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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
826
Jackson Grant Investment Advisers
Connecticut
$6.74K – – –
OC
827
Oakworth Capital
Alabama
$6.74K – – –
KFI
828
Key Financial Inc
Pennsylvania
$6.74K +$445 +1 +7%
MCM
829
Manchester Capital Management
Vermont
$6.74K +$445 +1 +7%
BWP
830
Baldwin Wealth Partners
Massachusetts
$6.29K +$6.23K +14 New
CWC
831
Carolinas Wealth Consulting
North Carolina
$5.84K -$445 -1 -7%
PCWA
832
Pacific Capital Wealth Advisors
California
$5.84K +$5.78K +13 New
S
833
Sachetta
Massachusetts
$5.49K +$3.56K +8 +267%
GWSA
834
Global Wealth Strategies & Associates
Colorado
$5.39K – – –
AWM
835
Avior Wealth Management
Nebraska
$5.39K -$12.9K -29 -71%
GFPC
836
Global Financial Private Client
Florida
$4.94K – – –
ACM
837
Anfield Capital Management
California
$4.94K +$4.89K +11 New
CAS
838
Coppell Advisory Solutions
Texas
$4.94K +$4.89K +11 New
CC
839
Cultivar Capital
Texas
$4.94K +$4.89K +11 New
HI
840
Harbour Investments
Wisconsin
$4.49K -$1.33K -3 -23%
RL
841
Rogco LP
Oklahoma
$4.49K -$890 -2 -17%
IFAM
842
Institutional & Family Asset Management
Colorado
$4.49K – – –
PWMG
843
Prestige Wealth Management Group
New Jersey
$4.49K – – –
SWA
844
SOA Wealth Advisors
New York
$4.49K – – –
AFG
845
Albion Financial Group
Utah
$3.59K – – –
AS
846
Altshuler Shaham
Israel
$3.59K – – –
BWL
847
Bogart Wealth LLC
Virginia
$3.59K – – –
DF
848
Dunhill Financial
United Kingdom
$3.48K +$890 +2 +33%
RWA
849
Redmont Wealth Advisors
Illinois
$3.14K – – –
BAM
850
Bellevue Asset Management
Washington
$3.14K +$445 +1 +17%
32 33
34
35 36