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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
551
Creative Financial Designs
Indiana
$6K – – –
GRP
552
Global Retirement Partners
California
$6K – – –
TWA
553
TCI Wealth Advisors
Arizona
$6K +$3.65K +21 +150%
CH
554
Canton Hathaway
Rhode Island
$6K +$6.08K +35 New
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.87K +28 New
SWA
556
Sutton Wealth Advisors
Florida
$4.56K +$1.56K +9 +56%
ZB
557
Zions Bancorporation
Utah
$4K -$6.08K -35 -64%
AF
558
Allworth Financial
California
$4K – – –
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
GWS
560
Glassman Wealth Services
Virginia
$4K +$869 +5 +28%
MWP
561
Meridian Wealth Partners
Pennsylvania
$4K +$4K +23 New
AIC
562
Ameritas Investment Company
Nebraska
$3.65K +$3.48K +20 New
IAIM
563
International Assets Investment Management
Florida
$3K – – –
JCM
564
Jacobi Capital Management
Pennsylvania
$3K – – –
CWP
565
Concord Wealth Partners
Virginia
$3K +$2.96K +17 New
GFPC
566
Global Financial Private Client
Florida
$2.06K – – –
BAM
567
Bellevue Asset Management
Washington
$2K -$348 -2 -14%
JPLA
568
Joseph P. Lucia & Associates
New York
$2K – – –
PWMG
569
Prestige Wealth Management Group
New Jersey
$2K – – –
SFO
570
Standard Family Office
South Dakota
$2K – – –
RWM
571
Raffa Wealth Management
District of Columbia
$1.83K – – –
BWM
572
BerganKDV Wealth Management
Minnesota
$1K – – –
MLFP
573
MPS Loria Financial Planners
Illinois
$1K – – –
MCM
574
MV Capital Management
Maryland
$1K +$695 +4 New
NC
575
Nitorum Capital
New York
– -$53.2M -332,094 Closed
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