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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
651
Cannell & Spears
New York
$302K -$13.3K -20 -4%
TCM
652
TABR Capital Management
California
$301K +$294K +442 New
VT
653
Vise Technologies
New York
$300K – – –
JTWM
654
Jackson Thornton Wealth Management
Alabama
$298K +$12.6K +19 +5%
MIA
655
MeadowBrook Investment Advisors
Michigan
$296K -$134K -202 -32%
IFS
656
Ifrah Financial Services
Arkansas
$295K -$7.98K -12 -3%
IP
657
Indivisible Partners
Florida
$293K +$286K +430 New
VWM
658
Venturi Wealth Management
Texas
$292K +$285K +429 New
HW
659
Hancock Whitney
Mississippi
$292K -$101K -152 -27%
CW
660
CreativeOne Wealth
Kansas
$292K -$78.5K -118 -22%
RA
661
RFG Advisory
Alabama
$290K -$4.66K -7 -2%
EW
662
Expressive Wealth
Illinois
$290K -$214K -321 -45%
AMPWP
663
Alvarez & Marsal Private Wealth Partners
Florida
$288K +$281K +423 New
EFS
664
Essex Financial Services
Connecticut
$287K +$33.3K +50 +13%
BA
665
Bridgewater Advisors
New York
$286K +$1.33K +2 +0.5%
WTA
666
Washington Trust Advisors
Massachusetts
$286K -$665 -1 -0.2%
JRPIM
667
Journey Retirement Planning & Investment Management
Idaho
$285K -$583K -877 -68%
PFS
668
Prospera Financial Services
Texas
$285K +$279K +419 New
CWM
669
Cordatus Wealth Management
Pennsylvania
$284K +$277K +417 New
CWG
670
Cornerstone Wealth Group
North Carolina
$283K +$8.65K +13 +3%
GT
671
Glenview Trust
Kentucky
$281K +$665 +1 +0.2%
HWA
672
HHM Wealth Advisors
Tennessee
$279K – – –
WWM
673
Western Wealth Management
Colorado
$279K +$273K +410 New
MA
674
Montag & Associates
Georgia
$277K +$48.6K +73 +22%
LIWM
675
Long Island Wealth Management
New York
$276K – – –
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