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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
576
Twin Peaks Wealth Advisors
California
$22.2K +$25.8K +140 New
RF
577
Rossby Financial
Florida
$22.1K -$22.6K -123 -46%
PTC
578
Private Trust Company
Ohio
$21.5K -$5.15K -28 -17%
SIC
579
SJS Investment Consulting
Ohio
$21.1K -$44.5K -242 -65%
MCM
580
MV Capital Management
Maryland
$21.1K +$16.2K +88 +196%
BTI
581
Blue Trust Inc
Georgia
$20.7K -$18.8K -102 -44%
QL
582
Quarry LP
New York
$17.6K +$20.4K +111 New
RDFA
583
Ritter Daniher Financial Advisory
Ohio
$17.4K – – –
RS
584
Rakuten Securities
Japan
$16.8K +$368 +2 +2%
WPA
585
Wealth Preservation Advisors
Tennessee
$16.8K +$19.5K +106 New
EF
586
Entrust Financial
Pennsylvania
$16.5K – – –
IAIM
587
International Assets Investment Management
Florida
$16.4K +$6.62K +36 +51%
SC
588
Stance Capital
Massachusetts
$15.8K +$18.4K +100 New
OWP
589
ORG Wealth Partners
Texas
$15.7K – – –
BCWM
590
Bartlett & Co Wealth Management
Ohio
$14.9K +$736 +4 +4%
C
591
Covestor
United Kingdom
$14K +$6.07K +33 +66%
CMP
592
Coston McIsaac & Partners
Maine
$13K – – –
SFG
593
Strive Financial Group
Indiana
$13K – – –
SS
594
SBI Securities
Japan
$13K – – –
CPG
595
Cornerstone Planning Group
New Jersey
$12.9K +$10.1K +55 +177%
OAJ
596
Ogorek Anthony Joseph
New York
$12K -$13.1K -71 -48%
SFAM
597
Sawyer Falduto Asset Management
Illinois
$11.9K – – –
AA
598
Addison Advisors
Vermont
$11.6K +$5.34K +29 +66%
RFP
599
Root Financial Partners
California
$10.8K +$5.89K +32 +89%
WETS
600
Wealth Enhancement Trust Services
South Dakota
$10.1K – – –
22 23
24
25 26