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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
926
Regions Financial Corp
Alabama
– -$268K -663 Closed
HT
927
Headlands Technologies
Illinois
– -$267K -660 Closed
TPI
928
Trust Point Inc
Wisconsin
– -$266K -657 Closed
WI
929
WrapManager Inc
California
– -$266K -657 Closed
BMCM
930
Burns Matteson Capital Management
New York
– -$264K -654 Closed
HKIMG
931
Hutchens & Kramer Investment Management Group
Indiana
– -$266K -653 Closed
BWM
932
Baron Wealth Management
Michigan
– -$264K -652 Closed
LAM
933
Lakewood Asset Management
Illinois
– -$263K -651 Closed
DE
934
Diversified Enterprises
Delaware
– -$256K -634 Closed
MWM
935
MinichMacGregor Wealth Management
New York
– -$255K -630 Closed
OPCM
936
Osborne Partners Capital Management
California
– -$253K -625 Closed
CP
937
Castleview Partners
Texas
– -$251K -622 Closed
FTWA
938
Fifth Third Wealth Advisors
Ohio
– -$248K -614 Closed
TA
939
Tectonic Advisors
Texas
– -$245K -605 Closed
GWP
940
Gen-Wealth Partners
Michigan
– -$244K -603 Closed
CAM
941
Claret Asset Management
Quebec, Canada
– -$240K -593 Closed
MPM
942
MBB Public Markets
Illinois
– -$239K -592 Closed
TCBWMS
943
Texas Capital Bank Wealth Management Services
Texas
– -$239K -592 Closed
BP
944
Ballentine Partners
Massachusetts
– -$238K -589 Closed
CCWM
945
Cassaday & Co Wealth Management
Virginia
– -$236K -585 Closed
RCAG
946
Rehmann Capital Advisory Group
Michigan
– -$236K -585 Closed
KP
947
Keel Point
Alabama
– -$236K -583 Closed
KCP
948
Kera Capital Partners
California
– -$236K -583 Closed
LCWP
949
Legacy Capital Wealth Partners
Arkansas
– -$235K -582 Closed
MWM
950
Mission Wealth Management
California
– -$234K -579 Closed
36 37
38
39 40