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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
501
Farther Finance Advisors
California
$293K -$215K -1,214 -36%
MFS
502
Miller Financial Services
Michigan
$288K -$15.8K -89 -4%
CCM
503
Coldstream Capital Management
Washington
$281K -$148K -832 -29%
CWM
504
Cornerstone Wealth Management
Missouri
$281K +$355K +2,003 New
UM
505
UniSuper Management
Australia
$281K – – –
PWM
506
Palumbo Wealth Management
New York
$280K +$58.5K +330 +20%
1C
507
111 Capital
France
$280K +$354K +1,994 New
EP
508
Edgestream Partners
New Jersey
$279K +$173K +975 +96%
MYIA
509
Mount Yale Investment Advisors
Colorado
$278K +$351K +1,979 New
BP
510
Ballentine Partners
Massachusetts
$275K -$20.9K -118 -6%
KAM
511
Kazazian Asset Management
Florida
$272K +$143K +805 +71%
CT
512
ClearAlpha Technologies
Connecticut
$271K +$342K +1,931 New
BF
513
bLong Financial
Tennessee
$270K +$1.77K +10 +0.5%
LSPW
514
Lake Street Private Wealth
Illinois
$268K +$27.8K +157 +9%
IP
515
Intellectus Partners
California
$265K +$155K +876 +87%
TPWA
516
TRUE Private Wealth Advisors
Oregon
$265K -$9.93K -56 -3%
MAS
517
Meeder Advisory Services
Ohio
$262K -$57.8K -326 -15%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$262K +$332K +1,871 New
AU
519
AlphaGrep UK
$261K -$96.7K -545 -23%
HIP
520
HUB Investment Partners
Texas
$260K +$887 +5 +0.3%
MNBTD
521
Moody National Bank Trust Division
Texas
$256K +$15.4K +87 +5%
DCU
522
Dara Capital US
Florida
$251K – – –
TC
523
Truvestments Capital
Florida
$250K -$23.1K -130 -7%
SCA
524
Snowden Capital Advisors
New York
$244K +$1.24K +7 +0.4%
MYAM
525
Meiji Yasuda Asset Management
Japan
$243K – – –
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