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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
976
GeoWealth Management
Illinois
– -$103K -256 Closed
HAI
977
Hennessy Advisors Inc
California
– -$98.2K -243 Closed
OWA
978
Opal Wealth Advisors
New York
– -$50.5K -125 Closed
OCM
979
Osterweis Capital Management
California
– -$48.1K -119 Closed
PC
980
Promus Capital
Illinois
– -$47.7K -118 Closed
CWP
981
Clark Wealth Partners
Illinois
– -$36.4K -90 Closed
TCM
982
Tradewinds Capital Management
Washington
– -$28.3K -70 Closed
BC
983
Bayforest Capital
United Kingdom
– -$25.1K -62 Closed
BOJHT
984
Bank of Jackson Hole Trust
Wyoming
– -$19.8K -49 Closed
MYIA
985
Mount Yale Investment Advisors
Colorado
– -$19.8K -49 Closed
NC
986
NewSquare Capital
Pennsylvania
– -$17.4K -43 Closed
CSP
987
Cary Street Partners
Virginia
– -$13.7K -34 Closed
GC
988
GFG Capital
Florida
– -$12.1K -30 Closed
PFG
989
Putney Financial Group
California
– -$12.1K -30 Closed
GEA
990
Glen Eagle Advisors
New Jersey
– -$9.3K -23 Closed
WA
991
Whipplewood Advisors
Colorado
– -$9.3K -23 Closed
GC
992
Garde Capital
Washington
– -$8.09K -20 Closed
WIM
993
Westside Investment Management
California
– -$6.51K -16 Closed
PW
994
Pandora Wealth
Illinois
– -$5.25K -13 Closed
CWA
995
Carolina Wealth Advisors
South Carolina
– -$4.45K -11 Closed
SO
996
Sierra Ocean
California
– -$4.45K -11 Closed
AS
997
Altshuler Shaham
Israel
– -$4.04K -10 Closed
LFA
998
LGT Financial Advisors
Texas
– -$4.04K -10 Closed
AAS
999
Ameritas Advisory Services
Nebraska
– -$3.64K -9 Closed
BI
1000
Binnacle Investments
Iowa
– -$3.23K -8 Closed
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40
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