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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
501
First Pacific Financial
Washington
$7.69K +$3.71K +97 +87%
BIA
502
Bell Investment Advisors
California
$7.62K +$4.24K +111 +117%
RS
503
Rakuten Securities
Japan
$7.54K -$3.9K -102 -33%
TPWA
504
Twin Peaks Wealth Advisors
California
$7.54K +$7.8K +204 New
AWM
505
Activest Wealth Management
Florida
$7.14K +$5.66K +148 +329%
OCM
506
Osbon Capital Management
Massachusetts
$6.92K – – –
WTC
507
WhitTier Trust Company
Nevada
$6.71K +$4.01K +105 +142%
AW
508
Avion Wealth
Texas
$6K +$5.85K +153 +665%
LI
509
LRI Investments
Florida
$5.99K +$6.19K +162 New
SWM
510
SHP Wealth Management
Massachusetts
$5.81K +$6K +157 New
MCM
511
MV Capital Management
Maryland
$5.25K +$5.08K +133 +1,478%
HWM
512
HighMark Wealth Management
Minnesota
$4.92K – – –
CA
513
Clearstead Advisors
Ohio
$4.62K -$207K -5,428 -98%
BOJHT
514
Bank of Jackson Hole Trust
Wyoming
$4.59K -$535 -14 -10%
TFGT
515
TS Financial Group (TSFG)
Illinois
$4K – – –
LWMI
516
Legacy Wealth Management (Idaho)
Idaho
$3.7K +$1.49K +39 +64%
HIA
517
Harbor Investment Advisory
Maryland
$3.7K +$3.82K +100 New
KFI
518
Key Financial Inc
Pennsylvania
$3.66K – – –
BWA
519
Basecamp Wealth Advisors
Washington
$3.55K +$3.25K +85 +773%
EC
520
Elequin Capital
New York
$3.55K +$3.67K +96 New
SC
521
SouthState Corp
Florida
$3.4K -$4.93K -129 -58%
BBHC
522
Brown Brothers Harriman & Co
New York
$3.4K – – –
MAFA
523
MJT & Associates Financial Advisory
Minnesota
$3.29K – – –
KFAS
524
Keating Financial Advisory Services
Kansas
$3.22K +$1.99K +52 +149%
IAS
525
IMA Advisory Services
Colorado
$3.18K -$420 -11 -11%
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