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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
526
Rakuten Securities
Japan
$5.97K -$2.65K -68 -33%
BFS
527
Bare Financial Services
Pennsylvania
$5.97K +$1.99K +51 +60%
IAS
528
IMA Advisory Services
Colorado
$5.84K +$1.83K +47 +55%
WB
529
Webster Bank
Connecticut
$5.18K +$4.6K +118 New
AW
530
Avion Wealth
Texas
$5K -$2.22K -57 -32%
TFGT
531
TS Financial Group (TSFG)
Illinois
$5K – – –
JWM
532
JPL Wealth Management
Colorado
$4.88K +$3.39K +87 +363%
KFI
533
Key Financial Inc
Pennsylvania
$4.35K – – –
CH
534
Cromwell Holdings
Wyoming
$4.35K +$1.87K +48 +94%
MA
535
MCF Advisors
Kentucky
$4.22K +$3.74K +96 New
BBHC
536
Brown Brothers Harriman & Co
New York
$4.04K – – –
CFO
537
CVA Family Office
Colorado
$4.04K +$389 +10 +12%
B
538
Bayban
Minnesota
$3.65K – – –
RWS
539
Retirement Wealth Solutions
Wisconsin
$3.56K +$779 +20 +33%
MNA
540
Manning & Napier Advisors
New York
$3.41K +$3K +77 New
AA
541
Addison Advisors
Vermont
$3.29K -$9.27K -238 -76%
MCM
542
Manchester Capital Management
Vermont
$3.29K +$857 +22 +42%
SC
543
SouthState Corp
Florida
$3.25K -$701 -18 -20%
SWM
544
SHP Wealth Management
Massachusetts
$3.25K -$3.23K -83 -53%
KFAS
545
Keating Financial Advisory Services
Kansas
$3.21K -$545 -14 -16%
AWM
546
Activest Wealth Management
Florida
$3.12K -$4.75K -122 -63%
SFAM
547
Sawyer Falduto Asset Management
Illinois
$2.9K – – –
CFM
548
Cornerstone Financial Management
Massachusetts
$2.55K -$467 -12 -17%
PS
549
Planning Strategies
Pennsylvania
$2.46K +$2.18K +56 New
KG
550
Kilter Group
New York
$2.42K +$857 +22 +67%
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