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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
501
Prelude Capital Management
New York
$675K +$443K +1,553 +222%
FCH
502
Freestone Capital Holdings
Washington
$666K -$123K -433 -16%
ES
503
Eagle Strategies
New York
$666K +$634K +2,222 New
GVAG
504
Great Valley Advisor Group
Delaware
$661K +$629K +2,206 New
EWA
505
EverSource Wealth Advisors
Alabama
$661K +$230K +807 +58%
HAM
506
Harmony Asset Management
Arizona
$659K – – –
KCMH
507
Keywise Capital Management (HK)
Hong Kong
$659K +$627K +2,200 New
SM
508
STF Management
Texas
$658K -$21.7K -76 -3%
WWC
509
Waypoint Wealth Counsel
Georgia
$651K +$396K +1,388 +177%
CFO
510
Callan Family Office
Pennsylvania
$651K -$130K -456 -17%
NFSG
511
Newbridge Financial Services Group
Florida
$650K -$24.8K -87 -4%
NW
512
NewEdge Wealth
Pennsylvania
$647K +$73K +256 +15%
NP
513
NorthRock Partners
Minnesota
$647K +$351K +1,231 +133%
CW
514
CreativeOne Wealth
Kansas
$645K -$800K -2,807 -57%
AFG
515
Atomi Financial Group
New York
$643K -$2.57K -9 -0.4%
EAM
516
Eventide Asset Management
Massachusetts
$640K -$715K -2,508 -54%
GWSG
517
GPS Wealth Strategies Group
Colorado
$628K -$23.9K -84 -4%
BP
518
Ballentine Partners
Massachusetts
$624K -$16.8K -59 -3%
GIM
519
Glenmede Investment Management
Pennsylvania
$620K +$590K +2,068 New
WPC
520
Wedmont Private Capital
Pennsylvania
$618K +$5.7K +20 +1%
KA
521
Kovack Advisors
Florida
$617K -$166K -583 -22%
SG
522
Sienna Gestion
France
$615K – – –
MAS
523
Meeder Advisory Services
Ohio
$614K -$13.4K -47 -2%
LFG
524
Larson Financial Group
Missouri
$611K +$14.8K +52 +3%
DADC
525
D.A. Davidson & Co
Montana
$600K +$30.5K +107 +6%
19 20
21
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