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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
851
Bellevue Asset Management
Washington
$3.14K +$445 +1 +17%
TWP
852
Triad Wealth Partners
Kansas
$3.14K +$3.11K +7 New
TAM
853
Tucker Asset Management
Colorado
$3.14K +$3.11K +7 New
EWP
854
Elevation Wealth Partners
California
$2.69K +$2.67K +6 New
BCMLT
855
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.69K – – –
SC
856
Solstein Capital
California
$2.69K – – –
DIP
857
DT Investment Partners
Pennsylvania
$2.25K +$2.23K +5 New
CA
858
Continuum Advisory
Idaho
$2.25K – – –
FG
859
Fairman Group
Pennsylvania
$2.25K – – –
TCM
860
TD Capital Management
Tennessee
$2.25K – – –
LSA
861
Leonteq Securities AG
Switzerland
$2.25K +$890 +2 +67%
TWD
862
True Wealth Design
Ohio
$1.8K +$445 +1 +33%
WPA
863
West Paces Advisors
Georgia
$1.8K – – –
SWM
864
Sanctuary Wealth Management
Idaho
$1.8K +$1.78K +4 New
WWM
865
Wolff Wiese Magana
California
$1.35K – – –
NSIM
866
North Star Investment Management
Illinois
$1.35K – – –
IC
867
Innealta Capital
Texas
$1.35K +$1.33K +3 New
RI
868
Ridgewood Investments
New Jersey
$1.29K +$1.33K +3 New
TFM
869
TFC Financial Management
Massachusetts
$899 -$445 -1 -33%
WWP
870
WR Wealth Planners
Missouri
$898 – – –
BIM
871
Breakwater Investment Management
Washington
$450 – – –
RWMG
872
Redwood Wealth Management Group
New Jersey
$449 +$445 +1 New
BHWM
873
Beaird Harris Wealth Management
Texas
$288 +$445 +1 New
DWM
874
Dogwood Wealth Management
Kansas
$4 – – –
DCP
875
Durable Capital Partners
Maryland
– -$71M -148,882 Closed
33 34
35
36 37