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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
926
Headlands Technologies
Illinois
– -$267K -660 Closed
TPI
927
Trust Point Inc
Wisconsin
– -$266K -657 Closed
WI
928
WrapManager Inc
California
– -$266K -657 Closed
BMCM
929
Burns Matteson Capital Management
New York
– -$264K -654 Closed
HKIMG
930
Hutchens & Kramer Investment Management Group
Indiana
– -$266K -653 Closed
BWM
931
Baron Wealth Management
Michigan
– -$264K -652 Closed
LAM
932
Lakewood Asset Management
Illinois
– -$263K -651 Closed
DE
933
Diversified Enterprises
Delaware
– -$256K -634 Closed
MWM
934
MinichMacGregor Wealth Management
New York
– -$255K -630 Closed
OPCM
935
Osborne Partners Capital Management
California
– -$253K -625 Closed
CP
936
Castleview Partners
Texas
– -$251K -622 Closed
FTWA
937
Fifth Third Wealth Advisors
Ohio
– -$248K -614 Closed
TA
938
Tectonic Advisors
Texas
– -$245K -605 Closed
GWP
939
Gen-Wealth Partners
Michigan
– -$244K -603 Closed
CAM
940
Claret Asset Management
Quebec, Canada
– -$240K -593 Closed
MPM
941
MBB Public Markets
Illinois
– -$239K -592 Closed
TCBWMS
942
Texas Capital Bank Wealth Management Services
Texas
– -$239K -592 Closed
BP
943
Ballentine Partners
Massachusetts
– -$238K -589 Closed
CCWM
944
Cassaday & Co Wealth Management
Virginia
– -$236K -585 Closed
RCAG
945
Rehmann Capital Advisory Group
Michigan
– -$236K -585 Closed
KP
946
Keel Point
Alabama
– -$236K -583 Closed
KCP
947
Kera Capital Partners
California
– -$236K -583 Closed
LCWP
948
Legacy Capital Wealth Partners
Arkansas
– -$235K -582 Closed
MWM
949
Mission Wealth Management
California
– -$234K -579 Closed
SWP
950
Sagespring Wealth Partners
Tennessee
– -$234K -579 Closed
36 37
38
39 40