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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
651
Parkside Financial Bank & Trust
Missouri
$5.64K +$1.64K +9 +38%
OP
652
ORG Partners
Indiana
$5.64K +$6.03K +33 New
BLC
653
Brown, Lisle/Cummings
Rhode Island
$5.13K – – –
W
654
WealthCollab
Washington
$4.79K – – –
CIAS
655
CBIZ Investment Advisory Services
Ohio
$4.27K – – –
SFCL
656
Strengthening Families & Communities LLC
Massachusetts
$3.59K -$2.37K -13 -38%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$3.42K -$365 -2 -9%
AF
658
Arrow Financial
New York
$3.42K – – –
BIA
659
Bell Investment Advisors
California
$3.25K – – –
AW
660
Avion Wealth
Texas
$3K +$1.64K +9 +100%
HWM
661
Hemington Wealth Management
Virginia
$3K +$3.47K +19 New
MIM
662
Macroview Investment Management
Maryland
$2.91K – – –
T
663
Tidemark
California
$2.91K – – –
JWA
664
JFS Wealth Advisors
Pennsylvania
$2.74K +$183 +1 +7%
LOIM
665
Liberty One Investment Management
Illinois
$2.22K -$12.2K -67 -84%
WPWM
666
Western Pacific Wealth Management
Illinois
$2.22K +$2.37K +13 New
RWM
667
Raffa Wealth Management
District of Columbia
$2.05K – – –
WTC
668
WhitTier Trust Company
Nevada
$2.05K – – –
AFWM
669
Abich Financial Wealth Management
Virginia
$2.05K +$1.46K +8 +200%
ZB
670
Zions Bancorporation
Utah
$1.88K -$2.74K -15 -58%
PWMG
671
Private Wealth Management Group
New Jersey
$1.71K – – –
BCH
672
Berkshire Capital Holdings
California
$1.71K – – –
CSC
673
Caldwell Sutter Capital
California
$1.71K – – –
GCS
674
Gordian Capital (Singapore)
Singapore
$1.71K – – –
MTIC
675
Missouri Trust & Investment Company
Missouri
$1.71K – – –
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