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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
526
PFG Investments
New York
$403K – – –
SPS
527
Susquehanna Portfolio Strategies
Pennsylvania
$397K -$1.23M -2,500 -77%
FWA
528
FSM Wealth Advisors
Ohio
$395K +$53.2K +108 +17%
IA
529
IFG Advisory
Georgia
$393K -$17.2K -35 -5%
APP
530
Avantax Planning Partners
Iowa
$390K -$140K -284 -28%
ATPW
531
Ashton Thomas Private Wealth
Arizona
$385K +$35K +71 +11%
MOS
532
MGO One Seven
Ohio
$380K -$42.9K -87 -11%
BWCS
533
Beirne Wealth Consulting Services
Connecticut
$379K +$344K +698 New
TSW
534
Three Seasons Wealth
Utah
$379K +$344K +698 New
PMAM
535
Picton Mahoney Asset Management
Ontario, Canada
$378K +$4.93K +10 +1%
BWIA
536
Bryant Woods Investment Advisors
New York
$376K – – –
SFS
537
Sowell Financial Services
Arkansas
$374K +$28.6K +58 +9%
AB
538
ANB Bank
Colorado
$371K -$6.9K -14 -2%
IA
539
IFP Advisors
Florida
$370K +$10.8K +22 +3%
SF
540
Summit Financial
New Jersey
$370K -$2.96K -6 -0.9%
PCM
541
Pennsylvania Capital Management
Pennsylvania
$365K +$493 +1 +0.1%
JCIA
542
Jackson Creek Investment Advisors
Colorado
$365K -$2.96K -6 -0.9%
VAG
543
VisionPoint Advisory Group
Texas
$363K +$85.7K +174 +35%
EC
544
EntryPoint Capital
New York
$363K +$329K +668 New
HWM
545
HB Wealth Management
Georgia
$363K +$329K +668 New
IWM
546
IHT Wealth Management
Illinois
$359K – – –
OF
547
Optimize Financial
California
$357K +$324K +657 New
MNBTD
548
Moody National Bank Trust Division
Texas
$355K – – –
MWM
549
Mission Wealth Management
California
$355K -$97.5K -198 -23%
AP
550
Atwood & Palmer
Missouri
$352K – – –
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