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Zeta Global

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
SHP Wealth Management
Massachusetts
$2.83K
LWM
377
Lodestone Wealth Management
Washington
$2.32K
AAG
378
Armstrong Advisory Group
Massachusetts
$2.3K +$2.17K +117 New
WA
379
WPG Advisers
Maryland
$2.17K
CA
380
Continuum Advisory
Idaho
$2.03K +$1.91K +103 New
DB
381
Danske Bank
Denmark
$1.97K
BFS
382
Bare Financial Services
Pennsylvania
$1.81K +$816 +44 +92%
CFO
383
CVA Family Office
Colorado
$1.61K +$946 +51 +165%
TFA
384
Toth Financial Advisory
Virginia
$1.48K
SIC
385
SJS Investment Consulting
Ohio
$1.38K +$371 +20 +40%
QL
386
Quarry LP
New York
$1.2K -$2.13K -115 -65%
CFM
387
Cornerstone Financial Management
Massachusetts
$1.18K +$56 +3 +5%
EF
388
Entrust Financial
Pennsylvania
$1.18K +$1.11K +60 New
SFG
389
Strive Financial Group
Indiana
$984
HFS
390
Hughes Financial Services
Virginia
$905 -$37 -2 -4%
AssetMark Inc
391
AssetMark Inc
California
$886 -$93 -5 -10%
ZBNA
392
Zions Bancorporation, National Association
Utah
$866 -$1.09K -59 -57%
BIA
393
Bell Investment Advisors
California
$847 -$538 -29 -40%
BWL
394
Bogart Wealth LLC
Virginia
$728 -$3.71K -200 -84%
KFAS
395
Keating Financial Advisory Services
Kansas
$689 +$649 +35 New
TCOV
396
Trust Company of Vermont
Vermont
$669 +$631 +34 New
JWM
397
JPL Wealth Management
Colorado
$650 +$612 +33 New
IA
398
IFG Advisory
Georgia
$590 +$556 +30 New
APFP
399
Action Point Financial Planning
Michigan
$570 +$538 +29 New
HWA
400
HHM Wealth Advisors
Tennessee
$492 +$464 +25 New