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Zeta Global
ZETA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
351
Blume Capital Management
California
$7.96K – – –
CFD
352
Creative Financial Designs
Indiana
$7.96K – – –
CCWM
353
Cassaday & Co Wealth Management
Virginia
$6.05K +$7.04K +380 New
RS
354
Rakuten Securities
Japan
$5.68K +$5.13K +277 +346%
MA
355
MCF Advisors
Kentucky
$5.48K -$2.48K -134 -28%
PTC
356
Private Trust Company
Ohio
$5.25K – – –
PA
357
Parallel Advisors
California
$5.25K +$5.89K +318 +2,650%
UIA
358
Ulland Investment Advisors
Minnesota
$5K – – –
HNB
359
Huntington National Bank
Ohio
$4.79K +$5.57K +301 New
PWMA
360
Pension & Wealth Management Advisors
Massachusetts
$3.98K – – –
BWL
361
Bogart Wealth LLC
Virginia
$3.77K +$3.7K +200 +541%
TWD
362
True Wealth Design
Ohio
$3.23K +$2.83K +153 +306%
IAIM
363
International Assets Investment Management
Florida
$3.15K – – –
FFO
364
Fortitude Family Office
Arizona
$3.12K – – –
CT
365
Colonial Trust
South Carolina
$3.05K – – –
QL
366
Quarry LP
New York
$2.8K -$4.46K -241 -58%
SL
367
Salomon & Ludwin
Virginia
$2.7K – – –
RF
368
Rossby Financial
Florida
$2.58K +$3.04K +164 New
PFBT
369
Parkside Financial Bank & Trust
Missouri
$2.42K +$592 +32 +27%
MMCM
370
Murphy & Mullick Capital Management
New York
$2.39K – – –
SWM
371
Spire Wealth Management
Virginia
$2.39K – – –
TSMHT
372
Thurston Springer Miller Herd & Titak
Indiana
$2.39K – – –
SWM
373
SHP Wealth Management
Massachusetts
$2.29K – – –
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$2.07K +$407 +22 +20%
LWM
375
Lodestone Wealth Management
Washington
$1.88K +$2.19K +118 New
13 14
15
16 17