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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Baldwin Wealth Partners
Massachusetts
$238K – – –
AFS
552
Anderson Financial Strategies
Ohio
$238K +$239K +1,200 New
AC
553
Avestar Capital
New York
$237K -$15.5K -78 -6%
HIP
554
HUB Investment Partners
Texas
$236K +$1.79K +9 +0.8%
BAM
555
Belpointe Asset Management
Nevada
$231K +$22.7K +114 +11%
PPW
556
Parcion Private Wealth
Washington
$231K +$232K +1,162 New
PAG
557
Poinciana Advisors Group
Florida
$230K -$66.8K -335 -22%
LSWP
558
Liberty Square Wealth Partners
Pennsylvania
$230K – – –
FPCP
559
Fort Point Capital Partners
California
$230K +$231K +1,160 New
SW
560
SteelPeak Wealth
California
$229K +$230K +1,156 New
BFM
561
Boothbay Fund Management
New York
$228K +$229K +1,148 New
AFG
562
Atomi Financial Group
New York
$226K +$227K +1,141 New
CA
563
Clearstead Advisors
Ohio
$226K +$66.2K +332 +41%
SFI
564
Siemens Fonds Invest
Germany
$223K -$253K -1,268 -53%
P
565
Pitcairn
Pennsylvania
$223K +$1.79K +9 +0.8%
QPBE
566
Quintet Private Bank (Europe)
Luxembourg
$222K +$9.96K +50 +5%
SSA
567
Schonfeld Strategic Advisors
New York
$218K -$30.7K -154 -12%
CWM
568
Congress Wealth Management
Massachusetts
$218K -$25.5K -128 -10%
RT
569
Rockland Trust
Massachusetts
$217K -$6.18K -31 -3%
CAM
570
Claret Asset Management
Quebec, Canada
$217K +$218K +1,094 New
CAGAS
571
Capital Advisory Group Advisory Services
Minnesota
$213K +$214K +1,073 New
VSQM
572
V-Square Quantitative Management
Illinois
$213K +$16.9K +85 +9%
UCFA
573
United Capital Financial Advisors
Texas
$213K +$214K +1,072 New
AF
574
Allworth Financial
California
$211K +$64.2K +322 +47%
FSC
575
Full Sail Capital
Oklahoma
$210K +$211K +1,059 New
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