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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1001
Talon Private Wealth
Florida
– -$16K -33 Closed
CPL
1002
Capital & Planning LLC
Georgia
– -$14.5K -30 Closed
KPP
1003
Kings Path Partners
Texas
– -$14.5K -30 Closed
SC
1004
Stance Capital
Massachusetts
– -$10.7K -22 Closed
EBA
1005
Eagle Bay Advisors
New York
– -$7.75K -16 Closed
CAS
1006
Coppell Advisory Solutions
Texas
– -$6.8K -14 Closed
PMFA
1007
Plante Moran Financial Advisors
Michigan
– -$6.78K -14 Closed
CWP
1008
Concord Wealth Partners
Virginia
– -$5.81K -12 Closed
AWM
1009
Avior Wealth Management
Nebraska
– -$5.33K -11 Closed
HCM
1010
Hollencrest Capital Management
California
– -$5.33K -11 Closed
MDA
1011
Minot DeBlois Advisors
Massachusetts
– -$5.33K -11 Closed
RL
1012
Rogco LP
Oklahoma
– -$4.84K -10 Closed
AFG
1013
Albion Financial Group
Utah
– -$3.88K -8 Closed
TAM
1014
Tucker Asset Management
Colorado
– -$3.39K -7 Closed
CFB
1015
Cullen/Frost Bankers
Texas
– -$2.42K -5 Closed
NSIM
1016
North Star Investment Management
Illinois
– -$1.45K -3 Closed
PWA
1017
Principia Wealth Advisory
Texas
– -$1.45K -3 Closed
SN
1018
Sittner & Nelson
Oregon
– -$1.45K -3 Closed
FG
1019
Fairman Group
Pennsylvania
– -$969 -2 Closed
BFPW
1020
BOK Financial Private Wealth
Colorado
– -$485 -1 Closed
CAM
1021
Chesapeake Asset Management
New York
– -$484 -1 Closed
HCA
1022
Heck Capital Advisors
Wisconsin
– -$484 -1 Closed
HWA
1023
HHM Wealth Advisors
Tennessee
– -$485 -1 Closed
SMAM
1024
Sugar Maple Asset Management
Wisconsin
– -$484 -1 Closed
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