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Bentley Systems
BSY

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
351
Barrett & Company
Rhode Island
$1.49K +$1.63K +50 New
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.44K -$1.3K -40 -45%
FFO
353
Fortitude Family Office
Arizona
$1.41K -$1.69K -52 -53%
CFO
354
CVA Family Office
Colorado
$1.28K -$11K -339 -89%
CH
355
Cromwell Holdings
Wyoming
$1.23K +$683 +21 +105%
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$1.17K -$683 -21 -35%
SC
357
SouthState Corp
Florida
$1.17K -$423 -13 -25%
CA
358
Clearstead Advisors
Ohio
$1.17K +$455 +14 +56%
APFP
359
Action Point Financial Planning
Michigan
$1.17K +$1.37K +42 New
EWP
360
Elevation Wealth Partners
California
$1.11K -$4.39K -135 -78%
SWM
361
SHP Wealth Management
Massachusetts
$1.11K -$813 -25 -40%
NEWAS
362
N.E.W. Advisory Services
Wisconsin
$1.05K +$1.14K +35 New
MCM
363
MV Capital Management
Maryland
$1.02K -$1.33K -41 -55%
AWM
364
Activest Wealth Management
Florida
$956 +$1.04K +32 New
MCM
365
Manchester Capital Management
Vermont
$897 -$1.85K -57 -66%
SS
366
SBI Securities
Japan
$747 -$325 -10 -29%
WETS
367
Wealth Enhancement Trust Services
South Dakota
$747 +$813 +25 New
KFAS
368
Keating Financial Advisory Services
Kansas
$687 – – –
BHWM
369
Bay Harbor Wealth Management
Maryland
$658 -$455 -14 -39%
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$598 +$98 +3 +18%
PS
371
Planning Strategies
Pennsylvania
$598 +$650 +20 New
TFM
372
TFC Financial Management
Massachusetts
$568 +$618 +19 New
PWA
373
Physician Wealth Advisors
Utah
$509 -$25.2K -774 -98%
BFS
374
Bare Financial Services
Pennsylvania
$508 -$423 -13 -43%
LSA
375
Leonteq Securities AG
Switzerland
$478 – – –
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