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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
876
Three Seasons Wealth
Utah
– -$599K -1,483 Closed
KPWS
877
Kestra Private Wealth Services
Texas
– -$576K -1,424 Closed
MM
878
MQS Management
New York
– -$566K -1,399 Closed
CI
879
Corient IA
Florida
– -$562K -1,390 Closed
PCS
880
Personal CFO Solutions
New Jersey
– -$549K -1,357 Closed
SLI
881
Sumitomo Life Insurance
Japan
– -$547K -1,354 Closed
VCA
882
Verdence Capital Advisors
Maryland
– -$539K -1,333 Closed
DADC
883
D.A. Davidson & Co
Montana
– -$511K -1,264 Closed
MWM
884
MorganRosel Wealth Management
Colorado
– -$501K -1,240 Closed
GC
885
Gilbert & Cook
Iowa
– -$490K -1,211 Closed
BFM
886
Boothbay Fund Management
New York
– -$480K -1,187 Closed
SB
887
Strategic Blueprint
Georgia
– -$479K -1,184 Closed
P
888
Pitcairn
Pennsylvania
– -$475K -1,174 Closed
WA
889
Wealth Alliance
New York
– -$453K -1,121 Closed
HAG
890
HighPoint Advisor Group
Illinois
– -$452K -1,119 Closed
EAM
891
Eventide Asset Management
Massachusetts
– -$432K -1,073 Closed
MCM
892
Monument Capital Management
Virginia
– -$421K -1,041 Closed
CIAM
893
Caitong International Asset Management
Hong Kong
– -$419K -1,037 Closed
SC
894
Savant Capital
Illinois
– -$413K -1,021 Closed
IP
895
Intellectus Partners
California
– -$412K -1,020 Closed
AG
896
Ascent Group
Virginia
– -$407K -1,008 Closed
AWM
897
Apollon Wealth Management
South Carolina
– -$390K -965 Closed
BTWM
898
Baker Tilly Wealth Management
Wisconsin
– -$388K -961 Closed
IFA
899
Index Fund Advisors
California
– -$373K -924 Closed
SC
900
Sapient Capital
Indiana
– -$373K -922 Closed
34 35
36
37 38