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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
701
Hemington Wealth Management
Virginia
$7K +$2.39K +12 +50%
TCM
702
Tradewinds Capital Management
Washington
$6.95K -$3.98K -20 -36%
CFS
703
Compass Financial Services
Iowa
$6.95K – – –
VFM
704
Vision Financial Markets
Connecticut
$6.95K +$6.97K +35 New
IWM
705
Inlight Wealth Management
Georgia
$6.55K +$6.58K +33 New
CIAS
706
CBIZ Investment Advisory Services
Ohio
$6.35K +$1.4K +7 +28%
BF
707
BOK Financial
Oklahoma
$6.15K -$138K -695 -96%
EFMH
708
E Fund Management (HK)
Hong Kong
$6K +$4.18K +21 +300%
BLC
709
Brown, Lisle/Cummings
Rhode Island
$5.95K – – –
SO
710
Sierra Ocean
California
$5.95K +$2.19K +11 +58%
GSWM
711
Golden State Wealth Management
California
$5.56K – – –
W
712
WealthCollab
Washington
$5.56K – – –
AWM
713
Activest Wealth Management
Florida
$5.36K +$5.38K +27 New
CFB
714
Cullen/Frost Bankers
Texas
$5.16K +$2.59K +13 +100%
ADL
715
Asset Dedication LLC
California
$4.96K – – –
JWA
716
JFS Wealth Advisors
Pennsylvania
$4.76K +$797 +4 +20%
BIA
717
Bell Investment Advisors
California
$4.76K +$996 +5 +26%
SFCL
718
Strengthening Families & Communities LLC
Massachusetts
$4.55K +$399 +2 +10%
FPF
719
First Pacific Financial
Washington
$4.37K – – –
MCM
720
MV Capital Management
Maryland
$3.37K +$1.4K +7 +70%
T
721
Tidemark
California
$3.37K – – –
AG
722
AmeriFlex Group
Nevada
$3.17K – – –
AW
723
Avion Wealth
Texas
$3K – – –
WPWM
724
Western Pacific Wealth Management
Illinois
$2.58K – – –
RWM
725
Raffa Wealth Management
District of Columbia
$2.38K – – –
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