We are live on ! Find out more
GTM

ZoomInfo Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$1.06K +$1.11K +106 New
MFT
327
Moisand Fitzgerald Tamayo
Florida
$1K
SIC
328
SJS Investment Consulting
Ohio
$1K
SC
329
Swan Capital
Florida
$1K
AF
330
Abound Financial
California
$1K +$1.05K +100 New
PWA
331
Physician Wealth Advisors
Utah
$920 +$965 +92 New
SO
332
Sierra Ocean
California
$870 +$912 +87 New
GSWM
333
Golden State Wealth Management
California
$720
S
334
Sachetta
Massachusetts
$650 -$545 -52 -44%
BGAI
335
Bruce G. Allen Investments
Colorado
$640 +$357 +34 +113%
PWMG
336
Private Wealth Management Group
New Jersey
$600 -$42 -4 -6%
QC
337
Quent Capital
New York
$580 -$482 -46 -44%
AssetMark Inc
338
AssetMark Inc
California
$550 +$577 +55 New
CTWM
339
Cherry Tree Wealth Management
Minnesota
$520
CFO
340
CVA Family Office
Colorado
$450 +$472 +45 New
RAM
341
Riggs Asset Management
Pennsylvania
$390 -$52 -5 -11%
BFS
342
Bare Financial Services
Pennsylvania
$380 +$398 +38 New
SC
343
SouthState Corp
Florida
$350 +$367 +35 New
MCM
344
MV Capital Management
Maryland
$300 +$147 +14 +88%
FHA
345
First Horizon Advisors
Tennessee
$280 -$294 -28 -50%
RIL
346
Rothschild Investment LLC
Illinois
$280
MCM
347
Manchester Capital Management
Vermont
$240 -$765 -73 -75%
MMCM
348
Murphy & Mullick Capital Management
New York
$200
NC
349
NewSquare Capital
Pennsylvania
$200 +$210 +20 New
HCP
350
Hexagon Capital Partners
Arkansas
$180 -$2.51K -239 -93%