Ticker: ZECP CUSIP: 98888G105 Class: EARNGS CONSTANT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Latitude Advisors, LLC | 11,862 | $412 |
| Independent Wealth Network Inc. | 14,239 | $495 |
| Garden State Investment Advisory Services LLC | 10,826 | $379 |
| Security Financial Services, INC. | 12,100 | $421 |
| Vise Technologies, Inc. | 22,350 | $777 |
| SRS Capital Advisors, Inc. | 10,394 | $361 |
| Cornerstone Planning Group LLC | 1,791 | $63 |
| MGO ONE SEVEN LLC | 7,288 | $253 |
| Buckingham Strategic Partners | 5,956 | $207 |
| Kestra Advisory Services, LLC | 4,654 | $162 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CONTINENTAL INVESTORS SERVICES, INC. | 170,780 | 265,185 | +94,405 (+55.3%) |
| Navigation Wealth Management, Inc. | 149,995 | 159,531 | +9,536 (+6.4%) |
| M1 Capital Management LLC | 139,609 | 158,079 | +18,470 (+13.2%) |
| Koshinski Asset Management, Inc. | 111,830 | 284,843 | +173,013 (+154.7%) |
| GeoWealth Management, LLC | 122,929 | 342,785 | +219,856 (+178.8%) |
| Balboa Wealth Partners | 145,325 | 166,093 | +20,768 (+14.3%) |
| Wayfinding Financial, LLC | 160,372 | 162,671 | +2,299 (+1.4%) |
| Advyzon Investment Management, LLC | 62,210 | 93,634 | +31,424 (+50.5%) |
| Paragon Private Wealth Management, LLC | 69,515 | 77,404 | +7,889 (+11.3%) |
| Axim Planning & Wealth | 19,052 | 21,613 | +2,561 (+13.4%) |
| Rossby Financial, LCC | 19,612 | 27,381 | +7,769 (+39.6%) |
| Alteri Wealth LLC | 76,146 | 78,216 | +2,070 (+2.7%) |
| Virtue Capital Management, LLC | 127,630 | 130,605 | +2,975 (+2.3%) |
| Ignite Planners, LLC | 60,607 | 64,315 | +3,708 (+6.1%) |
| Faithward Advisors, LLC | 40,699 | 44,809 | +4,110 (+10.1%) |
| UNIQUE WEALTH, LLC | 33,520 | 37,736 | +4,216 (+12.6%) |
| CreativeOne Wealth, LLC | 468,449 | 476,681 | +8,232 (+1.8%) |
| Strategic Blueprint, LLC | 169,689 | 173,423 | +3,734 (+2.2%) |
| CoreCap Advisors, LLC | 89 | 5,010 | +4,921 (+5529.2%) |
| IHT Wealth Management, LLC | 11,008 | 15,014 | +4,006 (+36.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Carter Financial Group, INC. | 45,325 | 37,547 | -7,778 (-17.2%) |
| TRUE Private Wealth Advisors | 267,488 | 253,759 | -13,729 (-5.1%) |
| Empirical Asset Management, LLC | 21,069 | 15,946 | -5,123 (-24.3%) |
| VICTORY FINANCIAL GROUP, LLC | 27,522 | 22,548 | -4,974 (-18.1%) |
| Simplicity Wealth,LLC | 58,834 | 49,491 | -9,343 (-15.9%) |
| GTS SECURITIES LLC | 42,616 | 35,446 | -7,170 (-16.8%) |
| Creative Planning | 170,319 | 102,751 | -67,568 (-39.7%) |
| Arete Wealth Advisors, LLC | 229,206 | 224,646 | -4,560 (-2.0%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 140,351 | 135,741 | -4,610 (-3.3%) |
| Arista Wealth Management, LLC | 11,628 | 10,373 | -1,255 (-10.8%) |
| OMNI 360 Wealth, Inc. | 6,087 | 5,956 | -131 (-2.2%) |
| Private Advisor Group, LLC | 63,825 | 63,136 | -689 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| von Borstel & Associates, Inc. | 158,804 | $5 |
| TWO SIGMA INVESTMENTS, LP | 54,110 | $1,819 |
| FLOW TRADERS U.S. LLC | 16,204 | $1 |
| Allworth Financial LP | 2,799 | $94 |
| HRT FINANCIAL LP | 10,009 | $0 |