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Dynatrace

Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
426
Mach-1 Financial Group
Arkansas
$335K +$389K +7,109 New
DWM
427
Dynasty Wealth Management
Florida
$330K +$9.96K +182 +3%
BAM
428
Belpointe Asset Management
Nevada
$327K +$379K +6,928 New
AWS
429
Atria Wealth Solutions
New York
$327K +$146K +2,676 +63%
A
430
AlphaQuest
New York
$325K -$854K -15,608 -69%
ECM
431
Evergreen Capital Management
Washington
$320K +$65.9K +1,205 +22%
AWA
432
Aaron Wealth Advisors
Illinois
$320K +$18.8K +343 +5%
SCA
433
Summit Creek Advisors
Minnesota
$313K +$1.64K +30 +0.5%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K +$177K +3,236 +96%
NERM
435
New England Research & Management
Illinois
$310K -$490K -8,950 -58%
WSFS
436
Wilmington Savings Fund Society
Delaware
$308K +$200K +3,654 +127%
SG Americas Securities
437
SG Americas Securities
New York
$307K +$230K +4,212 +184%
LG
438
LaFleur & Godfrey
Michigan
$306K
PWG
439
Portside Wealth Group
Utah
$303K -$1.31K -24 -0.4%
FFM
440
Forum Financial Management
Illinois
$302K +$90.6K +1,657 +35%
NAAA
441
New Age Alpha Advisors
New York
$302K +$350K +6,400 New
QL
442
Quarry LP
New York
$298K +$330K +6,025 +2,008%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$289K +$93.3K +1,705 +32%
CIA
444
Concurrent Investment Advisors
Florida
$289K +$335K +6,133 New
IB
445
Intrust Bank
Kansas
$288K +$105K +1,912 +46%
Axa
446
Axa
France
$280K +$325K +5,945 New
Cerity Partners
447
Cerity Partners
New York
$279K -$503K -9,193 -61%
WS
448
Wedbush Securities
California
$277K +$76K +1,389 +31%
AWA
449
Arkadios Wealth Advisors
Georgia
$272K +$13.8K +253 +5%
AWAU
450
Alliance Wealth Advisors (Utah)
Utah
$268K -$22.5K -411 -7%