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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
626
Tilia Fiduciary Partners
North Carolina
$9K +$8.82K +28 New
BWA
627
BDO Wealth Advisors
Florida
$8K -$7.87K -25 -50%
EFS
628
Econ Financial Services
Pennsylvania
$8K +$7.56K +24 New
WAC
629
William Allan Corp
Colorado
$8K +$7.87K +25 New
SFO
630
Standard Family Office
South Dakota
$7K +$7.24K +23 New
HFS
631
HBC Financial Services
Washington
$5K – – –
BIA
632
Bell Investment Advisors
California
$5K +$315 +1 +7%
KTC
633
Kistler-Tiffany Companies
Pennsylvania
$5K +$315 +1 +7%
ZB
634
Zions Bancorporation
Utah
$5K +$3.15K +10 +167%
MS
635
Mizuho Securities
Japan
$5K +$5.35K +17 New
EBA
636
Eagle Bay Advisors
New York
$4K -$3.78K -12 -50%
LFG
637
Larson Financial Group
Missouri
$4K – – –
BHWM
638
Beaird Harris Wealth Management
Texas
$4K +$3.78K +12 New
PCMC
639
Paragon Capital Management (Colorado)
Colorado
$4K +$3.78K +12 New
GI
640
Gradient Investments
Minnesota
$4K +$4.09K +13 New
RWM
641
Raffa Wealth Management
District of Columbia
$3.86K -$1.57K -5 -29%
TWC
642
TD Waterhouse Canada
Ontario, Canada
$3.38K +$3.78K +12 New
LPWM
643
Lake Point Wealth Management
Texas
$3K – – –
MTIC
644
Missouri Trust & Investment Company
Missouri
$3K +$3.15K +10 New
HVM
645
Harvest Volatility Management
Connecticut
$2.73K +$2.67M +8,479 New
DSC
646
Duncker Streett & Co
Missouri
$2K – – –
NOI
647
Newton One Investments
Delaware
$2K – – –
SWM
648
Sugarloaf Wealth Management
Georgia
$2K – – –
SC
649
Schubert & Co
Texas
$2K +$1.57K +5 New
CWA
650
Clearview Wealth Advisors
Oregon
$2K +$2.2K +7 New
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