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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
751
Toth Financial Advisory
Virginia
$33.7K – – –
FC
752
Family CFO
California
$33.7K +$42.3K +150 New
MCA
753
McGuire Capital Advisors
Oklahoma
$31.9K +$40.1K +142 New
FHC
754
First Horizon Corporation
Tennessee
$31.5K – – –
UOTTAIMCU
755
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.4K +$38.1K +135 New
TCM
756
Tradewinds Capital Management
Washington
$29.5K +$12.7K +45 +52%
AA
757
AlphaCentric Advisors
Puerto Rico
$29.5K +$37K +131 New
CFFP
758
Center for Financial Planning
Michigan
$27.9K – – –
RCM
759
Raleigh Capital Management
North Carolina
$27.7K -$4.52K -16 -12%
PIS
760
POM Investment Strategies
North Carolina
$25.4K – – –
MTIC
761
Missouri Trust & Investment Company
Missouri
$24.7K -$13K -46 -29%
KA
762
Kozak & Associates
Colorado
$24.3K – – –
HIW
763
Holos Integrated Wealth
Pennsylvania
$24.3K – – –
NEWAS
764
N.E.W. Advisory Services
Wisconsin
$24.1K -$8.47K -30 -22%
CFO
765
CVA Family Office
Colorado
$24.1K -$1.13K -4 -4%
DAM
766
Delta Asset Management
Tennessee
$23.2K – – –
KPP
767
Kings Path Partners
Texas
$22.5K – – –
OC
768
Oakworth Capital
Alabama
$22.5K – – –
CTA
769
Colonial Trust Advisors
South Carolina
$22.5K +$28.2K +100 New
WSFS
770
Wilmington Savings Fund Society
Delaware
$22K – – –
CFB
771
Cullen/Frost Bankers
Texas
$21.6K -$49.1K -174 -64%
MA
772
Montag & Associates
Georgia
$21.4K -$16.9K -60 -39%
PAI
773
Pittenger & Anderson Inc
Nebraska
$21.4K – – –
QWM
774
Quaker Wealth Management
New Jersey
$19.3K – – –
RFP
775
Root Financial Partners
California
$19.3K -$565 -2 -2%
29 30
31
32 33