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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
301
Peak Financial Advisors
Colorado
$2.21M +$1.44M +2,576 +180%
VAS
302
Vestmark Advisory Solutions
Massachusetts
$2.18M +$2.21M +3,961 New
FM
303
Freemont Management
Switzerland
$2.15M +$1.45M +2,600 +200%
LWAM
304
Legacy Wealth Asset Management
Minnesota
$2.05M -$252K -452 -11%
FMTC
305
Farmers & Merchants Trust Company
California
$2.01M – – –
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$2M -$829K -1,486 -29%
LTAS
307
Linden Thomas Advisory Services
North Carolina
$2M +$74.7K +134 +4%
KAS
308
Kestra Advisory Services
Texas
$1.99M +$271K +486 +16%
WSCM
309
Wellington Shields Capital Management
New York
$1.96M – – –
X
310
Xponance
Pennsylvania
$1.91M -$408K -732 -17%
PS
311
Principal Securities
Iowa
$1.9M -$118K -211 -6%
AG
312
AIA Group
Hong Kong
$1.87M +$1.89M +3,393 New
NG
313
Norden Group
Utah
$1.84M -$192K -345 -9%
VF
314
Vest Financial
Virginia
$1.83M -$1.79M -3,218 -49%
I
315
InceptionR
California
$1.82M +$1.16M +2,074 +169%
NFSG
316
Newbridge Financial Services Group
Florida
$1.81M +$110K +197 +6%
AWAU
317
Alliance Wealth Advisors (Utah)
Utah
$1.74M -$747K -1,339 -30%
CCM
318
Candelo Capital Management
New York
$1.7M -$3.27M -5,869 -66%
MAM
319
Martingale Asset Management
Massachusetts
$1.69M -$24.8M -44,549 -94%
CMANY
320
Capital Management Associates (New York)
New York
$1.65M – – –
BEI
321
Benjamin Edwards Inc
Missouri
$1.64M +$80.9K +145 +5%
EDRH
322
Edmond de Rothschild Holding
Switzerland
$1.64M -$581K -1,041 -26%
CGH
323
Crossmark Global Holdings
Texas
$1.63M +$186K +333 +13%
QIM
324
Quest Investment Management
Oregon
$1.61M -$53K -95 -3%
FBT
325
First Bankers Trust
Kentucky
$1.6M -$38.5K -69 -2%
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