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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
701
Commonwealth Retirement Investments
Virginia
$3.53K +$3.49K +25 New
CPG
702
Cornerstone Planning Group
New Jersey
$3.41K +$697 +5 +26%
MSG
703
Main Street Group
Virginia
$3.39K – – –
TPCW
704
TD Private Client Wealth
New York
$3.39K +$1.81K +13 +118%
S
705
Sachetta
Massachusetts
$3.25K +$1.53K +11 +92%
BC
706
Barrett & Company
Rhode Island
$3.1K +$3.07K +22 New
CIEC
707
Crédit Industriel et Commercial
France
$2.82K – – –
PWA
708
Principia Wealth Advisory
Texas
$2.68K +$2.51K +18 +1,800%
APFP
709
Action Point Financial Planning
Michigan
$2.68K +$2.65K +19 New
T
710
Tidemark
California
$2.4K – – –
RWM
711
Raffa Wealth Management
District of Columbia
$2.4K +$279 +2 +13%
BLC
712
Brown, Lisle/Cummings
Rhode Island
$2.12K – – –
SWA
713
Strategic Wealth Advisors
Arizona
$2K – – –
MCM
714
MV Capital Management
Maryland
$1.98K +$1.25K +9 +180%
AG
715
AmeriFlex Group
Nevada
$1.83K – – –
BCV
716
Banque Cantonale Vaudoise
Switzerland
$1.7K -$632K -4,531 -27%
GEA
717
Glen Eagle Advisors
New Jersey
$1.69K – – –
PWMG
718
Prestige Wealth Management Group
New Jersey
$1.69K – – –
AWM
719
Activest Wealth Management
Florida
$1.55K +$837 +6 +120%
BCH
720
Berkshire Capital Holdings
California
$1.41K – – –
FB
721
First Bancorp
Maine
$1.41K +$1.39K +10 New
IPS
722
Investors Portfolio Services
Washington
$1.41K +$1.39K +10 New
BIA
723
Bell Investment Advisors
California
$1.27K -$1.11K -8 -47%
KG
724
Kilter Group
New York
$1.27K +$1.25K +9 New
MCA
725
McGuire Capital Advisors
Oklahoma
$1.27K -$16.2K -116 -93%
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