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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
551
Pinnacle Wealth Planning Services
Ohio
$2.37K +$156 +4 +8%
PWMG
552
Private Wealth Management Group
New Jersey
$2.33K -$156 -4 -7%
JFA
553
JNBA Financial Advisors
Minnesota
$2.33K – – –
HNW
554
High Note Wealth
Minnesota
$2.24K +$506 +13 +34%
GKIM
555
GW&K Investment Management
Massachusetts
$2K +$1.56K +40 New
RWM
556
Rialto Wealth Management
New York
$1.84K +$584 +15 +56%
KA
557
Kozak & Associates
Colorado
$1.77K – – –
APFP
558
Action Point Financial Planning
Michigan
$1.71K +$1.64K +42 New
AFC
559
Ares Financial Consulting
California
$1.71K – – –
PWMG
560
Prestige Wealth Management Group
New Jersey
$1.63K – – –
JWA
561
JFS Wealth Advisors
Pennsylvania
$1.58K +$39 +1 +3%
GSWM
562
Golden State Wealth Management
California
$1.54K – – –
QWM
563
Quaker Wealth Management
New Jersey
$1.36K -$389 -10 -24%
DF
564
Dunhill Financial
United Kingdom
$1.14K -$234 -6 -19%
HFS
565
Hughes Financial Services
Virginia
$1.01K +$506 +13 +130%
CAL
566
Capital Analysts LLC
Pennsylvania
$1K +$467 +12 New
FC
567
Financial Consulate
Maryland
$923 – – –
FFO
568
Fortitude Family Office
Arizona
$922 +$389 +10 +91%
PTC
569
Private Trust Company
Ohio
$922 +$818 +21 New
CFB
570
Cullen/Frost Bankers
Texas
$834 – – –
SGFG
571
Silver Grove Financial Group
New York
$834 +$740 +19 New
QL
572
Quarry LP
New York
$790 +$701 +18 New
ACA
573
American Capital Advisory
Idaho
$703 -$39 -1 -6%
TFM
574
TFC Financial Management
Massachusetts
$659 +$584 +15 New
BIM
575
Breakwater Investment Management
Washington
$571 +$506 +13 New
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