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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
576
Keating Financial Advisory Services
Kansas
$22.3K +$14.7K +80 +131%
TPWA
577
Twin Peaks Wealth Advisors
California
$22.2K +$25.8K +140 New
RF
578
Rossby Financial
Florida
$22.1K -$22.6K -123 -46%
PTC
579
Private Trust Company
Ohio
$21.5K -$5.15K -28 -17%
SIC
580
SJS Investment Consulting
Ohio
$21.1K -$44.5K -242 -65%
MCM
581
MV Capital Management
Maryland
$21.1K +$16.2K +88 +196%
BTI
582
Blue Trust Inc
Georgia
$20.7K -$18.8K -102 -44%
QL
583
Quarry LP
New York
$17.6K +$20.4K +111 New
RDFA
584
Ritter Daniher Financial Advisory
Ohio
$17.4K – – –
RS
585
Rakuten Securities
Japan
$16.8K +$368 +2 +2%
WPA
586
Wealth Preservation Advisors
Tennessee
$16.8K +$19.5K +106 New
EF
587
Entrust Financial
Pennsylvania
$16.5K – – –
IAIM
588
International Assets Investment Management
Florida
$16.4K +$6.62K +36 +51%
SC
589
Stance Capital
Massachusetts
$15.8K +$18.4K +100 New
OWP
590
ORG Wealth Partners
Texas
$15.7K – – –
BCWM
591
Bartlett & Co Wealth Management
Ohio
$14.9K +$736 +4 +4%
C
592
Covestor
United Kingdom
$14K +$6.07K +33 +66%
CMP
593
Coston McIsaac & Partners
Maine
$13K – – –
SFG
594
Strive Financial Group
Indiana
$13K – – –
SS
595
SBI Securities
Japan
$13K – – –
CPG
596
Cornerstone Planning Group
New Jersey
$12.9K +$10.1K +55 +177%
OAJ
597
Ogorek Anthony Joseph
New York
$12K -$13.1K -71 -48%
SFAM
598
Sawyer Falduto Asset Management
Illinois
$11.9K – – –
AA
599
Addison Advisors
Vermont
$11.6K +$5.34K +29 +66%
RFP
600
Root Financial Partners
California
$10.8K +$5.89K +32 +89%
22 23
24
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