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Curtiss-Wright
CW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
901
Atlas Capital Advisors
Wyoming
$4.55K – – –
AA
902
Addison Advisors
Vermont
$3.79K – – –
NSIM
903
North Star Investment Management
Illinois
$3.79K – – –
BIA
904
Bell Investment Advisors
California
$3.79K +$733 +1 +25%
GG
905
Gleason Group
Kentucky
$3.79K +$3.66K +5 New
VWA
906
Valued Wealth Advisors
Utah
$3.05K – – –
TCM
907
Triumph Capital Management
Colorado
$3.03K -$8.06K -11 -73%
BWL
908
Bogart Wealth LLC
Virginia
$3.03K – – –
BW
909
Bravera Wealth
North Dakota
$3.03K – – –
PMFA
910
Plante Moran Financial Advisors
Michigan
$3.03K – – –
MIM
911
Marshall Investment Management
Colorado
$3.03K +$2.93K +4 New
WETS
912
Wealth Enhancement Trust Services
South Dakota
$3.03K +$2.93K +4 New
WBWA
913
William B. Walkup & Associates
South Carolina
$3.03K +$2.93K +4 New
FMP
914
Financial Management Professionals
Texas
$2.27K – – –
KG
915
Kilter Group
New York
$2.27K – – –
PSFG
916
Park Square Financial Group
Georgia
$2.27K -$2.2K -3 -50%
BWM
917
Benson Wealth Management
Tennessee
$2.27K – – –
CFM
918
Cornerstone Financial Management
Massachusetts
$2.27K +$733 +1 +50%
CAL
919
Capital Advisors Ltd
Ohio
$2K – – –
BGAI
920
Bruce G. Allen Investments
Colorado
$1.52K -$1.47K -2 -50%
1CP
921
1015 Capital Partners
Pennsylvania
$1.52K – – –
SGK
922
Steigerwald Gordon & Koch
Virginia
$1.52K – – –
PWA
923
Principia Wealth Advisory
Texas
$1.52K +$733 +1 +100%
GWM
924
Geneos Wealth Management
Colorado
$1.52K +$1.47K +2 New
NWM
925
Navigoe Wealth Management
California
$1K +$1.47K +2 New
35 36
37
38 39