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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
401
First Trust Direct Indexing
Massachusetts
$295K +$27.4K +576 +12%
DWM
402
Dynasty Wealth Management
Florida
$291K +$259K +5,439 New
SCM
403
Sterling Capital Management
North Carolina
$287K +$256K +5,367 New
PIM
404
Plato Investment Management
Australia
$286K -$178K -3,745 -41%
AAM
405
Advisors Asset Management
Colorado
$282K +$45.9K +965 +22%
VCM
406
Virtue Capital Management
Tennessee
$282K +$10.1K +212 +4%
RIM
407
Rakuten Investment Management
Japan
$275K +$72.3K +1,519 +41%
FRM
408
Fox Run Management
Connecticut
$269K +$240K +5,031 New
ECM
409
Evergreen Capital Management
Washington
$267K +$238K +4,997 New
MOS
410
MGO One Seven
Ohio
$260K +$7.38K +155 +3%
PHK
411
Point72 Hong Kong
Hong Kong
$259K -$8.29M -174,211 -97%
CWP
412
Curated Wealth Partners
California
$257K +$229K +4,809 New
AWS
413
Atria Wealth Solutions
New York
$256K +$8.05K +169 +4%
P
414
&Partners
Tennessee
$256K +$228K +4,779 New
WF
415
WoodTrust Financial
Wisconsin
$254K +$226K +4,750 New
HAG
416
HighPoint Advisor Group
Illinois
$254K +$223K +4,693 New
C
417
Covestor
United Kingdom
$252K -$10.9K -228 -5%
SC
418
Steph & Co
Wisconsin
$247K +$220K +4,627 New
PFS
419
Prospera Financial Services
Texas
$245K -$42K -883 -16%
CNBT
420
Canandaigua National Bank & Trust
New York
$245K +$218K +4,574 New
CCM
421
Coldstream Capital Management
Washington
$243K +$216K +4,544 New
PWMA
422
Pension & Wealth Management Advisors
Massachusetts
$242K +$25.7K +539 +14%
QC
423
Quent Capital
New York
$242K -$5.81K -122 -3%
BF
424
BOK Financial
Oklahoma
$236K +$3.29K +69 +2%
CC
425
Centiva Capital
New York
$236K -$370K -7,773 -64%
15 16
17
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