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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
701
Compass Financial Services
Iowa
$6.95K – – –
VFM
702
Vision Financial Markets
Connecticut
$6.95K +$6.97K +35 New
IWM
703
Inlight Wealth Management
Georgia
$6.55K +$6.58K +33 New
CIAS
704
CBIZ Investment Advisory Services
Ohio
$6.35K +$1.4K +7 +28%
BF
705
BOK Financial
Oklahoma
$6.15K -$138K -695 -96%
EFMH
706
E Fund Management (HK)
Hong Kong
$6K +$4.18K +21 +300%
BLC
707
Brown, Lisle/Cummings
Rhode Island
$5.95K – – –
SO
708
Sierra Ocean
California
$5.95K +$2.19K +11 +58%
GSWM
709
Golden State Wealth Management
California
$5.56K – – –
W
710
WealthCollab
Washington
$5.56K – – –
AWM
711
Activest Wealth Management
Florida
$5.36K +$5.38K +27 New
CFB
712
Cullen/Frost Bankers
Texas
$5.16K +$2.59K +13 +100%
ADL
713
Asset Dedication LLC
California
$4.96K – – –
JWA
714
JFS Wealth Advisors
Pennsylvania
$4.76K +$797 +4 +20%
BIA
715
Bell Investment Advisors
California
$4.76K +$996 +5 +26%
SFCL
716
Strengthening Families & Communities LLC
Massachusetts
$4.55K +$399 +2 +10%
FPF
717
First Pacific Financial
Washington
$4.37K – – –
MCM
718
MV Capital Management
Maryland
$3.37K +$1.4K +7 +70%
T
719
Tidemark
California
$3.37K – – –
AG
720
AmeriFlex Group
Nevada
$3.17K – – –
AW
721
Avion Wealth
Texas
$3K – – –
WPWM
722
Western Pacific Wealth Management
Illinois
$2.58K – – –
RWM
723
Raffa Wealth Management
District of Columbia
$2.38K – – –
WTC
724
WhitTier Trust Company
Nevada
$2.38K – – –
BOJHT
725
Bank of Jackson Hole Trust
Wyoming
$2.35K – – –
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