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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
876
Kestra Private Wealth Services
Texas
– -$576K -1,424 Closed
MM
877
MQS Management
New York
– -$566K -1,399 Closed
CI
878
Corient IA
Florida
– -$562K -1,390 Closed
PCS
879
Personal CFO Solutions
New Jersey
– -$549K -1,357 Closed
SLI
880
Sumitomo Life Insurance
Japan
– -$547K -1,354 Closed
VCA
881
Verdence Capital Advisors
Maryland
– -$539K -1,333 Closed
DADC
882
D.A. Davidson & Co
Montana
– -$511K -1,264 Closed
MWM
883
MorganRosel Wealth Management
Colorado
– -$501K -1,240 Closed
GC
884
Gilbert & Cook
Iowa
– -$490K -1,211 Closed
BFM
885
Boothbay Fund Management
New York
– -$480K -1,187 Closed
SB
886
Strategic Blueprint
Georgia
– -$479K -1,184 Closed
P
887
Pitcairn
Pennsylvania
– -$475K -1,174 Closed
WA
888
Wealth Alliance
New York
– -$453K -1,121 Closed
HAG
889
HighPoint Advisor Group
Illinois
– -$452K -1,119 Closed
EAM
890
Eventide Asset Management
Massachusetts
– -$432K -1,073 Closed
MCM
891
Monument Capital Management
Virginia
– -$421K -1,041 Closed
CIAM
892
Caitong International Asset Management
Hong Kong
– -$419K -1,037 Closed
SC
893
Savant Capital
Illinois
– -$413K -1,021 Closed
IP
894
Intellectus Partners
California
– -$412K -1,020 Closed
AG
895
Ascent Group
Virginia
– -$407K -1,008 Closed
AWM
896
Apollon Wealth Management
South Carolina
– -$390K -965 Closed
BTWM
897
Baker Tilly Wealth Management
Wisconsin
– -$388K -961 Closed
IFA
898
Index Fund Advisors
California
– -$373K -924 Closed
SC
899
Sapient Capital
Indiana
– -$373K -922 Closed
IAA
900
Independent Advisor Alliance
North Carolina
– -$369K -914 Closed
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36
37 38