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Dynatrace

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
301
International Assets Investment Management
Florida
$40K +$36.4K +916 New
Ensign Peak Advisors
302
Ensign Peak Advisors
Utah
$34K -$96.2K -2,422 -76%
LWM
303
Liberty Wealth Management
California
$34K -$596 -15 -2%
BCV
304
Banque Cantonale Vaudoise
Switzerland
$34K +$1.51K +38 +5%
JCM
305
Jacobi Capital Management
Pennsylvania
$29K +$27K +680 New
First Manhattan
306
First Manhattan
New York
$28K -$1.43K -36 -5%
FEG
307
Financial Enhancement Group
Indiana
$27K -$1.43M -36,020 -98%
Lazard Asset Management
308
Lazard Asset Management
New York
$26K +$24.5K +617 New
PFBT
309
Parkside Financial Bank & Trust
Missouri
$22K -$159 -4 -0.8%
ASN
310
Advisory Services Network
Georgia
$22K +$5.08K +128 +34%
IA
311
IFP Advisors
Florida
$20K – – –
PWM
312
Perigon Wealth Management
California
$20K +$18.2K +459 New
PCG
313
Private Capital Group
Connecticut
$18K +$4.53K +114 +39%
AF
314
Advisornet Financial
Minnesota
$17K +$7.94K +200 +100%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
HFM
316
Harvest Fund Management
China
$13K -$19.3K -485 -61%
EWA
317
Evolution Wealth Advisors
Florida
$13K +$1.11K +28 +10%
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
$12K +$10.6K +266 New
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.5K +289 New
Loomis, Sayles & Company
320
Loomis, Sayles & Company
Massachusetts
$11K +$9.81K +247 New
S
321
SignatureFD
Georgia
$10K -$1.95K -49 -17%
MAM
322
Meeder Asset Management
Ohio
$9K – – –
BCA
323
Berman Capital Advisors
Georgia
$6K +$1.75K +44 +46%
EARNEST Partners
324
EARNEST Partners
Georgia
$5K – – –
ST
325
Smithfield Trust
Pennsylvania
$5K – – –