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Dynatrace

Name Holding Trade Value Shares
Change
Change in
Stake
GGI
601
Godsey & Gibb Inc
Virginia
$1.11K +$1.16K +23 New
RF
602
Rossby Financial
Florida
$1.06K +$1.11K +22 New
HFS
603
Hughes Financial Services
Virginia
$1.03K
CCM
604
Cloud Capital Management
Washington
$1K +$1.92K +38 New
APW
605
Aventura Private Wealth
Florida
$969 +$1.01K +20 New
CFB
606
Cullen/Frost Bankers
Texas
$921
QWM
607
Quaker Wealth Management
New Jersey
$921
FLP
608
Financial Life Planners
Arizona
$921 +$962 +19 New
CIAM
609
Caitong International Asset Management
Hong Kong
$824 +$860 +17 New
S
610
Sachetta
Massachusetts
$776
BHWM
611
Bay Harbor Wealth Management
Maryland
$581
ACM
612
Aster Capital Management
United Arab Emirates
$533 -$158K -3,123 -100%
TIM
613
Tortoise Investment Management
New York
$533 -$101 -2 -15%
FMP
614
Financial Management Professionals
Texas
$533
BWL
615
Bogart Wealth LLC
Virginia
$485 +$506 +10 New
BIM
616
Breakwater Investment Management
Washington
$485 +$506 +10 New
HIA
617
HFM Investment Advisors
New Jersey
$388 -$101 -2 -20%
MCM
618
MV Capital Management
Maryland
$388
PWA
619
Principia Wealth Advisory
Texas
$339 +$152 +3 +75%
SA
620
Seneschal Advisors
Washington
$291 +$304 +6 New
DF
621
DecisionPoint Financial
Arizona
$242
NFSG
622
Newbridge Financial Services Group
Florida
$194
MCM
623
Manchester Capital Management
Vermont
$194 +$202 +4 New
PWAM
624
Private Wealth Asset Management
Iowa
$145
CA
625
Crewe Advisors
Utah
$97 -$1.87K -37 -95%