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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
626
Salomon & Ludwin
Virginia
$6.63K -$6.26K -34 -45%
BCM
627
Boreal Capital Management
Florida
$6.02K – – –
GSEP
628
Golden State Equity Partners
California
$6.02K +$6.99K +38 New
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$5.7K +$5.15K +28 +350%
HWA
630
Heritage Wealth Advisors
Virginia
$5.7K +$6.62K +36 New
KG
631
Kilter Group
New York
$5.54K -$13.1K -71 -67%
MEG
632
Millstone Evans Group
Colorado
$5.54K – – –
RTL
633
Red Tortoise LLC
Georgia
$5.38K – – –
BGAI
634
Bruce G. Allen Investments
Colorado
$5.22K -$920 -5 -13%
CFM
635
Cornerstone Financial Management
Massachusetts
$5.22K +$3.5K +19 +136%
CT
636
Colonial Trust
South Carolina
$5.13K -$4.78K -26 -45%
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.07K -$13.6K -74 -70%
S
638
Sachetta
Massachusetts
$4.91K +$4.6K +25 +417%
MPW
639
MASECO Private Wealth
$4.91K – – –
AAG
640
Armstrong Advisory Group
Massachusetts
$4.59K +$2.76K +15 +107%
EFMH
641
E Fund Management (HK)
Hong Kong
$4.59K +$5.34K +29 New
SWM
642
Spire Wealth Management
Virginia
$4.43K +$3.68K +20 +250%
JWA
643
JFS Wealth Advisors
Pennsylvania
$4.28K -$6.44K -35 -56%
MAM
644
Marquette Asset Management
Minnesota
$4.28K +$2.76K +15 +125%
SC
645
SouthState Corp
Florida
$3.8K +$2.94K +16 +200%
CB
646
CNB Bank
Pennsylvania
$3.48K – – –
MGI
647
Miller Global Investments
Texas
$3.48K – – –
WBC
648
West Branch Capital
Massachusetts
$3.33K -$11.8K -64 -75%
NL
649
NVWM LLC
Pennsylvania
$3.33K +$3.13K +17 +425%
SWM
650
SHP Wealth Management
Massachusetts
$3.17K +$3.5K +19 +1,900%
24 25
26
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