
Florida
– -$23K -77 Closed
PWA
735
Phoenix Wealth Advisors
North Carolina
– -$19K -63 Closed
KIG
736
Kowal Investment Group
Wisconsin
– -$17K -56 Closed
SIAP
737
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$15K -48 Closed
TF
738
Tompkins Financial
New York
– -$13K -43 Closed
GRP
739
Global Retirement Partners
California
– -$11K -35 Closed
DFCM
740
Dark Forest Capital Management
Puerto Rico
– -$10K -34 Closed
RTL
741
Red Tortoise LLC
Georgia
– -$9K -34 Closed
SAI
742
Systematic Alpha Investments
New Jersey
– -$9K -26 Closed
CFA
743
Cahill Financial Advisors
Minnesota
– -$7K -24 Closed
NFG
744
Next Financial Group
Texas
– -$6K -21 Closed
SSC
745
Syverson Strege & Co
Iowa
– -$6K -20 Closed
CPC
746
Consolidated Planning Corp
Georgia
– -$4K -14 Closed
JPLA
747
Joseph P. Lucia & Associates
New York
– -$3K -10 Closed
LWM
748
Liberty Wealth Management
California
– -$1K -2 Closed
DHGWA
749
Dixon Hughes Goodman Wealth Advisors
North Carolina
– +$322 +1 New
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