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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
901
Independent Advisor Alliance
North Carolina
– -$369K -914 Closed
AFG
902
Atomi Financial Group
New York
– -$346K -856 Closed
EH
903
Equitable Holdings
New York
– -$346K -855 Closed
PAG
904
Private Advisor Group
New Jersey
– -$342K -847 Closed
AFA
905
Arlington Financial Advisors
California
– -$337K -834 Closed
CNBT
906
Canandaigua National Bank & Trust
New York
– -$331K -819 Closed
FFM
907
Forum Financial Management
Illinois
– -$329K -814 Closed
PF
908
Phoenix Financial
Israel
– -$326K -806 Closed
AA
909
ALPS Advisors
Colorado
– -$319K -790 Closed
BMCM
910
Bryn Mawr Capital Management
Pennsylvania
– -$316K -782 Closed
BCM
911
Brookstone Capital Management
Illinois
– -$304K -752 Closed
CI
912
Cigna Investments
Connecticut
– -$302K -745 Closed
FSC
913
Full Sail Capital
Oklahoma
– -$301K -745 Closed
ORG
914
Optimist Retirement Group
Washington
– -$297K -734 Closed
JIC
915
Johnson Investment Counsel
Ohio
– -$295K -730 Closed
ICP
916
Impact Capital Partners
Colorado
– -$288K -713 Closed
WIA
917
World Investment Advisors
California
– -$285K -705 Closed
SACTSONJ
918
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$283K -700 Closed
NWAG
919
Net Worth Advisory Group
Utah
– -$281K -695 Closed
FCG
920
Fielder Capital Group
Tennessee
– -$280K -692 Closed
AC
921
Avestar Capital
New York
– -$279K -689 Closed
RB
922
Renasant Bank
Mississippi
– -$279K -689 Closed
SCM
923
SCS Capital Management
Massachusetts
– -$274K -679 Closed
TCM
924
Teza Capital Management
Illinois
– -$270K -669 Closed
OWCM
925
One Wealth Capital Management
Arizona
– -$270K -667 Closed
35 36
37
38 39