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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
751
Howard Wealth Management
Connecticut
$242K – – –
HEIP
752
Hudson Edge Investment Partners
New Jersey
$242K +$1.47K +2 +0.6%
PA
753
Parallel Advisors
California
$239K +$8.06K +11 +4%
CA
754
COFG Advisors
Illinois
$238K – – –
PCM
755
Polymer Capital Management
New York
$237K -$643K -877 -74%
DW
756
Dodds Wealth
Colorado
$236K +$229K +312 New
GWM
757
GK Wealth Management
Nevada
$235K +$227K +310 New
BAM
758
Belpointe Asset Management
Nevada
$233K -$5.13K -7 -2%
CAM
759
Claret Asset Management
Quebec, Canada
$232K -$119K -163 -35%
CCMI
760
Creative Capital Management Investments
California
$232K +$4.4K +6 +2%
PTP
761
Platform Technology Partners
New York
$230K +$2.93K +4 +1%
SAG
762
SageView Advisory Group
California
$230K +$2.2K +3 +1%
SAM
763
Smartleaf Asset Management
Massachusetts
$229K – – –
AWA
764
Arkadios Wealth Advisors
Georgia
$228K +$221K +301 New
NW
765
NewEdge Wealth
Pennsylvania
$228K +$221K +301 New
HFAS
766
Hummer Financial Advisory Services
Illinois
$227K – – –
AWM
767
Aureum Wealth Management
Florida
$227K – – –
XF
768
XML Financial
Maryland
$227K – – –
PAM
769
Paradigm Asset Management
New York
$227K +$220K +300 New
GT
770
Glenview Trust
Kentucky
$227K -$83.5K -114 -28%
BC
771
BDFS Capital
Delaware
$226K – – –
WWM
772
Western Wealth Management
Colorado
$226K -$82.1K -112 -27%
KFAS
773
Keating Financial Advisory Services
Kansas
$225K -$121K -165 -36%
SAM
774
Strategy Asset Managers
California
$224K -$2.2K -3 -1%
SC
775
Sapient Capital
Indiana
$222K +$215K +293 New
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