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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
726
Elevation Wealth Partners
California
$8.07K +$2.17K +9 +39%
MPW
727
MASECO Private Wealth
$7.82K +$7.46K +31 New
MFP
728
Meramec Financial Planners
Missouri
$7.35K +$11.3K +47 New
CPG
729
Cornerstone Planning Group
New Jersey
$7K -$7.46K -31 -50%
BW
730
Bravera Wealth
North Dakota
$6.81K +$6.5K +27 New
FAMI
731
Fideuram Asset Management (Ireland)
$6.37K +$3.13K +13 New
DI
732
DAGCO Inc
Ohio
$5.8K +$2.65K +11 +92%
CB
733
CNB Bank
Pennsylvania
$5.55K – – –
MGI
734
Miller Global Investments
Texas
$5.55K +$5.29K +22 New
PG
735
Proffitt & Goodson
Tennessee
$5.05K -$5.54K -23 -53%
RF
736
Robbins Farley
New Hampshire
$5.05K – – –
FC
737
Financial Consulate
Maryland
$5.05K +$3.61K +15 +300%
HHCP
738
Hilton Head Capital Partners
South Carolina
$5.05K +$4.81K +20 New
MB
739
MidFirst Bank
Oklahoma
$5.05K +$4.81K +20 New
NSIM
740
North Star Investment Management
Illinois
$4.54K +$4.33K +18 New
CFFP
741
Center for Financial Planning
Michigan
$4.29K +$4.09K +17 New
UFPG
742
United Financial Planning Group
New York
$4.29K +$4.09K +17 New
HHMI
743
Howard Hughes Medical Institute
Maryland
$4.04K – – –
LI
744
LRI Investments
Florida
$4.04K – – –
KFI
745
Key Financial Inc
Pennsylvania
$3.78K -$241 -1 -6%
AAG
746
Armstrong Advisory Group
Massachusetts
$3.53K -$2.41K -10 -42%
BWL
747
Bogart Wealth LLC
Virginia
$3.53K – – –
CFM
748
Cornerstone Financial Management
Massachusetts
$3.53K +$3.37K +14 New
TAM
749
Tucker Asset Management
Colorado
$3.53K +$3.37K +14 New
OP
750
ORG Partners
Indiana
$3.53K -$14.2K -59 -81%
28 29
30
31 32