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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
626
Signal Advisors Wealth
Michigan
$350K +$332K +690 New
IAS
627
Insigneo Advisory Services
Florida
$348K +$13.5K +28 +4%
NWAG
628
Net Worth Advisory Group
Utah
$346K +$328K +683 New
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$345K +$481 +1 +0.1%
RB
630
Renasant Bank
Mississippi
$344K -$481 -1 -0.1%
QCG
631
Quadrant Capital Group
Ohio
$341K +$2.88K +6 +0.9%
SWM
632
Salvus Wealth Management
New Jersey
$334K +$7.21K +15 +2%
FCI
633
Financial Counselors Inc
Kansas
$331K +$314K +654 New
LAM
634
Lakewood Asset Management
Illinois
$330K – – –
EWA
635
Exencial Wealth Advisors
Oklahoma
$328K -$346K -719 -53%
BWP
636
BSW Wealth Partners
Colorado
$327K +$311K +646 New
HFM
637
Harvest Fund Management
China
$326K +$150K +312 +94%
EAM
638
Empirical Asset Management
Massachusetts
$325K +$31.7K +66 +11%
D
639
Diversified
Delaware
$325K +$3.37K +7 +1%
DE
640
Diversified Enterprises
Delaware
$325K +$308K +641 New
OWP
641
ORG Wealth Partners
Texas
$324K +$307K +639 New
CAAS
642
Capital Asset Advisory Services
Michigan
$321K -$14.9K -31 -5%
MWM
643
MinichMacGregor Wealth Management
New York
$319K – – –
PF
644
Phoenix Financial
Israel
$319K -$5.29K -11 -2%
AWM
645
Axxcess Wealth Management
California
$316K -$14.9K -31 -5%
RCAG
646
Rehmann Capital Advisory Group
Michigan
$314K -$15.4K -32 -5%
GA
647
Geller Advisors
New York
$314K -$7.69K -16 -3%
FTWA
648
Fifth Third Wealth Advisors
Ohio
$313K -$7.21K -15 -2%
FPAS
649
Focus Partners Advisor Solutions
Missouri
$309K +$35.6K +74 +14%
NCFG
650
New Century Financial Group
New Jersey
$308K +$14.4K +30 +5%
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