Zevia PBC (ZVIA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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MacKenzie Financial Corp

DECREASED

Shares1,885,226 from 2,670,699

Change-785,473 (-29%)

Value$2.2M (-$2.1M)

Filed 2026-11-02

Jefferies Financial Group Inc.

DECREASED

Shares1,841,590 from 2,099,879

Change-258,289 (-12%)

Value$2.2M (-$1.2M)

Filed 2026-11-05

Brighton Jones LLC

DECREASED

Shares575,712 from 584,709

Change-8,997 (-2%)

Value$679.3K (-$273.7K)

Filed 2026-11-03

Geode Capital Management, LLC

INCREASED

Shares524,881 from 392,151

Change+132,730 (+34%)

Value$619.7K (-$20.0K)

Filed 2026-11-06

TD Waterhouse Canada Inc.

DECREASED

Shares197,711 from 198,150

Change-439 (0%)

Value$237.3K (-$121.4K)

Filed 2026-10-16

Dimensional Fund Advisors LP

UNCHANGED

Shares80,491 from 80,491

Change0 (0%)

Value$95.2K (-$35.6K)

Filed 2026-11-04

R Squared Ltd

NEW

Shares37,516

Change+37,516

Value$44.3K

Filed 2026-11-06

Capital Investment Advisors, LLC

NEW

Shares14,300

Change+14,300

Value$16.9K

Filed 2026-10-22

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

UNCHANGED

Shares12,116 from 12,116

Change0 (0%)

Value$14.3K (-$5.5K)

Filed 2026-10-14

LPL Financial LLC

NEW

Shares10,290

Change+10,290

Value$12.1K

Filed 2026-11-06

Simplex Trading, LLC

INCREASED

Shares7,308 from 753

Change+6,555 (+871%)

Value$8.6K (+$7.4K)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares5,467 from 1,341

Change+4,126 (+308%)

Value$6.5K (+$4.3K)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares5,174 from 5,138

Change+36 (+1%)

Value$6.1K (-$2.3K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares2,452 from 2,452

Change0 (0%)

Value$4.0K ($0)

Filed 2026-11-06

Essential Partners LLC

DECREASED

Shares784 from 1,844

Change-1,060 (-57%)

Value$925 (-$2.1K)

Filed 2026-10-14

Fortitude Family Office, LLC

DECREASED

Shares487 from 666

Change-179 (-27%)

Value$575 (-$511)

Filed 2026-10-14

Parallel Advisors, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$177 (-$68)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares106 from 659

Change-553 (-84%)

Value$125 (-$938)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares103 from 1,586

Change-1,483 (-94%)

Value$122 (-$2.5K)

Filed 2026-11-04

Provenance Wealth Advisors, LLC

NEW

Shares83

Change+83

Value$98

Filed 2026-10-30

PNC Financial Services Group, Inc.

DECREASED

Shares54 from 209

Change-155 (-74%)

Value$64 (-$277)

Filed 2026-11-06

True Wealth Design, LLC

DECREASED

Shares25 from 552

Change-527 (-95%)

Value$30 (-$870)

Filed 2026-10-13

Larson Financial Group LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$24 (-$9)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares17 from 152

Change-135 (-89%)

Value$20 (-$228)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

INCREASED

Shares15 from 3

Change+12 (+400%)

Value$18 (+$13)

Filed 2026-10-29

SJS Investment Consulting Inc.

DECREASED

Shares1 from 77

Change-76 (-99%)

Value$2 (-$124)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 30,941

Change-30,941 (-100%)

Value$0 (-$53.2K)

Filed 2026-10-13

Creative Planning

CLOSED

Shares0 from 23,859

Change-23,859 (-100%)

Value$0 (-$38.9K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 15,501

Change-15,501 (-100%)

Value$0 (-$25.3K)

Filed 2026-11-06

Barclays PLC

CLOSED

Shares0 from 3,282

Change-3,282 (-100%)

Value$0 (-$5.4K)

Filed 2026-11-06

Gamma Investing LLC

CLOSED

Shares0 from 139

Change-139 (-100%)

Value$0 (-$227)

Filed 2026-10-08

Clearstead Advisors, LLC

CLOSED

Shares0 from 68

Change-68 (-100%)

Value$0 (-$112)

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$60)

Filed 2026-10-07

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 11,400,428

Change-11,400,428 (-100%)

Value—

Topline Capital Management, LLC

N/A

Shares— from 7,177,524

Change-7,177,524 (-100%)

Value—

Kanen Wealth Management LLCA

N/A

Shares— from 2,693,236

Change-2,693,236 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,119,167

Change-2,119,167 (-100%)

Value—

Stoic Point Capital Management LLC

N/A

Shares— from 1,134,964

Change-1,134,964 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 969,397

Change-969,397 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 920,090

Change-920,090 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 804,400

Change-804,400 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 769,655

Change-769,655 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 765,891

Change-765,891 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 750,375

Change-750,375 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 699,189

Change-699,189 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 552,596

Change-552,596 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 452,386

Change-452,386 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 407,999

Change-407,999 (-100%)

Value—

Potrero Capital Research LLC

N/A

Shares— from 315,181

Change-315,181 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 272,100

Change-272,100 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 259,250

Change-259,250 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 236,526

Change-236,526 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 209,552

Change-209,552 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 203,474

Change-203,474 (-100%)

Value—

State Street Corp

N/A

Shares— from 188,828

Change-188,828 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 187,143

Change-187,143 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 177,421

Change-177,421 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 151,915

Change-151,915 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 142,188

Change-142,188 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 127,104

Change-127,104 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 121,812

Change-121,812 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 114,200

Change-114,200 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 91,841

Change-91,841 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 85,600

Change-85,600 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 83,338

Change-83,338 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 79,488

Change-79,488 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 66,949

Change-66,949 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 54,149

Change-54,149 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 50,346

Change-50,346 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 41,668

Change-41,668 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 36,698

Change-36,698 (-100%)

Value—

Nwam LLC

N/A

Shares— from 35,866

Change-35,866 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 32,629

Change-32,629 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 28,165

Change-28,165 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,956

Change-27,956 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 25,787

Change-25,787 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 19,327

Change-19,327 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,671

Change-17,671 (-100%)

Value—

Ruggaard & Associates LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 16,707

Change-16,707 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 16,513

Change-16,513 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 16,228

Change-16,228 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 15,015

Change-15,015 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 13,970

Change-13,970 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,623

Change-13,623 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,671

Change-12,671 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 10,593

Change-10,593 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,250

Change-10,250 (-100%)

Value—

Field & Main Bank

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 9,944

Change-9,944 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,681

Change-9,681 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,250

Change-6,250 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,083

Change-6,083 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,652

Change-5,652 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,021

Change-1,021 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 798

Change-798 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 579

Change-579 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 450

Change-450 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 291

Change-291 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 100

Change-100 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
MacKenzie Financial Corp	DECREASED	1,885,226	2,670,699	-785,473	-29%	$4.4M	$2.2M	-$2.1M	2026-11-02
Jefferies Financial Group Inc.	DECREASED	1,841,590	2,099,879	-258,289	-12%	$3.4M	$2.2M	-$1.2M	2026-11-05
Brighton Jones LLC	DECREASED	575,712	584,709	-8,997	-2%	$953.1K	$679.3K	-$273.7K	2026-11-03
Geode Capital Management, LLC	INCREASED	524,881	392,151	+132,730	+34%	$639.7K	$619.7K	-$20.0K	2026-11-06
TD Waterhouse Canada Inc.	DECREASED	197,711	198,150	-439	0%	$358.7K	$237.3K	-$121.4K	2026-10-16
Dimensional Fund Advisors LP	UNCHANGED	80,491	80,491	0	0%	$130.9K	$95.2K	-$35.6K	2026-11-04
R Squared Ltd	NEW	37,516	—	+37,516	—	—	$44.3K	—	2026-11-06
Capital Investment Advisors, LLC	NEW	14,300	—	+14,300	—	—	$16.9K	—	2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	UNCHANGED	12,116	12,116	0	0%	$19.7K	$14.3K	-$5.5K	2026-10-14
LPL Financial LLC	NEW	10,290	—	+10,290	—	—	$12.1K	—	2026-11-06
Simplex Trading, LLC	INCREASED	7,308	753	+6,555	+871%	$1.2K	$8.6K	+$7.4K	2026-11-04
Russell Investments Group, Ltd.	INCREASED	5,467	1,341	+4,126	+308%	$2.2K	$6.5K	+$4.3K	2026-11-06
SBI Securities Co., Ltd.	INCREASED	5,174	5,138	+36	+1%	$8.4K	$6.1K	-$2.3K	2026-10-22
Allworth Financial LP	UNCHANGED	2,452	2,452	0	0%	$4.0K	$4.0K	$0	2026-11-06
Essential Partners LLC	DECREASED	784	1,844	-1,060	-57%	$3.0K	$925	-$2.1K	2026-10-14
Fortitude Family Office, LLC	DECREASED	487	666	-179	-27%	$1.1K	$575	-$511	2026-10-14
Parallel Advisors, LLC	UNCHANGED	150	150	0	0%	$245	$177	-$68	2026-11-03
Farther Finance Advisors, LLC	DECREASED	106	659	-553	-84%	$1.1K	$125	-$938	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	103	1,586	-1,483	-94%	$2.6K	$122	-$2.5K	2026-11-04
Provenance Wealth Advisors, LLC	NEW	83	—	+83	—	—	$98	—	2026-10-30
PNC Financial Services Group, Inc.	DECREASED	54	209	-155	-74%	$341	$64	-$277	2026-11-06
True Wealth Design, LLC	DECREASED	25	552	-527	-95%	$900	$30	-$870	2026-10-13
Larson Financial Group LLC	UNCHANGED	20	20	0	0%	$33	$24	-$9	2026-11-05
IFP Advisors, Inc	DECREASED	17	152	-135	-89%	$248	$20	-$228	2026-10-16
Caitong International Asset Management Co., Ltd	INCREASED	15	3	+12	+400%	$5	$18	+$13	2026-10-29
SJS Investment Consulting Inc.	DECREASED	1	77	-76	-99%	$126	$2	-$124	2026-10-26
Wealth Enhancement Advisory Services, LLC	CLOSED	0	30,941	-30,941	-100%	$53.2K	$0	-$53.2K	2026-10-13
Creative Planning	CLOSED	0	23,859	-23,859	-100%	$38.9K	$0	-$38.9K	2026-11-02
Kestra Private Wealth Services, LLC	CLOSED	0	15,501	-15,501	-100%	$25.3K	$0	-$25.3K	2026-11-06
Barclays PLC	CLOSED	0	3,282	-3,282	-100%	$5.4K	$0	-$5.4K	2026-11-06
Gamma Investing LLC	CLOSED	0	139	-139	-100%	$227	$0	-$227	2026-10-08
Clearstead Advisors, LLC	CLOSED	0	68	-68	-100%	$112	$0	-$112	2026-11-06
Wealth Enhancement Trust Services, Inc.	CLOSED	0	37	-37	-100%	$60	$0	-$60	2026-10-07
Caisse de Depot ET Placement DU Quebec	N/A	—	11,400,428	-11,400,428	-100%	$18.6M	—	—	—
Topline Capital Management, LLC	N/A	—	7,177,524	-7,177,524	-100%	$11.7M	—	—	—
Kanen Wealth Management LLCA	N/A	—	2,693,236	-2,693,236	-100%	$4.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,119,167	-2,119,167	-100%	$3.5M	—	—	—
Stoic Point Capital Management LLC	N/A	—	1,134,964	-1,134,964	-100%	$1.8M	—	—	—
Jane Street Group, LLC	N/A	—	969,397	-969,397	-100%	$1.6M	—	—	—
AQR Capital Management LLC	N/A	—	920,090	-920,090	-100%	$1.5M	—	—	—
BlackRock, Inc.	N/A	—	804,400	-804,400	-100%	$1.3M	—	—	—
Squarepoint Ops LLC	N/A	—	769,655	-769,655	-100%	$1.3M	—	—	—
Renaissance Technologies LLC	N/A	—	765,891	-765,891	-100%	$1.2M	—	—	—
OneAscent Financial Services LLC	N/A	—	750,375	-750,375	-100%	$1.2M	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	699,189	-699,189	-100%	$1.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	552,596	-552,596	-100%	$900.7K	—	—	—
Two Sigma Investments, LP	N/A	—	452,386	-452,386	-100%	$737.4K	—	—	—
GSA Capital Partners LLP	N/A	—	407,999	-407,999	-100%	$665.0K	—	—	—
Potrero Capital Research LLC	N/A	—	315,181	-315,181	-100%	$513.7K	—	—	—
Canada Pension Plan Investment Board	N/A	—	272,100	-272,100	-100%	$443.5K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	259,250	-259,250	-100%	$422.6K	—	—	—
Millennium Management LLC	N/A	—	236,526	-236,526	-100%	$385.5K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	209,552	-209,552	-100%	$341.6K	—	—	—
Qube Research & Technologies Ltd	N/A	—	203,474	-203,474	-100%	$331.7K	—	—	—
State Street Corp	N/A	—	188,828	-188,828	-100%	$307.8K	—	—	—
HSBC Holdings PLC	N/A	—	187,143	-187,143	-100%	$298.5K	—	—	—
XTX Topco Ltd	N/A	—	177,421	-177,421	-100%	$289.2K	—	—	—
Focus Partners Wealth	N/A	—	151,915	-151,915	-100%	$247.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	142,188	-142,188	-100%	$231.8K	—	—	—
Centiva Capital, LP	N/A	—	127,104	-127,104	-100%	$207.2K	—	—	—
IEQ Capital, LLC	N/A	—	121,812	-121,812	-100%	$198.6K	—	—	—
Marshall Wace, LLP	N/A	—	114,200	-114,200	-100%	$186.1K	—	—	—
Mariner, LLC	N/A	—	91,841	-91,841	-100%	$149.7K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	85,600	-85,600	-100%	$139.5K	—	—	—
Northern Trust Corp	N/A	—	83,338	-83,338	-100%	$135.8K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	79,488	-79,488	-100%	$129.6K	—	—	—
HRT Financial LP	N/A	—	66,949	-66,949	-100%	$109.0K	—	—	—
JPMorgan Chase & Co	N/A	—	54,149	-54,149	-100%	$85.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	50,346	-50,346	-100%	$82.1K	—	—	—
Cerity Partners LLC	N/A	—	41,668	-41,668	-100%	$67.9K	—	—	—
Citadel Advisors LLC	N/A	—	36,698	-36,698	-100%	$59.8K	—	—	—
Nwam LLC	N/A	—	35,866	-35,866	-100%	$58.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	32,629	-32,629	-100%	$53.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	28,165	-28,165	-100%	$45.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	27,956	-27,956	-100%	$45.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	25,787	-25,787	-100%	$42.0K	—	—	—
Morgan Stanley	N/A	—	19,327	-19,327	-100%	$31.5K	—	—	—
Captrust Financial Advisors	N/A	—	17,671	-17,671	-100%	$28.8K	—	—	—
Ruggaard & Associates LLC	N/A	—	17,000	-17,000	-100%	$27.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	16,707	-16,707	-100%	$27.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	16,513	-16,513	-100%	$26.9K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	16,228	-16,228	-100%	$26.5K	—	—	—
Quadrature Capital Ltd	N/A	—	15,015	-15,015	-100%	$24.5K	—	—	—
Pallas Capital Advisors LLC	N/A	—	13,970	-13,970	-100%	$22.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,623	-13,623	-100%	$22.2K	—	—	—
IHT Wealth Management, LLC	N/A	—	13,000	-13,000	-100%	$21.2K	—	—	—
Raymond James Financial Inc	N/A	—	12,671	-12,671	-100%	$20.7K	—	—	—
AXQ Capital, LP	N/A	—	10,593	-10,593	-100%	$17.3K	—	—	—
Wells Fargo & Company	N/A	—	10,250	-10,250	-100%	$16.7K	—	—	—
Field & Main Bank	N/A	—	10,000	-10,000	-100%	$16.3K	—	—	—
Royal Bank of Canada	N/A	—	9,944	-9,944	-100%	$16.0K	—	—	—
Arax Advisory Partners	N/A	—	9,681	-9,681	-100%	$15.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,250	-6,250	-100%	$9.8K	—	—	—
FMR LLC	N/A	—	6,083	-6,083	-100%	$9.9K	—	—	—
UBS Group AG	N/A	—	5,652	-5,652	-100%	$9.2K	—	—	—
Federated Hermes, Inc.	N/A	—	1,021	-1,021	-100%	$1.7K	—	—	—
LRI Investments, LLC	N/A	—	1,000	-1,000	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	798	-798	-100%	$1.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	579	-579	-100%	$944	—	—	—
Global Retirement Partners, LLC	N/A	—	450	-450	-100%	$734	—	—	—
Group One Trading LLC	N/A	—	291	-291	-100%	$474	—	—	—
National Bank of Canada	N/A	—	100	-100	-100%	$162	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	41	-41	-100%	$66	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	40	-40	-100%	$65	—	—	—
JPL Wealth Management, LLC	N/A	—	11	-11	-100%	$18	—	—	—

Showing 105 of 105 institutions