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Vertex

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Ameritas Advisory Services
Nebraska
$804 +$874 +70 New
SWM
202
Spire Wealth Management
Virginia
$600 -$3.47K -278 -84%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$585 -$2.63K -211 -81%
BIA
204
Bell Investment Advisors
California
$517 +$562 +45 New
MAM
205
Marquette Asset Management
Minnesota
$506 +$549 +44 New
SS
206
SBI Securities
Japan
$448 +$37 +3 +8%
BTI
207
Blue Trust Inc
Georgia
$436 – – –
KFI
208
Key Financial Inc
Pennsylvania
$402 – – –
CPG
209
Cornerstone Planning Group
New Jersey
$398 – – –
CA
210
Clearstead Advisors
Ohio
$265 +$287 +23 New
CFO
211
CVA Family Office
Colorado
$253 -$100 -8 -27%
EC
212
Elequin Capital
New York
$230 +$62 +5 +33%
TFA
213
Transamerica Financial Advisors
Florida
$195 +$112 +9 +113%
SIC
214
SJS Investment Consulting
Ohio
$115 +$125 +10 New
MWA
215
Medallion Wealth Advisors
Connecticut
$80 +$87 +7 New
CCMI
216
Creative Capital Management Investments
California
$69 +$75 +6 New
HIA
217
HFM Investment Advisors
New Jersey
$35 +$37 +3 New
KFAS
218
Keating Financial Advisory Services
Kansas
$23 -$112 -9 -82%
JWA
219
JFS Wealth Advisors
Pennsylvania
$23 -$12 -1 -33%
DF
220
DecisionPoint Financial
Arizona
$13 +$12 +1 New
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$12 – – –
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$11 -$2.71K -217 -100%
HFS
223
Hughes Financial Services
Virginia
$11 -$12 -1 -50%
APFP
224
Action Point Financial Planning
Michigan
$11 +$12 +1 New
LI
225
LRI Investments
Florida
$11 +$12 +1 New