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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
826
Aspect Partners
Virginia
$17.7K – – –
MFC
827
Mechanics Financial Corp
Ohio
$17.7K – – –
BCMLT
828
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.7K +$13.9K +29 +483%
HT
829
Headlands Technologies
Illinois
$17.7K +$16.8K +35 New
RTL
830
Red Tortoise LLC
Georgia
$17.2K – – –
PS
831
Planned Solutions
California
$16.7K +$15.9K +33 New
TPW
832
Talon Private Wealth
Florida
$16.7K +$15.9K +33 New
KPP
833
Kings Path Partners
Texas
$15.2K – – –
CFGS
834
Concourse Financial Group Securities
Alabama
$15.2K +$961 +2 +7%
BWP
835
Baldwin Wealth Partners
Massachusetts
$14.7K +$7.21K +15 +107%
HCP
836
Hexagon Capital Partners
Arkansas
$13.2K -$25.5K -53 -67%
RF
837
Robbins Farley
New Hampshire
$12.7K -$4.81K -10 -29%
KWAG
838
Kiely Wealth Advisory Group
North Carolina
$12.1K – – –
GEA
839
Glen Eagle Advisors
New Jersey
$11.7K – – –
GWM
840
Geneos Wealth Management
Colorado
$11.7K +$11.1K +23 New
CB
841
CNB Bank
Pennsylvania
$11.1K – – –
DPW
842
DiNuzzo Private Wealth
Pennsylvania
$11.1K +$481 +1 +5%
CCA
843
Criterion Capital Advisors
Tennessee
$10.8K – – –
PG
844
Proffitt & Goodson
Tennessee
$10.1K – – –
NAAA
845
New Age Alpha Advisors
New York
$10.1K – – –
TC
846
Truvestments Capital
Florida
$10.1K +$9.62K +20 New
AWM
847
Abound Wealth Management
Tennessee
$9.63K – – –
CWM
848
Compass Wealth Management
Connecticut
$9.63K – – –
BGAI
849
Bruce G. Allen Investments
Colorado
$9.63K – – –
KSWA
850
Kathleen S. Wright Associates
Pennsylvania
$9.63K – – –
32 33
34
35 36