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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
826
Private Trust Company
Ohio
$20.4K +$1.33K +2 +7%
C
827
Covestor
United Kingdom
$20K -$12K -18 -38%
JWM
828
JPL Wealth Management
Colorado
$19.1K +$18.6K +28 New
FNWA
829
Financial Network Wealth Advisors
Utah
$18.4K -$1.33K -2 -7%
AIM
830
Anchor Investment Management
South Carolina
$17K – – –
TLFA
831
True Link Financial Advisors
California
$17K +$16.6K +25 New
VR
832
Vision Retirement
New Jersey
$16.5K – – –
RF
833
Robinswood Financial
Washington
$16.3K – – –
TWIM
834
TIAA Wealth Investment Management
New York
$15.7K +$15.3K +23 New
PWMG
835
Prestige Wealth Management Group
New Jersey
$15K – – –
SL
836
Salomon & Ludwin
Virginia
$13.9K – – –
CTWM
837
Cherry Tree Wealth Management
Minnesota
$13.6K – – –
IWP
838
IAG Wealth Partners
Wisconsin
$13.6K – – –
PWPS
839
Pinnacle Wealth Planning Services
Ohio
$13.6K -$2.66K -4 -17%
SWP
840
Strategic Wealth Partners
Ohio
$12.9K – – –
RWM
841
Raffa Wealth Management
District of Columbia
$12.9K +$665 +1 +6%
CTC
842
Central Trust Company
Missouri
$12.3K +$11.3K +17 +1,700%
MAM
843
Meeder Asset Management
Ohio
$11.6K -$3.99K -6 -26%
BLC
844
Brown, Lisle/Cummings
Rhode Island
$11.6K +$11.3K +17 New
RFS
845
Richardson Financial Services
Massachusetts
$11.6K -$3.33K -5 -23%
EWP
846
Elevation Wealth Partners
California
$10.9K -$665 -1 -6%
CT
847
Clearstead Trust
Maine
$10.2K – – –
TCM
848
Triumph Capital Management
Colorado
$10.2K +$9.98K +15 New
AW
849
Avion Wealth
Texas
$10K – – –
HFM
850
Harvest Fund Management
China
$10K +$9.31K +14 New
32 33
34
35 36