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ZBH

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
726
Hilltop National Bank
Wyoming
$20.4K -$17.3K -197 -45%
IFWM
727
Institute for Wealth Management
Colorado
$19.8K +$20.2K +230 New
GXJ
728
Global X Japan
Japan
$19.7K +$1.4K +16 +8%
KFI
729
Key Financial Inc
Pennsylvania
$19.5K – – –
HAP
730
Harbor Asset Planning
Massachusetts
$19.5K – – –
RDFA
731
Ritter Daniher Financial Advisory
Ohio
$19.3K – – –
NECFA
732
New England Capital Financial Advisors
Connecticut
$19K +$88 +1 +0.5%
TWD
733
True Wealth Design
Ohio
$19K +$7.89K +90 +69%
CFO
734
CVA Family Office
Colorado
$17.8K +$5K +57 +38%
GWM
735
Geneos Wealth Management
Colorado
$17.6K – – –
GCP
736
Gill Capital Partners
Colorado
$17.2K – – –
CMA
737
Cedar Mountain Advisors
Oregon
$17.1K – – –
FGC
738
Financial Gravity Companies
Texas
$15.7K +$16K +182 New
OCWP
739
Owl Creek Wealth Partners
Colorado
$15.5K +$7.01K +80 +80%
TPCW
740
TD Private Client Wealth
New York
$15.3K +$5K +57 +47%
BWL
741
Bogart Wealth LLC
Virginia
$14.5K +$3.33K +38 +29%
PWPS
742
Pinnacle Wealth Planning Services
Ohio
$14.5K – – –
IAIM
743
International Assets Investment Management
Florida
$14.4K – – –
GKIM
744
GW&K Investment Management
Massachusetts
$14K +$7.1K +81 +101%
NB
745
NBH Bank
Colorado
$13.9K +$14.1K +161 New
MAFA
746
MJT & Associates Financial Advisory
Minnesota
$13.8K – – –
SC
747
SouthState Corp
Florida
$13.8K +$11.4K +130 +433%
OSNBOA
748
Old Second National Bank of Aurora
Illinois
$13.8K – – –
MEG
749
Millstone Evans Group
Colorado
$13.8K +$7.01K +80 +100%
APFP
750
Action Point Financial Planning
Michigan
$13.6K +$14.2K +162 New
28 29
30
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