Filing Research | ZVIA - ZEVIA PBC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	NWAM LLC	Shares	35.9KSH	$58.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.9KSH	$53.2K
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	12.1KSH	$19.7K
4	SBI Securities Co., Ltd.	Shares	5.1KSH	$8.4K
5	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$2.6K
6	LRI Investments, LLC	Shares	1.0KSH	$1.6K
7	Fortitude Family Office, LLC	Shares	666SH	$1.1K
8	Farther Finance Advisors, LLC	Shares	659SH	$1.1K
9	True Wealth Design, LLC	Shares	552SH	$900
10	IFP Advisors, Inc	Shares	152SH	$248
11	GAMMA Investing LLC	Shares	139SH	$227
12	SJS Investment Consulting Inc.	Shares	77SH	$126
13	Wealth Enhancement Trust Services, Inc.	Shares	37SH	$60

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.9K	+$38.8K	$53.2K
2	NWAM LLC unchanged	Shares	0	+$16.5K	$58.5K
3	SBI Securities Co., Ltd. added	Shares	+2.6K	+$5.4K	$8.4K
4	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-1.0K	+$4.4K	$19.7K
5	EverSource Wealth Advisors, LLC added	Shares	+971	+$1.9K	$2.6K
6	Farther Finance Advisors, LLC added	Shares	+497	+$873	$1.1K
7	True Wealth Design, LLC added	Shares	+432	+$759	$900
8	LRI Investments, LLC unchanged	Shares	0	+$460	$1.6K
9	Fortitude Family Office, LLC trimmed	Shares	-25	+$278	$1.1K
10	GAMMA Investing LLC new	Shares	+139	+$227	$227
11	SJS Investment Consulting Inc. added	Shares	+74	+$122	$126
12	Wealth Enhancement Trust Services, Inc. new	Shares	+37	+$60	$60
13	IFP Advisors, Inc trimmed	Shares	-126	-$77	$248
14	Police & Firemen's Retirement System of New Jersey exited	Shares	-7.9K	-$9.3K	$0

Filing Research | ZVIA - ZEVIA PBC Institutional Holdings