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Zscaler
ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
676
Key Financial Inc
Pennsylvania
$10.4K – – –
CFO
677
CVA Family Office
Colorado
$10.2K +$534 +3 +6%
VNA
678
Valley National Advisers
Pennsylvania
$10K +$712 +4 +8%
GIA
679
GHP Investment Advisors
Colorado
$9.61K – – –
OCM
680
Orion Capital Management
California
$9.61K – – –
HWM
681
HighMark Wealth Management
Minnesota
$8.84K +$712 +4 +10%
MIA
682
MeadowBrook Investment Advisors
Michigan
$8.65K – – –
BHWM
683
Beaird Harris Wealth Management
Texas
$8.07K +$1.78K +10 +31%
CAC
684
Core Alternative Capital
Georgia
$7.69K – – –
SIS
685
Sound Income Strategies
Florida
$7.69K – – –
TSMHT
686
Thurston Springer Miller Herd & Titak
Indiana
$7.69K +$7.12K +40 New
SA
687
SRH Advisors
Kansas
$7.11K – – –
SFCL
688
Strengthening Families & Communities LLC
Massachusetts
$6K +$2.31K +13 +62%
BLC
689
Brown, Lisle/Cummings
Rhode Island
$5.77K +$5.34K +30 New
W
690
WealthCollab
Washington
$5.38K – – –
ZB
691
Zions Bancorporation
Utah
$5K +$534 +3 +13%
CIAS
692
CBIZ Investment Advisory Services
Ohio
$4.8K +$4.45K +25 New
PFBT
693
Parkside Financial Bank & Trust
Missouri
$4.61K -$20.5K -115 -83%
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$4.23K +$2.14K +12 +120%
SSG
695
Summit Securities Group
New York
$4K +$3.56K +20 New
AF
696
Arrow Financial
New York
$3.84K – – –
GI
697
Gradient Investments
Minnesota
$3.84K – – –
BIA
698
Bell Investment Advisors
California
$3.65K -$534 -3 -14%
MIM
699
Macroview Investment Management
Maryland
$3.27K -$6.58K -37 -69%
T
700
Tidemark
California
$3.27K +$356 +2 +13%
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