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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
901
Atomi Financial Group
New York
– -$346K -856 Closed
EH
902
Equitable Holdings
New York
– -$346K -855 Closed
PAG
903
Private Advisor Group
New Jersey
– -$342K -847 Closed
AFA
904
Arlington Financial Advisors
California
– -$337K -834 Closed
CNBT
905
Canandaigua National Bank & Trust
New York
– -$331K -819 Closed
FFM
906
Forum Financial Management
Illinois
– -$329K -814 Closed
PF
907
Phoenix Financial
Israel
– -$326K -806 Closed
AA
908
ALPS Advisors
Colorado
– -$319K -790 Closed
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
– -$316K -782 Closed
BCM
910
Brookstone Capital Management
Illinois
– -$304K -752 Closed
CI
911
Cigna Investments
Connecticut
– -$302K -745 Closed
FSC
912
Full Sail Capital
Oklahoma
– -$301K -745 Closed
ORG
913
Optimist Retirement Group
Washington
– -$297K -734 Closed
JIC
914
Johnson Investment Counsel
Ohio
– -$295K -730 Closed
ICP
915
Impact Capital Partners
Colorado
– -$288K -713 Closed
WIA
916
World Investment Advisors
California
– -$285K -705 Closed
SACTSONJ
917
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$283K -700 Closed
NWAG
918
Net Worth Advisory Group
Utah
– -$281K -695 Closed
FCG
919
Fielder Capital Group
Tennessee
– -$280K -692 Closed
AC
920
Avestar Capital
New York
– -$279K -689 Closed
RB
921
Renasant Bank
Mississippi
– -$279K -689 Closed
SCM
922
SCS Capital Management
Massachusetts
– -$274K -679 Closed
TCM
923
Teza Capital Management
Illinois
– -$270K -669 Closed
OWCM
924
One Wealth Capital Management
Arizona
– -$270K -667 Closed
RFC
925
Regions Financial Corp
Alabama
– -$268K -663 Closed
35 36
37
38 39