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Zeta Global

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
SHP Wealth Management
Massachusetts
$2.83K – – –
PFBT
377
Parkside Financial Bank & Trust
Missouri
$2.36K -$594 -32 -21%
LWM
378
Lodestone Wealth Management
Washington
$2.32K – – –
AAG
379
Armstrong Advisory Group
Massachusetts
$2.3K +$2.17K +117 New
WA
380
WPG Advisers
Maryland
$2.17K – – –
CA
381
Continuum Advisory
Idaho
$2.03K +$1.91K +103 New
DB
382
Danske Bank
Denmark
$1.97K – – –
BFS
383
Bare Financial Services
Pennsylvania
$1.81K +$816 +44 +92%
CFO
384
CVA Family Office
Colorado
$1.61K +$946 +51 +165%
TFA
385
Toth Financial Advisory
Virginia
$1.48K – – –
SIC
386
SJS Investment Consulting
Ohio
$1.38K +$371 +20 +40%
QL
387
Quarry LP
New York
$1.2K -$2.13K -115 -65%
CFM
388
Cornerstone Financial Management
Massachusetts
$1.18K +$56 +3 +5%
EF
389
Entrust Financial
Pennsylvania
$1.18K +$1.11K +60 New
SFG
390
Strive Financial Group
Indiana
$984 – – –
HFS
391
Hughes Financial Services
Virginia
$905 -$37 -2 -4%
AssetMark Inc
392
AssetMark Inc
California
$886 -$93 -5 -10%
ZBNA
393
Zions Bancorporation, National Association
Utah
$866 -$1.09K -59 -57%
BIA
394
Bell Investment Advisors
California
$847 -$538 -29 -40%
BWL
395
Bogart Wealth LLC
Virginia
$728 -$3.71K -200 -84%
KFAS
396
Keating Financial Advisory Services
Kansas
$689 +$649 +35 New
TCOV
397
Trust Company of Vermont
Vermont
$669 +$631 +34 New
JWM
398
JPL Wealth Management
Colorado
$650 +$612 +33 New
IA
399
IFG Advisory
Georgia
$590 +$556 +30 New
APFP
400
Action Point Financial Planning
Michigan
$570 +$538 +29 New