Vault-13

ZEVIA PBC ZVIA

CL A · Common Stock · CUSIP 98955K104 · ISIN US98955K1043

American zero-calorie soft drinks manufacturer

118 institutional holders +9 vs Q4 2025
44,906,59744.9m shares reported held*
$52.6mreported value*
29 new 39 added 33 reduced 21 sold out net sold ≈ $1.9m (-1.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($359 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1.17. Options: 5 managers hold calls ($80.0k notional), 1 hold puts ($117).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 47Q4 22: 60Q1 23: 65Q2 23: 70Q3 23: 59Q4 23: 64Q1 24: 51Q2 24: 60Q3 24: 40Q4 24: 66Q1 25: 82Q2 25: 99Q3 25: 100Q4 25: 109Q1 26: 118118Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202247
Q4 202260
Q1 202365
Q2 202370
Q3 202359
Q4 202364
Q1 202451
Q2 202460
Q3 202440
Q4 202466
Q1 202582
Q2 202599
Q3 2025100
Q4 2025109
Q1 2026118

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 29 bought or addedQ2 24: 31 cut or sold outQ3 24: 6 bought or addedQ3 24: 41 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 14 cut or sold outQ1 25: 52 bought or addedQ1 25: 28 cut or sold outQ1 25Q2 25: 71 bought or addedQ2 25: 43 cut or sold outQ3 25: 50 bought or addedQ3 25: 46 cut or sold outQ3 25Q4 25: 69 bought or addedQ4 25: 34 cut or sold outQ1 26: 68 bought or addedQ1 26: 54 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242931
Q3 2024641
Q4 20244314
Q1 20255228
Q2 20257143
Q3 20255046
Q4 20256934
Q1 20266854

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ2 25 calls: $297.4kQ2 25 puts: $260.8kQ2 25P/C 0.88Q3 25 calls: $249.8kQ3 25 puts: $140.9kQ3 25P/C 0.56Q4 25 calls: $189.8kQ4 25 puts: $122.0kQ4 25P/C 0.64Q1 26 calls: $80.0kQ1 26 puts: $117Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$297.4k$260.8k0.88
Q3 2025$249.8k$140.9k0.56
Q4 2025$189.8k$122.0k0.64
Q1 2026$80.0k$1170.00

Biggest buyers

Potrero Capital Research LLC New +1,743,031+1.7m
Topline Capital Management, LLC Added +1,626,874+1.6m
Kanen Wealth Management LLC New +1,250,000+1.2m
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +959,038+959.0k
Stoic Point Capital Management LLC New +741,168+741.2k
BCS Private Wealth Management, Inc. New +699,189+699.2k
AQR CAPITAL MANAGEMENT LLC Added +417,788+417.8k
Squarepoint Ops LLC Added +333,933+333.9k
GSA CAPITAL PARTNERS LLP Added +275,896+275.9k
ArrowMark Colorado Holdings LLC Added +250,000+250.0k

Biggest sellers

Caisse de depot et placement du Quebec Reduced -3,500,000-3.5m
Divisadero Street Capital Management, LP Reduced -2,636,464-2.6m
EMERALD MUTUAL FUND ADVISERS TRUST Sold out -800,124-800.1k
TWO SIGMA INVESTMENTS, LP Reduced -543,429-543.4k
Point72 Asset Management, L.P. Sold out -366,243-366.2k
TWO SIGMA ADVISERS, LP Sold out -357,200-357.2k
JANE STREET GROUP, LLC Sold out -345,515-345.5k
CITADEL ADVISORS LLC Reduced -262,627-262.6k
Qube Research & Technologies Ltd Reduced -258,452-258.5k
JACOBS LEVY EQUITY MANAGEMENT, INC Reduced -233,609-233.6k

Biggest calls

CITADEL ADVISORS LLC Added $28.7k24.5k shares
JANE STREET GROUP, LLC New $21.9k18.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $20.4k17.4k shares
SIMPLEX TRADING, LLC Reduced $7.5k6.4k shares
GROUP ONE TRADING LLC Added $1.6k1.4k shares

Biggest puts

SIMPLEX TRADING, LLC Unchanged $117100 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 13D · may seek influence -4.2 pts · filed 2026-05-28 15.9% -4.2 pts 11.4m≈ $18.6m 2026-05-28
Topline Capital Management, LLC 13G · institution new · filed 2026-02-13 8.8% new 6.0m≈ $9.7m 2026-02-13

Fell to 5% or below in the last year: Tallwoods Investments, LLC (1.0%, 2026-02-17), Divisadero Street Capital Management, LP (4.8%, 2026-02-13)

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 24: 1 buyingQ2 24: 0 sellingQ3 24: 4 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 3 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 3 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20241$49.0k0——
Q3 20244$50.4k0——
Q4 20240—1$4.9m—
Q1 20250—3$321.7k—
Q2 20250—1$203.2k—
Q3 20250—0——
Q4 20250—1$528.0k—
Q1 20260—3$273.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-30 Taylor Amy President & CEO, director Sold 10,776 $1.16 $12.5k10.8k shares -<1%
2026-03-27 Taylor Amy President & CEO, director Sold 66,501 $1.14 $75.8k66.5k shares -3%
2026-03-26 Taylor Amy President & CEO, director Sold 66,731 $1.17 $78.1k66.7k shares -3%
2026-03-25 Satya Girish Chief Financial Officer Sold 41,662 $1.18 $49.2k41.7k shares -11%
2026-03-03 Spence Padraic L. Director Sold 40,000 $1.44 $57.6k40.0k shares -2%
2026-01-27 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC +1 10% owner Sold 3,500,000 $2.00 $7.0m3.5m shares -20%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Caisse de depot et placement du Quebec 0.03% of their portfolio Montreal, A8 13,550,42813.6m $15.9m $15.9m 0.03% Reduced -3.5m -3,500,000
2 Topline Capital Management, LLC 1.30% of their portfolio SANTA MONICA, CA 6,748,6646.7m $7.9m $7.9m 1.30% Added +1.6m +1,626,874
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,117,7873.1m $3.6m $3.6m 0.00% Reduced -54.5k -54,491
4 Jefferies Financial Group Inc. 0.03% of their portfolio NEW YORK, NY 2,096,5902.1m $2.5m $2.5m 0.03% Unchanged
5 Potrero Capital Research LLC 1.25% of their portfolio SAN FRANCISCO, CA 1,743,0311.7m $2.0m $2.0m 1.25% New
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,683,7311.7m $2.0m $2.0m 0.00% First filing
7 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 1,526,2941.5m $1.8m $1.8m 0.01% Reduced -170.7k -170,745
8 Kanen Wealth Management LLC 0.53% of their portfolio COCONUT CREEK, FL 1,250,0001.2m $1.5m $1.5m 0.53% New
9 ArrowMark Colorado Holdings LLC 0.03% of their portfolio Denver, CO 1,062,7631.1m $1.2m $1.2m 0.03% Added +250.0k +250,000
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,047,8031.0m $1.2m $1.2m 0.00% Added +24.4k +24,412
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 959,038959.0k $1.1m $1.1m 0.00% New
12 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 811,826811.8k $949.8k $949.8k 0.00% Added +203.0k +203,000
13 Stoic Point Capital Management LLC 0.85% of their portfolio PALO ALTO, CA 741,168741.2k $867.2k $867.2k 0.85% New
14 BCS Private Wealth Management, Inc. 0.25% of their portfolio RUMSON, NJ 699,189699.2k $818.1k $818.1k 0.25% New
15 Divisadero Street Capital Management, LP 0.03% of their portfolio MIAMI, FL 577,497577.5k $675.7k $675.7k 0.03% Reduced -2.6m -2,636,464
16 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 545,298545.3k $638.0k $638.0k 0.00% Added +333.9k +333,933
17 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 529,824529.8k $619.9k $619.9k 0.00% Added +417.8k +417,788
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 505,731505.7k $591.7k $591.7k 0.00% Added +13.1k +13,060
19 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 430,635430.6k $503.8k $503.8k 0.00% Added +86.8k +86,761
20 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 394,637394.6k $461.7k $461.7k 0.00% First filing
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 360,203360.2k $421.4k $421.4k 0.00% Added +9.3k +9,253
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 344,988345.0k $403.6k $403.6k 0.00% Reduced -6.5k -6,537
23 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 313,100313.1k $366.0k $366.0k 0.02% Added +275.9k +275,896
24 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 293,889293.9k $343.9k $343.9k 0.00% Reduced -233.6k -233,609
25 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 256,634256.6k $300.3k $300.3k 0.00% First filing
26 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 214,319214.3k $250.9k $250.9k 0.00% Reduced -221.4k -221,412
27 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 190,602190.6k $220.9k $220.9k 0.00% Added +59.6k +59,560
28 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 172,957173.0k $202.4k $202.4k 0.00% Reduced -258.5k -258,452
29 Castle Hook Partners LP 0.00% of their portfolio NEW YORK, NY 171,796171.8k $201.0k $201.0k 0.00% New
30 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 150,500150.5k $176.1k $176.1k 0.00% Unchanged
31 Centiva Capital, LP 0.01% of their portfolio New York, NY 147,749147.7k $172.9k $172.9k 0.01% Reduced -6.3k -6,344
32 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 145,264145.3k $170.0k $170.0k 0.00% Added +2.3k +2,325
33 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 139,761139.8k $163.5k $163.5k 0.00% Reduced -13.7k -13,749
34 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 138,500138.5k $162.0k $162.0k 0.00% Reduced -543.4k -543,429
35 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 124,151124.2k $145.3k $145.3k 0.00% New
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 112,370112.4k $131.5k $131.5k 0.00% Added +12.8k +12,844
37 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 110,600110.6k $129.4k $129.4k 0.00% Reduced -81.1k -81,100
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 110,465110.5k $129.2k $129.2k 0.00% Reduced -47.1k -47,122
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 78,54678.5k $94.3k $94.3k 0.00% Added +1.4k +1,429
40 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 78,14078.1k $181.3k $181.3k 0.00% Added +13.7k +13,650
41 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 76,59676.6k $89.6k $89.6k 0.00% Added +48.2k +48,239
42 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 73,80173.8k $86.3k $86.3k 0.00% New
43 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 54,98255.0k $64.0k $64.0k 0.00% Added +44.6k +44,610
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 51,71951.7k $60.5k $60.5k 0.00% Reduced -64.0k -63,983
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 51,55451.6k $60.3k $60.3k 0.00% Added +1.2k +1,204
46 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 49,72549.7k $58.2k $58.2k 0.00% New
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 46,30346.3k $54.2k $54.2k 0.00% Added +25.8k +25,773
48 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 45,62945.6k $53.4k $53.4k 0.00% Added +4.9k +4,936
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,94743.9k $51.4k $51.4k 0.00% Reduced -48.2k -48,214
50 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 42,99143.0k $50.3k $50.3k 0.00% Reduced -245 -245
51 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 42,93042.9k $50.2k $50.2k 0.00% Added +31.2k +31,226
52 NWAM LLC 0.00% of their portfolio MERCER ISLAND, WA 35,86635.9k $42.0k $42.0k 0.00% Reduced -775 -775
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,87432.9k $38.5k $38.5k 0.00% Reduced -262.6k -262,627
54 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 29,24029.2k $35.0k $35.0k 0.00% Added +9.7k +9,687
55 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 28,50028.5k $33.3k $33.3k 0.00% Unchanged
56 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 26,39026.4k $30.9k $30.9k 0.00% Added +643 +643
57 NINE MASTS CAPITAL Ltd 0.00% of their portfolio CENTRAL, K3 26,34326.3k $30.8k $30.8k 0.00% New
58 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 23,63123.6k $27.6k $27.6k 0.00% Unchanged
59 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 23,09723.1k $27.0k $27.0k 0.00% Added +18.6k +18,584
60 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 21,60621.6k $25.3k $25.3k 0.00% New
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 20,94820.9k $24.5k $24.5k 0.00% Added +20.7k +20,687
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,16520.2k $23.6k $23.6k 0.00% Reduced -40.6k -40,585
63 Virtu Financial LLC 0.00% of their portfolio New York, NY 20,02920.0k $23.0k $23.0k 0.00% Reduced -8.4k -8,418
64 R Squared Ltd 0.01% of their portfolio HONG KONG, K3 19,60019.6k $22.9k $22.9k 0.01% Reduced -24.4k -24,412
65 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 19,35819.4k $22.6k $22.6k 0.00% Reduced -5.9k -5,935
66 Dynamic Technology Lab Private Ltd 0.00% of their portfolio SINGAPORE, U0 16,94116.9k $19.8k $19.8k 0.00% New
67 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 16,91716.9k $20.0k $20.0k 0.00% Added +3.7k +3,670
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 16,51316.5k $19.3k $19.3k 0.00% First filing
69 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.00% of their portfolio New York, NY 16,22816.2k $19.0k $19.0k 0.00% Unchanged
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 16,06716.1k $18.8k $18.8k 0.00% Reduced -407 -407
71 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 13,95013.9k $16.3k $16.3k 0.00% Reduced -402 -402
72 Catalina Capital Group, LLC 0.01% of their portfolio Torrance, CA 13,62313.6k $15.9k $15.9k 0.01% Added +3.6k +3,623
73 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.00% of their portfolio Westlake, OH 13,11613.1k $15.3k $15.3k 0.00% Added +1.4k +1,395
74 DKM Wealth Management, Inc. 0.01% of their portfolio STOCKTON, CA 13,00013.0k $15.2k $15.2k 0.01% Unchanged
75 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,67112.7k $14.8k $14.8k 0.00% Added +691 +691
76 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,58812.6k $14.7k $14.7k 0.00% Reduced -124.8k -124,822
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,04312.0k $14.5k $14.5k 0.00% New
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 11,76911.8k $13.8k $13.8k 0.00% Reduced -75.0k -75,006
79 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 11,29511.3k $13.2k $13.2k 0.00% Reduced -3.2k -3,170
80 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,95111.0k $12.8k $12.8k 0.00% New
81 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,76310.8k $12.6k $12.6k 0.00% New
82 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 10,04010.0k $11.7k $11.7k 0.00% Unchanged
83 Field & Main Bank 0.00% of their portfolio HENDERSON, KY 10,00010.0k $11.7k $11.7k 0.00% Unchanged
84 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 7,9077.9k $9.3k $9.3k 0.00% Unchanged
85 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 7,7747.8k $9.1k $9.1k 0.00% Added +344 +344
86 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,5776.6k $8.0k $8.0k 0.00% Added +3.9k +3,856
87 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,2506.2k $7.1k $7.1k 0.00% New
88 Legal & General Group Plc 0.00% of their portfolio London, X0 5,0485.0k $6.0k $6.0k 0.00% Reduced -1.0k -1,030
89 FMR LLC 0.00% of their portfolio BOSTON, MA 3,8573.9k $4.5k $4.5k 0.00% Reduced -2.3k -2,294
90 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,2223.2k $3.8k $3.8k 0.00% Unchanged
91 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3,2063.2k $3.8k $3.8k 0.00% Reduced -49.2k -49,155
92 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3,0853.1k $3.6k $3.6k 0.00% New
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 3,0063.0k $3.5k $3.5k 0.00% Reduced -410 -410
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,9122.9k $3.4k $3.4k 0.00% Added +1.7k +1,655
95 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,5472.5k $3.0k $3.0k 0.00% Added +2.2k +2,246
96 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,5001.5k $1.8k $1.8k 0.00% New
97 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 1,5001.5k $1.8k $1.8k 0.00% New
98 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 1,0001.0k $1.2k $1.2k 0.00% Unchanged
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 748748 $876 $876 0.00% Added +745 +745
100 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 691691 $808 $808 0.00% Reduced -276 -276