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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$5K +$5.02K +126 New
GWM
352
Geneos Wealth Management
Colorado
$4K – – –
ST
353
Smithfield Trust
Pennsylvania
$4K – – –
CA
354
Crewe Advisors
Utah
$4K +$3.94K +99 New
CFO
355
CVA Family Office
Colorado
$4K +$4.38K +110 New
VVP
356
Venture Visionary Partners
Ohio
$3.94K +$3.98K +100 New
SIC
357
Salem Investment Counselors
North Carolina
$3K – – –
GWS
358
Glassman Wealth Services
Virginia
$3K +$1.95K +49 +213%
BIA
359
Bell Investment Advisors
California
$3K +$3.46K +87 New
AIM
360
Anchor Investment Management
South Carolina
$2.64K – – –
JWA
361
JFS Wealth Advisors
Pennsylvania
$2K -$1.11K -28 -33%
EWA
362
EverSource Wealth Advisors
Alabama
$2K – – –
PFBT
363
Parkside Financial Bank & Trust
Missouri
$2K +$1.15K +29 +97%
HI
364
Harbour Investments
Wisconsin
$2K +$1.59K +40 New
FPS
365
Fieldpoint Private Securities
Connecticut
$2K +$1.87K +47 New
FWM
366
Focused Wealth Management
New York
$1K – – –
LCM
367
Logan Capital Management
Pennsylvania
$1K – – –
DI
368
Disciplined Investments
Oklahoma
$1K +$40 +1 +5%
CAL
369
Capital Advisors Ltd
Ohio
$1K +$557 +14 +100%
SC
370
Schubert & Co
Texas
$1K +$597 +15 +100%
MCM
371
Melvin Capital Management
New York
– -$343M -7,275,854 Closed
SIM
372
SRS Investment Management
New York
– -$200M -4,248,406 Closed
EAM
373
Eventide Asset Management
Massachusetts
– -$112M -2,386,741 Closed
JC
374
Joho Capital
New York
– -$69.1M -1,466,050 Closed
MC
375
MIG Capital
California
– -$29M -615,277 Closed
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