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ZoomInfo Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$229K -$203K -5,181 -49%
JWCA
102
J.W. Cole Advisors
Florida
$229K +$209K +5,336 New
MCP
103
Mirador Capital Partners
California
$224K +$204K +5,201 New
BRWA
104
B. Riley Wealth Advisors
Florida
$207K +$9.8K +250 +5%
TRCT
105
Tower Research Capital (TRC)
New York
$187K +$171K +4,354 New
IMRF
106
Illinois Municipal Retirement Fund
Illinois
$156K +$142K +3,630 New
BCV
107
Banque Cantonale Vaudoise
Switzerland
$150K +$137K +3,500 New
CSS
108
Cubist Systematic Strategies
Connecticut
$148K +$111K +2,828 +454%
SPIA
109
Steward Partners Investment Advisory
New York
$142K +$129K +3,300 New
EWA
110
Evolution Wealth Advisors
Florida
$111K +$101K +2,588 New
AIM
111
Arcadia Investment Management
Michigan
$45K +$41.2K +1,050 New
PAM
112
Panagora Asset Management
Massachusetts
$44K
Credit Agricole
113
Credit Agricole
France
$43K +$39.2K +1,000 New
EDRH
114
Edmond de Rothschild Holding
Switzerland
$33K +$30.4K +776 New
NC
115
NewSquare Capital
Pennsylvania
$28K +$25.5K +650 New
CPW
116
Catalyst Private Wealth
California
$19K +$17.8K +453 New
APA
117
American Portfolios Advisors
New York
$11.8K +$4.78K +122 +80%
S
118
SignatureFD
Georgia
$9K
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.6K +$3.92K +100 +100%
CMA
120
Cedar Mountain Advisors
Oregon
$6K
MFT
121
Moisand Fitzgerald Tamayo
Florida
$4K
AA
122
Advisory Alpha
Michigan
$3K +$2.94K +75 New
HPC
123
HM Payson & Co
Maine
$2K
IA
124
IFP Advisors
Florida
$2K
LC
125
Lindbrook Capital
California
$2K +$1.96K +50 New