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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
826
Robbins Farley
New Hampshire
$8.09K – – –
TC
827
Truvestments Capital
Florida
$8.08K – – –
BGAI
828
Bruce G. Allen Investments
Colorado
$7.68K – – –
AWM
829
Activest Wealth Management
Florida
$7.28K +$6.28K +15 +500%
AWM
830
Abound Wealth Management
Tennessee
$6.87K – – –
CIAS
831
CBIZ Investment Advisory Services
Ohio
$6.87K +$7.11K +17 New
WIM
832
Westside Investment Management
California
$6.51K +$6.7K +16 New
KFI
833
Key Financial Inc
Pennsylvania
$6.47K -$13K -31 -66%
LI
834
LRI Investments
Florida
$6.47K – – –
HHMI
835
Howard Hughes Medical Institute
Maryland
$6.47K +$6.7K +16 New
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$6.06K – – –
TCM
837
TD Capital Management
Tennessee
$6.06K – – –
VCM
838
Versant Capital Management
Arizona
$5.25K -$130K -310 -96%
OC
839
Oakworth Capital
Alabama
$5.25K – – –
PWMG
840
Prestige Wealth Management Group
New Jersey
$5.25K +$837 +2 +18%
TWD
841
True Wealth Design
Ohio
$5.25K +$2.51K +6 +86%
PW
842
Pandora Wealth
Illinois
$5.25K +$5.44K +13 New
AW
843
Avion Wealth
Texas
$5K +$2.93K +7 +117%
CPG
844
Cornerstone Planning Group
New Jersey
$4.88K -$2.93K -7 -26%
DI
845
DAGCO Inc
Ohio
$4.85K – – –
TCA
846
Trifecta Capital Advisors
Illinois
$4.45K – – –
SO
847
Sierra Ocean
California
$4.45K -$6.7K -16 -59%
ACM
848
Anfield Capital Management
California
$4.45K – – –
CWA
849
Carolina Wealth Advisors
South Carolina
$4.45K – – –
FWM
850
FSA Wealth Management
Massachusetts
$4.45K – – –
32 33
34
35 36