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The Marzetti Company

Name Holding Trade Value Shares
Change
Change in
Stake
W
326
WealthCollab
Washington
$1.32K – – –
NWM
327
Navigoe Wealth Management
California
$1K – – –
WA
328
WPG Advisers
Maryland
$987 – – –
SageView Advisory Group
329
SageView Advisory Group
California
$987 +$1K +6 New
SFS
330
Sunrise Financial Services
Washington
$987 +$1K +6 New
OC
331
Optima Capital
Oregon
$986 +$1K +6 New
WA
332
Westfuller Advisors
New York
$959 – – –
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$823 -$167 -1 -17%
GFA
334
Godfrey Financial Associates
New York
$822 +$834 +5 New
TM
335
Torren Management
California
$683 +$668 +4 New
MCM
336
Manchester Capital Management
Vermont
$494 +$167 +1 +50%
CFO
337
CVA Family Office
Colorado
$493 +$501 +3 New
HIA
338
HFM Investment Advisors
New Jersey
$329 – – –
RWM
339
Rialto Wealth Management
New York
$329 – – –
HFS
340
Hughes Financial Services
Virginia
$329 +$334 +2 New
Larson Financial Group
341
Larson Financial Group
Missouri
$164 -$2.17K -13 -93%
QC
342
Quent Capital
New York
$164 -$668 -4 -80%
BHWM
343
Bay Harbor Wealth Management
Maryland
$164 -$167 -1 -50%
NRG
344
Nemes Rush Group
Michigan
$164 +$167 +1 New
TFA
345
Transamerica Financial Advisors
Florida
$164 +$167 +1 New
Cullen/Frost Bankers
346
Cullen/Frost Bankers
Texas
$7 – – –
Wellington Management Group
347
Wellington Management Group
Massachusetts
– -$12.5M -72,224 Closed
Lazard Asset Management
348
Lazard Asset Management
New York
– -$1.62M -9,398 Closed
Zurich Insurance Group
349
Zurich Insurance Group
Switzerland
– -$1.24M -7,200 Closed
Capstone Investment Advisors
350
Capstone Investment Advisors
New York
– -$1.16M -6,702 Closed