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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
626
Versant Capital Management
Arizona
$18.6K -$19.3K -109 -45%
MCA
627
McGuire Capital Advisors
Oklahoma
$17.5K -$3.02K -17 -12%
CFFP
628
Center for Financial Planning
Michigan
$17.4K – – –
CFO
629
CVA Family Office
Colorado
$17.4K +$3.02K +17 +16%
PIS
630
POM Investment Strategies
North Carolina
$15.9K – – –
HIW
631
Holos Integrated Wealth
Pennsylvania
$15.6K – – –
MTIC
632
Missouri Trust & Investment Company
Missouri
$15.4K – – –
AW
633
Avion Wealth
Texas
$15K +$16.5K +93 +489%
SL
634
Salomon & Ludwin
Virginia
$14.5K +$7.45K +42 +67%
DAM
635
Delta Asset Management
Tennessee
$14.4K – – –
RBI
636
Raiffeisen Bank International
Austria
$14.3K -$6.05M -34,116 -100%
SMFG
637
Sumitomo Mitsui Financial Group
Japan
$14K -$20.4K -115 -53%
CTA
638
Colonial Trust Advisors
South Carolina
$14K – – –
OC
639
Oakworth Capital
Alabama
$14K – – –
BH
640
Burk Holdings
Oklahoma
$14K +$17.7K +100 New
CCWM
641
Cassaday & Co Wealth Management
Virginia
$14K +$17.7K +100 New
OWP
642
ORG Wealth Partners
Texas
$14K +$17.7K +100 New
SGFG
643
Silver Grove Financial Group
New York
$14K +$17.7K +100 New
KA
644
Kozak & Associates
Colorado
$13.7K – – –
ZBNA
645
Zions Bancorporation, National Association
Utah
$12.5K +$5.67K +32 +56%
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$11.9K -$22.7K -128 -60%
QWM
647
Quaker Wealth Management
New Jersey
$11.6K -$532 -3 -3%
CCA
648
Catalyst Capital Advisors
New York
$11.1K +$3.72K +21 +36%
SA
649
Strategic Advocates
Utah
$10.8K -$85.1K -480 -86%
ACA
650
Atlas Capital Advisors
Wyoming
$9.82K – – –
24 25
26
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