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Dynatrace

Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
SouthState Corp
Florida
$1.21K – – –
GGI
602
Godsey & Gibb Inc
Virginia
$1.11K +$1.16K +23 New
RF
603
Rossby Financial
Florida
$1.06K +$1.11K +22 New
HFS
604
Hughes Financial Services
Virginia
$1.03K – – –
CCM
605
Cloud Capital Management
Washington
$1K +$1.92K +38 New
APW
606
Aventura Private Wealth
Florida
$969 +$1.01K +20 New
CFB
607
Cullen/Frost Bankers
Texas
$921 – – –
QWM
608
Quaker Wealth Management
New Jersey
$921 – – –
FLP
609
Financial Life Planners
Arizona
$921 +$962 +19 New
CIAM
610
Caitong International Asset Management
Hong Kong
$824 +$860 +17 New
S
611
Sachetta
Massachusetts
$776 – – –
BHWM
612
Bay Harbor Wealth Management
Maryland
$581 – – –
ACM
613
Aster Capital Management
United Arab Emirates
$533 -$158K -3,123 -100%
TIM
614
Tortoise Investment Management
New York
$533 -$101 -2 -15%
FMP
615
Financial Management Professionals
Texas
$533 – – –
BWL
616
Bogart Wealth LLC
Virginia
$485 +$506 +10 New
BIM
617
Breakwater Investment Management
Washington
$485 +$506 +10 New
HIA
618
HFM Investment Advisors
New Jersey
$388 -$101 -2 -20%
MCM
619
MV Capital Management
Maryland
$388 – – –
PWA
620
Principia Wealth Advisory
Texas
$339 +$152 +3 +75%
SA
621
Seneschal Advisors
Washington
$291 +$304 +6 New
DF
622
DecisionPoint Financial
Arizona
$242 – – –
NFSG
623
Newbridge Financial Services Group
Florida
$194 – – –
MCM
624
Manchester Capital Management
Vermont
$194 +$202 +4 New
PWAM
625
Private Wealth Asset Management
Iowa
$145 – – –