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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
626
Insigneo Advisory Services
Florida
$348K +$13.5K +28 +4%
NWAG
627
Net Worth Advisory Group
Utah
$346K +$328K +683 New
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$345K +$481 +1 +0.1%
RB
629
Renasant Bank
Mississippi
$344K -$481 -1 -0.1%
QCG
630
Quadrant Capital Group
Ohio
$341K +$2.88K +6 +0.9%
SWM
631
Salvus Wealth Management
New Jersey
$334K +$7.21K +15 +2%
FCI
632
Financial Counselors Inc
Kansas
$331K +$314K +654 New
LAM
633
Lakewood Asset Management
Illinois
$330K – – –
EWA
634
Exencial Wealth Advisors
Oklahoma
$328K -$346K -719 -53%
BWP
635
BSW Wealth Partners
Colorado
$327K +$311K +646 New
HFM
636
Harvest Fund Management
China
$326K +$150K +312 +94%
EAM
637
Empirical Asset Management
Massachusetts
$325K +$31.7K +66 +11%
D
638
Diversified
Delaware
$325K +$3.37K +7 +1%
DE
639
Diversified Enterprises
Delaware
$325K +$308K +641 New
OWP
640
ORG Wealth Partners
Texas
$324K +$307K +639 New
CAAS
641
Capital Asset Advisory Services
Michigan
$321K -$14.9K -31 -5%
MWM
642
MinichMacGregor Wealth Management
New York
$319K – – –
PF
643
Phoenix Financial
Israel
$319K -$5.29K -11 -2%
AWM
644
Axxcess Wealth Management
California
$316K -$14.9K -31 -5%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$314K -$15.4K -32 -5%
GA
646
Geller Advisors
New York
$314K -$7.69K -16 -3%
FTWA
647
Fifth Third Wealth Advisors
Ohio
$313K -$7.21K -15 -2%
FPAS
648
Focus Partners Advisor Solutions
Missouri
$309K +$35.6K +74 +14%
NCFG
649
New Century Financial Group
New Jersey
$308K +$14.4K +30 +5%
LSAG
650
Lake Street Advisors Group
New Hampshire
$306K -$12.5K -26 -4%
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26
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