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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
501
Legacy Advisors
Pennsylvania
$275K -$83.4K -598 -24%
MYIA
502
Mount Yale Investment Advisors
Colorado
$274K -$5.16K -37 -2%
CWM
503
Cornerstone Wealth Management
Missouri
$272K -$10.5K -75 -4%
SC
504
Savant Capital
Illinois
$272K +$269K +1,926 New
LG
505
LaFleur & Godfrey
Michigan
$266K -$6.89M -49,430 -96%
VAS
506
Vestmark Advisory Solutions
Massachusetts
$263K -$697 -5 -0.3%
BF
507
bLong Financial
Tennessee
$262K -$10K -72 -4%
BTI
508
Blue Trust Inc
Georgia
$260K +$25.4K +182 +11%
TPWA
509
TRUE Private Wealth Advisors
Oregon
$258K -$8.51K -61 -3%
MFS
510
Miller Financial Services
Michigan
$256K -$32.8K -235 -11%
VWA
511
Visionary Wealth Advisors
Illinois
$256K -$66.8K -479 -21%
DTL
512
Dynamic Technology Lab
Singapore
$251K +$6.69K +48 +3%
IRC
513
Investors Research Corp
Georgia
$251K +$247K +1,775 New
VCP
514
Verus Capital Partners
Arizona
$246K +$243K +1,740 New
OIMU
515
Osmosis Investment Management UK
United Kingdom
$245K -$259K -1,855 -52%
MYAM
516
Meiji Yasuda Asset Management
Japan
$244K – – –
TG
517
TCW Group
California
$244K +$13.8K +99 +6%
FA
518
Fiduciary Alliance
South Carolina
$244K +$241K +1,730 New
GRP
519
Global Retirement Partners
California
$244K +$241K +1,730 New
SCP
520
Sivia Capital Partners
California
$244K +$241K +1,729 New
AWA
521
Arkadios Wealth Advisors
Georgia
$241K -$79.5K -570 -25%
TC
522
Truvestments Capital
Florida
$241K -$10.6K -76 -4%
BP
523
Ballentine Partners
Massachusetts
$239K -$37.4K -268 -14%
BPC
524
Banque Pictet & Cie
Switzerland
$239K – – –
AC
525
AlphaCore Capital
California
$239K +$3.35K +24 +1%
19 20
21
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