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Dynatrace
DT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Activest Wealth Management
Florida
$1.95K -$5.41K -116 -72%
IW
627
Imprint Wealth
South Carolina
$1.82K -$6.15K -132 -76%
AFC
628
Ares Financial Consulting
California
$1.69K +$1.82K +39 New
KA
629
Kozak & Associates
Colorado
$1.65K – – –
PWMG
630
Prestige Wealth Management Group
New Jersey
$1.6K -$3.26K -70 -65%
GSWM
631
Golden State Wealth Management
California
$1.52K +$1.63K +35 New
KFAS
632
Keating Financial Advisory Services
Kansas
$1.52K +$1.63K +35 New
CH
633
Cromwell Holdings
Wyoming
$1.47K – – –
PWA
634
Physician Wealth Advisors
Utah
$1.47K +$1.58K +34 New
HIA
635
HFM Investment Advisors
New Jersey
$1.43K +$1.17K +25 +313%
BWM
636
Bullock Wealth Management
Indiana
$1.43K – – –
OC
637
Optima Capital
Oregon
$1.43K +$1.54K +33 New
RWM
638
Rialto Wealth Management
New York
$1.26K -$233 -5 -15%
CFM
639
Cornerstone Financial Management
Massachusetts
$1.04K +$1.12K +24 New
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$953 +$1.02K +22 New
CFB
641
Cullen/Frost Bankers
Texas
$823 – – –
S
642
Sachetta
Massachusetts
$694 – – –
QWM
643
Quaker Wealth Management
New Jersey
$607 -$233 -5 -26%
HFS
644
Hughes Financial Services
Virginia
$520 -$466 -10 -45%
SRCM
645
Signature Resources Capital Management
California
$520 +$559 +12 New
FMP
646
Financial Management Professionals
Texas
$477 – – –
BWA
647
Basecamp Wealth Advisors
Washington
$477 +$513 +11 New
MCM
648
MV Capital Management
Maryland
$391 +$47 +1 +13%
1CP
649
1015 Capital Partners
Pennsylvania
$390 +$420 +9 New
BHWM
650
Bay Harbor Wealth Management
Maryland
$346 -$186 -4 -33%
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