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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
651
ORG Partners
Indiana
$5.64K +$6.03K +33 New
BLC
652
Brown, Lisle/Cummings
Rhode Island
$5.13K – – –
W
653
WealthCollab
Washington
$4.79K – – –
CIAS
654
CBIZ Investment Advisory Services
Ohio
$4.27K – – –
SFCL
655
Strengthening Families & Communities LLC
Massachusetts
$3.59K -$2.37K -13 -38%
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$3.42K -$365 -2 -9%
AF
657
Arrow Financial
New York
$3.42K – – –
BIA
658
Bell Investment Advisors
California
$3.25K – – –
AW
659
Avion Wealth
Texas
$3K +$1.64K +9 +100%
HWM
660
Hemington Wealth Management
Virginia
$3K +$3.47K +19 New
MIM
661
Macroview Investment Management
Maryland
$2.91K – – –
T
662
Tidemark
California
$2.91K – – –
JWA
663
JFS Wealth Advisors
Pennsylvania
$2.74K +$183 +1 +7%
LOIM
664
Liberty One Investment Management
Illinois
$2.22K -$12.2K -67 -84%
WPWM
665
Western Pacific Wealth Management
Illinois
$2.22K +$2.37K +13 New
RWM
666
Raffa Wealth Management
District of Columbia
$2.05K – – –
WTC
667
WhitTier Trust Company
Nevada
$2.05K – – –
AFWM
668
Abich Financial Wealth Management
Virginia
$2.05K +$1.46K +8 +200%
ZB
669
Zions Bancorporation
Utah
$1.88K -$2.74K -15 -58%
PWMG
670
Private Wealth Management Group
New Jersey
$1.71K – – –
BCH
671
Berkshire Capital Holdings
California
$1.71K – – –
CSC
672
Caldwell Sutter Capital
California
$1.71K – – –
GCS
673
Gordian Capital (Singapore)
Singapore
$1.71K – – –
MTIC
674
Missouri Trust & Investment Company
Missouri
$1.71K – – –
IAIM
675
International Assets Investment Management
Florida
$1.67K +$51.7M +283,201 +13,499%
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