We are live on ! Find out more
DT icon

Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
551
Colonial Trust
South Carolina
$2.6K – – –
KA
552
Kozak & Associates
Colorado
$2.14K – – –
LFG
553
Larson Financial Group
Missouri
$2.12K +$818 +15 +63%
BWL
554
Bogart Wealth LLC
Virginia
$2.06K +$2.07K +38 New
CAL
555
Capital Advisors Ltd
Ohio
$2K – – –
AW
556
Avion Wealth
Texas
$2K +$273 +5 +15%
RIL
557
Rothschild Investment LLC
Illinois
$1.96K -$1.64K -30 -45%
CSWM
558
Cassady Schiller Wealth Management
Ohio
$1.58K +$1.58K +29 New
HI
559
Harbour Investments
Wisconsin
$1.52K -$1.85K -34 -55%
DRP
560
Decker Retirement Planning
Utah
$1.36K +$1.36K +25 New
GSWM
561
Golden State Wealth Management
California
$1.36K +$1.36K +25 New
SIC
562
SJS Investment Consulting
Ohio
$1.3K -$109 -2 -8%
WWP
563
WR Wealth Planners
Missouri
$1.3K – – –
HI
564
Horizon Investments
North Carolina
$1.09K +$1.09K +20 New
CFFP
565
Center for Financial Planning
Michigan
$1.03K +$1.04K +19 New
CFB
566
Cullen/Frost Bankers
Texas
$1.03K +$1.04K +19 New
ST
567
Smithfield Trust
Pennsylvania
$1K – – –
PFBT
568
Parkside Financial Bank & Trust
Missouri
$925 – – –
PWA
569
Principia Wealth Advisory
Texas
$924 +$927 +17 New
FMP
570
Financial Management Professionals
Texas
$870 – – –
RCM
571
Raleigh Capital Management
North Carolina
$544 – – –
CA
572
Crewe Advisors
Utah
$490 +$491 +9 New
MCM
573
MV Capital Management
Maryland
$327 +$55 +1 +20%
NC
574
NewSquare Capital
Pennsylvania
$326 +$327 +6 New
PWM
575
Parkworth Wealth Management
California
$272 +$273 +5 New
21 22
23
24 25