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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
726
Rakuten Investment Management
Japan
$87.7K +$77.5K +194 New
PCMC
727
Planning Capital Management Corporation
Pennsylvania
$85.3K +$75.5K +189 New
LC
728
Lindbrook Capital
California
$79.8K +$21.6K +54 +44%
RIL
729
Rothschild Investment LLC
Illinois
$73.1K +$64.7K +162 New
CHA
730
Carmichael Hill & Associates
Maryland
$72.2K – – –
MFG
731
Mendota Financial Group
Wisconsin
$69K +$61.1K +153 New
AS
732
Altshuler Shaham
Israel
$67.2K +$59.5K +149 New
POIA
733
Pin Oak Investment Advisors
Texas
$67K – – –
VWM
734
Venturi Wealth Management
Texas
$62.3K +$1.2K +3 +2%
CT
735
Cambridge Trust
Massachusetts
$59.1K – – –
BIA
736
Bell Investment Advisors
California
$56.4K – – –
PFBT
737
Parkside Financial Bank & Trust
Missouri
$55.9K -$47.9K -120 -49%
JWA
738
JFS Wealth Advisors
Pennsylvania
$55K – – –
GRP
739
Global Retirement Partners
California
$52.6K -$8.39K -21 -15%
PE
740
Point72 Europe
United Kingdom
$50.5K +$44.7K +112 New
ADL
741
Asset Dedication LLC
California
$46K – – –
WT
742
Washington Trust
Rhode Island
$45.6K -$3.2K -8 -7%
TFIPS
743
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.1K +$39.9K +100 New
LS
744
Livforsakringsbolaget Skandia
Sweden
$45.1K – – –
CA
745
Clearstead Advisors
Ohio
$43.8K -$34.8K -87 -47%
PP
746
Pacifica Partners
Canada
$43.5K – – –
HCP
747
Hexagon Capital Partners
Arkansas
$42.4K +$9.99K +25 +36%
BF
748
BOK Financial
Oklahoma
$42K -$2.4K -6 -6%
VAG
749
VisionPoint Advisory Group
Texas
$42K +$3.2K +8 +9%
AGWCA
750
Annis Gardner Whiting Capital Advisors
Florida
$41.5K – – –
28 29
30
31 32