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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
601
Capital Analysts LLC
Pennsylvania
$43K +$2.13K +12 +4%
WSFS
602
Wilmington Savings Fund Society
Delaware
$42.9K +$36.9K +208 +212%
AWM
603
Abound Wealth Management
Tennessee
$42.1K – – –
RMC
604
Resources Management Corp
Connecticut
$42K – – –
RIL
605
Rothschild Investment LLC
Illinois
$37.5K -$6.74K -38 -12%
CFD
606
Creative Financial Designs
Indiana
$36.6K -$177 -1 -0.4%
VIS
607
Vega Investment Solutions
France
$35.4K – – –
TWD
608
True Wealth Design
Ohio
$34.7K -$51.3K -289 -54%
NS
609
NBC Securities
Alabama
$33.5K -$6.03K -34 -12%
ACA
610
American Capital Advisory
Idaho
$33.4K -$355 -2 -0.8%
WETS
611
Wealth Enhancement Trust Services
South Dakota
$29.2K – – –
SWP
612
Strategic Wealth Partners
Ohio
$28.1K -$1.77K -10 -5%
CT
613
Caldwell Trust
Florida
$28.1K – – –
CBT
614
Crews Bank & Trust
Florida
$28.1K – – –
KPP
615
Kings Path Partners
Texas
$28.1K +$17.7K +100 +100%
MMCM
616
Murphy & Mullick Capital Management
New York
$27.1K -$38.1K -215 -53%
BBHC
617
Brown Brothers Harriman & Co
New York
$25.5K -$1.42K -8 -4%
TGY2IT
618
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$24.7K +$31.2K +176 New
QL
619
Quarry LP
New York
$24K -$10.8K -61 -26%
WT
620
Whittier Trust
California
$23.2K -$19.7K -111 -40%
C
621
Covestor
United Kingdom
$22K -$43.3K -244 -61%
TFA
622
Toth Financial Advisory
Virginia
$21K – – –
FAMI
623
Fideuram Asset Management (Ireland)
$20.8K -$31.9K -180 -60%
AA
624
AlphaCentric Advisors
Puerto Rico
$19.6K +$1.6K +9 +7%
PWPS
625
Pinnacle Wealth Planning Services
Ohio
$18.8K +$12.9K +73 +120%
23 24
25
26 27