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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
1001
Capital & Planning LLC
Georgia
– -$14.5K -30 Closed
KPP
1002
Kings Path Partners
Texas
– -$14.5K -30 Closed
SC
1003
Stance Capital
Massachusetts
– -$10.7K -22 Closed
EBA
1004
Eagle Bay Advisors
New York
– -$7.75K -16 Closed
CAS
1005
Coppell Advisory Solutions
Texas
– -$6.8K -14 Closed
PMFA
1006
Plante Moran Financial Advisors
Michigan
– -$6.78K -14 Closed
CWP
1007
Concord Wealth Partners
Virginia
– -$5.81K -12 Closed
AWM
1008
Avior Wealth Management
Nebraska
– -$5.33K -11 Closed
HCM
1009
Hollencrest Capital Management
California
– -$5.33K -11 Closed
MDA
1010
Minot DeBlois Advisors
Massachusetts
– -$5.33K -11 Closed
RL
1011
Rogco LP
Oklahoma
– -$4.84K -10 Closed
AFG
1012
Albion Financial Group
Utah
– -$3.88K -8 Closed
TAM
1013
Tucker Asset Management
Colorado
– -$3.39K -7 Closed
CFB
1014
Cullen/Frost Bankers
Texas
– -$2.42K -5 Closed
NSIM
1015
North Star Investment Management
Illinois
– -$1.45K -3 Closed
PWA
1016
Principia Wealth Advisory
Texas
– -$1.45K -3 Closed
SN
1017
Sittner & Nelson
Oregon
– -$1.45K -3 Closed
FG
1018
Fairman Group
Pennsylvania
– -$969 -2 Closed
BFPW
1019
BOK Financial Private Wealth
Colorado
– -$485 -1 Closed
CAM
1020
Chesapeake Asset Management
New York
– -$484 -1 Closed
HWA
1021
HHM Wealth Advisors
Tennessee
– -$485 -1 Closed
SMAM
1022
Sugar Maple Asset Management
Wisconsin
– -$484 -1 Closed
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