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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
B
526
Bayban
Minnesota
$3.07K – – –
CFO
527
CVA Family Office
Colorado
$3.03K +$3.13K +82 New
RFP
528
Root Financial Partners
California
$2.88K -$917 -24 -24%
CFD
529
Creative Financial Designs
Indiana
$2.74K +$191 +5 +7%
CFM
530
Cornerstone Financial Management
Massachusetts
$2.59K +$1.76K +46 +192%
SFAM
531
Sawyer Falduto Asset Management
Illinois
$2.44K – – –
CT
532
Colonial Trust
South Carolina
$2.27K – – –
RWS
533
Retirement Wealth Solutions
Wisconsin
$2.26K +$535 +14 +30%
PWMG
534
Private Wealth Management Group
New Jersey
$2.11K +$2.03K +53 +1,325%
CI
535
CX Institutional
Indiana
$2K -$76.3K -1,995 -97%
IWS
536
Intentional Wealth Strategies
Colorado
$2K +$2.06K +54 New
JFA
537
JNBA Financial Advisors
Minnesota
$1.96K – – –
MCM
538
Manchester Capital Management
Vermont
$1.96K +$1.87K +49 +1,225%
CH
539
Cromwell Holdings
Wyoming
$1.89K +$650 +17 +50%
PWPS
540
Pinnacle Wealth Planning Services
Ohio
$1.85K +$1.07K +28 +127%
BWL
541
Bogart Wealth LLC
Virginia
$1.77K +$1.83K +48 New
IW
542
Imprint Wealth
South Carolina
$1.55K – – –
QWM
543
Quaker Wealth Management
New Jersey
$1.52K +$1.03K +27 +193%
AFC
544
Ares Financial Consulting
California
$1.43K – – –
HNW
545
High Note Wealth
Minnesota
$1.41K -$2.33K -61 -62%
PWMG
546
Prestige Wealth Management Group
New Jersey
$1.37K – – –
KA
547
Kozak & Associates
Colorado
$1.32K – – –
JWA
548
JFS Wealth Advisors
Pennsylvania
$1.29K -$2.56K -67 -66%
GSWM
549
Golden State Wealth Management
California
$1.29K – – –
KG
550
Kilter Group
New York
$1.22K +$1.26K +33 New
20 21
22
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