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Dynatrace

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
451
Legacy Wealth Asset Management
Minnesota
$266K +$383 +7 +0.1%
1CM
452
1492 Capital Management
Wisconsin
$264K -$964K -17,621 -76%
FCM
453
Fieldview Capital Management
Michigan
$262K +$304K +5,561 New
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$259K -$84.7K -1,548 -22%
AAM
455
Advisors Asset Management
Colorado
$258K -$13.7K -250 -4%
PIM
456
Plato Investment Management
Australia
$256K
SA
457
Sanctuary Advisors
Indiana
$248K +$383 +7 +0.1%
NW
458
NewEdge Wealth
Pennsylvania
$247K -$171K -3,131 -37%
WG
459
Winton Group
United Kingdom
$247K +$286K +5,228 New
AG
460
Ascent Group
Virginia
$244K +$283K +5,168 New
OAM
461
Oxford Asset Management
United Kingdom
$242K +$281K +5,142 New
Rafferty Asset Management
462
Rafferty Asset Management
New York
$242K -$92.2K -1,685 -25%
SC
463
Steph & Co
Wisconsin
$241K -$18.5K -339 -6%
Vontobel Holding
464
Vontobel Holding
Switzerland
$239K -$483K -8,837 -64%
SQA
465
Simon Quick Advisors
New Jersey
$236K +$273K +4,995 New
AFG
466
Atomi Financial Group
New York
$230K +$267K +4,884 New
PFS
467
Prospera Financial Services
Texas
$227K +$3.34K +61 +1%
WF
468
WoodTrust Financial
Wisconsin
$224K
PDL
469
Portfolio Design Labs
California
$221K +$257K +4,696 New
CCM
470
Coldstream Capital Management
Washington
$221K -$16.4K -299 -6%
HAG
471
HighPoint Advisor Group
Illinois
$221K -$1.92K -35 -0.7%
Schroder Investment Management Group
472
Schroder Investment Management Group
United Kingdom
$218K -$81K -1,481 -24%
VCM
473
Virtue Capital Management
Tennessee
$217K -$7.93K -145 -3%
PWMA
474
Pension & Wealth Management Advisors
Massachusetts
$212K +$274 +5 +0.1%
CWM
475
Cordatus Wealth Management
Pennsylvania
$211K +$17.4K +318 +8%