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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
501
Bell Investment Advisors
California
$7.62K +$4.24K +111 +117%
RS
502
Rakuten Securities
Japan
$7.54K -$3.9K -102 -33%
TPWA
503
Twin Peaks Wealth Advisors
California
$7.54K +$7.8K +204 New
AWM
504
Activest Wealth Management
Florida
$7.14K +$5.66K +148 +329%
OCM
505
Osbon Capital Management
Massachusetts
$6.92K – – –
WTC
506
WhitTier Trust Company
Nevada
$6.71K +$4.01K +105 +142%
AW
507
Avion Wealth
Texas
$6K +$5.85K +153 +665%
LI
508
LRI Investments
Florida
$5.99K +$6.19K +162 New
SWM
509
SHP Wealth Management
Massachusetts
$5.81K +$6K +157 New
MCM
510
MV Capital Management
Maryland
$5.25K +$5.08K +133 +1,478%
HWM
511
HighMark Wealth Management
Minnesota
$4.92K – – –
CA
512
Clearstead Advisors
Ohio
$4.62K -$207K -5,428 -98%
BOJHT
513
Bank of Jackson Hole Trust
Wyoming
$4.59K -$535 -14 -10%
TFGT
514
TS Financial Group (TSFG)
Illinois
$4K – – –
LWMI
515
Legacy Wealth Management (Idaho)
Idaho
$3.7K +$1.49K +39 +64%
HIA
516
Harbor Investment Advisory
Maryland
$3.7K +$3.82K +100 New
KFI
517
Key Financial Inc
Pennsylvania
$3.66K – – –
BWA
518
Basecamp Wealth Advisors
Washington
$3.55K +$3.25K +85 +773%
EC
519
Elequin Capital
New York
$3.55K +$3.67K +96 New
SC
520
SouthState Corp
Florida
$3.4K -$4.93K -129 -58%
BBHC
521
Brown Brothers Harriman & Co
New York
$3.4K – – –
MAFA
522
MJT & Associates Financial Advisory
Minnesota
$3.29K – – –
KFAS
523
Keating Financial Advisory Services
Kansas
$3.22K +$1.99K +52 +149%
IAS
524
IMA Advisory Services
Colorado
$3.18K -$420 -11 -11%
BFS
525
Bare Financial Services
Pennsylvania
$3.14K -$38 -1 -1%
19 20
21
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