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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
726
Tortoise Investment Management
New York
$121K -$17K -37 -13%
ZB
727
Zions Bancorporation
Utah
$120K +$99K +215 +581%
CFO
728
CVA Family Office
Colorado
$118K +$460 +1 +0.4%
EWA
729
EverSource Wealth Advisors
Alabama
$113K +$17.5K +38 +16%
RDFA
730
Ritter Daniher Financial Advisory
Ohio
$112K – – –
BCWM
731
Bartlett & Co Wealth Management
Ohio
$106K – – –
EFMH
732
E Fund Management (HK)
Hong Kong
$103K -$5.52K -12 -5%
CT
733
Caldwell Trust
Florida
$95.3K – – –
BFEC
734
Benjamin F. Edwards & Company
Missouri
$93K – – –
APF
735
Alaska Permanent Fund
Alaska
$93K -$180K -391 -67%
PCMC
736
Planning Capital Management Corporation
Pennsylvania
$89.6K -$460 -1 -0.5%
LC
737
Lindbrook Capital
California
$87.2K +$2.76K +6 +3%
RIL
738
Rothschild Investment LLC
Illinois
$80.1K +$2.76K +6 +4%
HFM
739
Harvest Fund Management
China
$77K -$72.3K -157 -49%
CHA
740
Carmichael Hill & Associates
Maryland
$76.3K – – –
GRP
741
Global Retirement Partners
California
$71K +$15.2K +33 +28%
POIA
742
Pin Oak Investment Advisors
Texas
$71K – – –
PFBT
743
Parkside Financial Bank & Trust
Missouri
$69.6K +$10.1K +22 +18%
JSAM
744
J. Safra Asset Management
New York
$69.6K +$24.9K +54 +59%
AGWCA
745
Annis Gardner Whiting Capital Advisors
Florida
$68.2K +$23.5K +51 +55%
PAS
746
Point72 Asia (Singapore)
Singapore
$63.3K +$19.8K +43 +48%
VWM
747
Venturi Wealth Management
Texas
$62.4K -$3.22K -7 -5%
BIA
748
Bell Investment Advisors
California
$59.6K – – –
JWA
749
JFS Wealth Advisors
Pennsylvania
$58.2K – – –
CFD
750
Creative Financial Designs
Indiana
$55.3K +$25.3K +55 +90%
28 29
30
31 32