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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Abound Wealth Management
Tennessee
$67.5K – – –
RMC
727
Resources Management Corp
Connecticut
$67K – – –
CAL
728
Capital Analysts LLC
Pennsylvania
$66K – – –
SIS
729
Sound Income Strategies
Florida
$64.4K +$73.7K +261 +653%
XC
730
XY Capital
Hong Kong
$62.1K +$77.9K +276 New
WT
731
Whittier Trust
California
$61.5K – – –
NS
732
NBC Securities
Alabama
$61.4K – – –
PTC
733
Private Trust Company
Ohio
$60.1K -$565 -2 -0.7%
CFD
734
Creative Financial Designs
Indiana
$58.9K +$73.7K +261 +26,100%
VIS
735
Vega Investment Solutions
France
$56.7K +$71.1K +252 New
SSG
736
Summit Securities Group
New York
$54.7K +$68.6K +243 New
VCM
737
Versant Capital Management
Arizona
$54.4K -$3.1K -11 -4%
ACA
738
American Capital Advisory
Idaho
$54K -$282 -1 -0.4%
RFG
739
REAP Financial Group
Texas
$53.1K +$11.9K +42 +22%
QL
740
Quarry LP
New York
$52.2K +$30.8K +109 +89%
SMFG
741
Sumitomo Mitsui Financial Group
Japan
$49K -$815K -2,889 -93%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$47.9K +$565 +2 +0.9%
SWP
743
Strategic Wealth Partners
Ohio
$47.2K +$35.3K +125 +147%
WETS
744
Wealth Enhancement Trust Services
South Dakota
$46.8K +$58.7K +208 New
CT
745
Caldwell Trust
Florida
$45K – – –
CBT
746
Crews Bank & Trust
Florida
$45K – – –
BBHC
747
Brown Brothers Harriman & Co
New York
$42.7K -$24.3K -86 -31%
RAM
748
Reflection Asset Management
South Carolina
$40.5K +$50.8K +180 New
BC
749
Barrett & Company
Rhode Island
$39.4K – – –
SFG
750
Strive Financial Group
Indiana
$38.9K +$48.8K +173 New
28 29
30
31 32