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Zimmer Biomet
ZBH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
926
WestEnd Advisors
North Carolina
$540 – – –
FHC
927
First Horizon Corporation
Tennessee
$540 +$569 +6 New
CIAS
928
CBIZ Investment Advisory Services
Ohio
$451 +$474 +5 New
PWA
929
Physician Wealth Advisors
Utah
$450 -$1.8K -19 -79%
AFC
930
Ares Financial Consulting
California
$366 +$379 +4 New
CF
931
Collier Financial
Colorado
$361 – – –
EP
932
Essential Partners
California
$360 -$33.6K -354 -99%
SFCL
933
Strengthening Families & Communities LLC
Massachusetts
$360 – – –
DCM
934
Davis Capital Management
Florida
$360 +$190 +2 +100%
ECA
935
Elevated Capital Advisors
Utah
$360 +$379 +4 New
QWM
936
Quaker Wealth Management
New Jersey
$360 +$379 +4 New
SA
937
Seneschal Advisors
Washington
$270 -$95 -1 -25%
ACA
938
American Capital Advisory
Idaho
$270 – – –
WA
939
Whipplewood Advisors
Colorado
$270 +$284 +3 New
CPG
940
Cornerstone Planning Group
New Jersey
$257 -$15.4K -162 -98%
Q1WB
941
Quest 10 Wealth Builders
Virginia
$247 – – –
SEP
942
Signature Equity Partners
Ohio
$180 +$190 +2 New
TPBG
943
Turning Point Benefit Group
Maryland
$179 -$569 -6 -75%
MWPCG
944
Measured Wealth Private Client Group
New Hampshire
$90 – – –
RS
945
Rakuten Securities
Japan
$90 +$95 +1 New
TC
946
Trust Company
Kansas
$90 +$95 +1 New
RCM
947
Raleigh Capital Management
North Carolina
$6 – – –
FGP
948
Freestone Grove Partners
California
– -$91.2M -925,937 Closed
SSA
949
Schonfeld Strategic Advisors
New York
– -$866K -464,250 Closed
GI
950
Gradient Investments
Minnesota
– -$19.2M -194,446 Closed
36 37
38
39 40