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Zscaler
ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
626
Fulcrum Asset Management
United Kingdom
$23.5K +$23.8K +171 New
MP
627
McDonald Partners
Ohio
$23.4K +$23.1K +166 New
NMC
628
Nine Masts Capital
Hong Kong
$23.4K +$23.1K +166 New
BF
629
Brooklyn FI
New York
$23.3K +$22.9K +164 New
AAS
630
Ameritas Advisory Services
Nebraska
$22.4K +$22.2K +159 New
VCM
631
Versant Capital Management
Arizona
$22.3K +$3.49K +25 +19%
AW
632
Avion Wealth
Texas
$22K +$6.27K +45 +40%
SGFG
633
Silver Grove Financial Group
New York
$21.6K +$7.39K +53 +53%
PIM
634
Plato Investment Management
Australia
$21.2K -$130K -929 -86%
TFA
635
Toth Financial Advisory
Virginia
$21.2K – – –
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2K +$20.9K +150 New
NS
637
NBC Securities
Alabama
$20.3K -$13.2K -95 -40%
AWM
638
Aberdeen Wealth Management
Illinois
$19.8K +$19.5K +140 New
CFD
639
Creative Financial Designs
Indiana
$18.9K -$17.7K -127 -49%
TWD
640
True Wealth Design
Ohio
$18.4K -$16.3K -117 -47%
ZBNA
641
Zions Bancorporation, National Association
Utah
$17.6K +$5.02K +36 +40%
CA
642
Crewe Advisors
Utah
$17.6K +$10.9K +78 +166%
CFFP
643
Center for Financial Planning
Michigan
$17.5K – – –
TCM
644
Tradewinds Capital Management
Washington
$17.1K +$12.5K +90 +290%
CFO
645
CVA Family Office
Colorado
$16.7K -$837 -6 -5%
HIW
646
Holos Integrated Wealth
Pennsylvania
$16.4K – – –
KA
647
Kozak & Associates
Colorado
$16.4K – – –
FISPB
648
Fideuram - Intesa Sanpaolo Private Banking
$16.1K -$467K -3,350 -97%
EP
649
Essential Partners
California
$15K +$14.8K +106 New
OC
650
Oakworth Capital
Alabama
$14.6K – – –
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