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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFAM
551
Sawyer Falduto Asset Management
Illinois
$2.9K – – –
CFM
552
Cornerstone Financial Management
Massachusetts
$2.55K -$467 -12 -17%
PS
553
Planning Strategies
Pennsylvania
$2.46K +$2.18K +56 New
KG
554
Kilter Group
New York
$2.42K +$857 +22 +67%
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$2.37K +$156 +4 +8%
PWMG
556
Private Wealth Management Group
New Jersey
$2.33K -$156 -4 -7%
JFA
557
JNBA Financial Advisors
Minnesota
$2.33K – – –
HNW
558
High Note Wealth
Minnesota
$2.24K +$506 +13 +34%
GKIM
559
GW&K Investment Management
Massachusetts
$2K +$1.56K +40 New
RWM
560
Rialto Wealth Management
New York
$1.84K +$584 +15 +56%
KA
561
Kozak & Associates
Colorado
$1.77K – – –
APFP
562
Action Point Financial Planning
Michigan
$1.71K +$1.64K +42 New
AFC
563
Ares Financial Consulting
California
$1.71K – – –
PWMG
564
Prestige Wealth Management Group
New Jersey
$1.63K – – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$1.58K +$39 +1 +3%
GSWM
566
Golden State Wealth Management
California
$1.54K – – –
QWM
567
Quaker Wealth Management
New Jersey
$1.36K -$389 -10 -24%
DF
568
Dunhill Financial
United Kingdom
$1.14K -$234 -6 -19%
HFS
569
Hughes Financial Services
Virginia
$1.01K +$506 +13 +130%
CAL
570
Capital Analysts LLC
Pennsylvania
$1K +$467 +12 New
FC
571
Financial Consulate
Maryland
$923 – – –
FFO
572
Fortitude Family Office
Arizona
$922 +$389 +10 +91%
PTC
573
Private Trust Company
Ohio
$922 +$818 +21 New
CFB
574
Cullen/Frost Bankers
Texas
$834 – – –
SGFG
575
Silver Grove Financial Group
New York
$834 +$740 +19 New
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