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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
526
Krilogy Financial
Missouri
$724K -$35.9K -49 -5%
WF
527
WoodTrust Financial
Wisconsin
$720K – – –
FMI
528
Frec Markets Inc
California
$715K +$281K +384 +69%
SWM
529
Spire Wealth Management
Virginia
$710K +$142K +194 +26%
MYAM
530
Meiji Yasuda Asset Management
Japan
$709K +$3.66K +5 +0.5%
GSF
531
Grove Street Fiduciary
New Hampshire
$702K – – –
CAG
532
Crestwood Advisors Group
Massachusetts
$699K +$132K +180 +24%
IAA
533
Independent Advisor Alliance
North Carolina
$685K +$19.1K +26 +3%
LCGC
534
Legacy Capital Group California
California
$684K +$95.3K +130 +17%
MGIA
535
Moneta Group Investment Advisors
Missouri
$679K +$2.2K +3 +0.3%
NGA
536
Naples Global Advisors
Florida
$674K +$652K +889 New
CG
537
Cynosure Group
Utah
$674K +$652K +889 New
IA
538
Inspire Advisors
Idaho
$672K +$650K +887 New
OIMU
539
Osmosis Investment Management UK
United Kingdom
$671K +$649K +885 New
CAM
540
Cresset Asset Management
Illinois
$662K -$19.8K -27 -3%
TSMHT
541
Thurston Springer Miller Herd & Titak
Indiana
$658K +$106K +144 +20%
HP
542
Havemeyer Place
Connecticut
$658K -$1.27M -1,737 -67%
TPM
543
Triasima Portfolio Management
Quebec, Canada
$655K – – –
WC
544
Waterloo Capital
Texas
$655K -$575K -785 -48%
ATPW
545
Ashton Thomas Private Wealth
Arizona
$655K -$3.66K -5 -0.6%
CIA
546
Compass Ion Advisors
Pennsylvania
$650K – – –
OIA
547
OneDigital Investment Advisors
Kansas
$647K -$101K -138 -14%
GWP
548
Gateway Wealth Partners
Wisconsin
$644K +$71.8K +98 +13%
HWA
549
Heartwood Wealth Advisors
Virginia
$644K – – –
BMCM
550
Burns Matteson Capital Management
New York
$644K +$12.5K +17 +2%
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