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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
851
Armstrong Advisory Group
Massachusetts
$21.3K – – –
RTC
852
Riverview Trust Company
Washington
$21.3K – – –
PWMG
853
Private Wealth Management Group
New Jersey
$20.8K – – –
IRAG
854
Investment Research & Advisory Group
Georgia
$20.8K – – –
RCM
855
Raleigh Capital Management
North Carolina
$20.3K -$3.61K -7 -14%
CAL
856
Capital Advisors Ltd
Ohio
$20K – – –
RS
857
Rakuten Securities
Japan
$19.4K +$19.6K +38 +1,900%
GCM
858
Gables Capital Management
Florida
$18.9K – – –
JSAM
859
J. Safra Asset Management
New York
$18.4K – – –
GKIM
860
GW&K Investment Management
Massachusetts
$18K +$1.03K +2 +6%
AP
861
Aspect Partners
Virginia
$17K – – –
MFC
862
Mechanics Financial Corp
Ohio
$17K – – –
MEG
863
Millstone Evans Group
Colorado
$17K +$18K +35 New
SO
864
Sierra Ocean
California
$17K +$18K +35 New
RTL
865
Red Tortoise LLC
Georgia
$16.5K – – –
QL
866
Quarry LP
New York
$16.5K +$17.5K +34 New
TPW
867
Talon Private Wealth
Florida
$16K – – –
KPP
868
Kings Path Partners
Texas
$14.5K – – –
CPL
869
Capital & Planning LLC
Georgia
$14.5K +$15.5K +30 New
PFG
870
Putney Financial Group
California
$14.5K +$15.5K +30 New
SWM
871
Spire Wealth Management
Virginia
$14.1K -$10.3K -20 -41%
RF
872
Robbins Farley
New Hampshire
$12.1K – – –
AWM
873
Abound Wealth Management
Tennessee
$11.9K +$2.58K +5 +26%
KWAG
874
Kiely Wealth Advisory Group
North Carolina
$11.6K – – –
GEA
875
Glen Eagle Advisors
New Jersey
$11.1K – – –
33 34
35
36 37