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Zscaler
ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
601
Basecamp Wealth Advisors
Washington
$46.9K +$3.07K +22 +7%
CAL
602
Capital Analysts LLC
Pennsylvania
$45K +$1.25K +9 +3%
WSFS
603
Wilmington Savings Fund Society
Delaware
$43.5K +$279 +2 +0.7%
CA
604
Continuum Advisory
Idaho
$43.5K +$42.9K +308 New
AWM
605
Abound Wealth Management
Tennessee
$42.3K – – –
WA
606
Westfuller Advisors
New York
$34.9K -$65.8K -472 -66%
EB
607
Eastern Bank
Massachusetts
$34.2K -$151K -1,083 -82%
GIM
608
Groesbeck Investment Management
New Jersey
$34K -$89.9K -645 -73%
BWL
609
Bogart Wealth LLC
Virginia
$33.5K +$29.8K +214 +930%
PIS
610
POM Investment Strategies
North Carolina
$30.8K +$14.6K +105 +93%
UOTTAIMCU
611
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.5K +$30.1K +216 New
MMCM
612
Murphy & Mullick Capital Management
New York
$29.6K +$2.37K +17 +9%
OCWP
613
Owl Creek Wealth Partners
Colorado
$29.6K +$29.3K +210 New
RIL
614
Rothschild Investment LLC
Illinois
$28.4K -$9.34K -67 -25%
CBT
615
Crews Bank & Trust
Florida
$28.2K – – –
KPP
616
Kings Path Partners
Texas
$28.2K – – –
IA
617
IFG Advisory
Georgia
$27.5K +$27.2K +195 New
PWPS
618
Pinnacle Wealth Planning Services
Ohio
$27.1K +$8.09K +58 +43%
BBHC
619
Brown Brothers Harriman & Co
New York
$25.7K – – –
C
620
Covestor
United Kingdom
$25K +$2.65K +19 +12%
WT
621
Whittier Trust
California
$25K – – –
SWP
622
Strategic Wealth Partners
Ohio
$24.7K -$3.49K -25 -13%
FP
623
Financial Perspectives
Minnesota
$23.6K +$23.3K +167 New
FAM
624
Fulcrum Asset Management
United Kingdom
$23.5K +$23.8K +171 New
MP
625
McDonald Partners
Ohio
$23.4K +$23.1K +166 New
23 24
25
26 27