We are live on ! Find out more
VERX icon

Vertex

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$1K -$467K -12,658 -100%
Simplex Trading
202
Simplex Trading
Illinois
$1K -$11.5K -313 -87%
C
203
Covestor
United Kingdom
$1K +$627 +17 New
S
204
SignatureFD
Georgia
$924 – – –
JWA
205
JFS Wealth Advisors
Pennsylvania
$886 +$405 +11 +92%
LC
206
Lindbrook Capital
California
$693 +$258 +7 +64%
CFO
207
CVA Family Office
Colorado
$578 – – –
PS
208
Principal Securities
Iowa
$385 +$369 +10 New
TFM
209
TFC Financial Management
Massachusetts
$309 – – –
SIC
210
SJS Investment Consulting
Ohio
$232 – – –
DPW
211
DiNuzzo Private Wealth
Pennsylvania
$232 +$111 +3 +100%
PA
212
Parallel Advisors
California
$231 – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$193 – – –
QC
214
Quent Capital
New York
$154 – – –
GWSG
215
GPS Wealth Strategies Group
Colorado
$128 – – –
WOC
216
West Oak Capital
California
$100 +$74 +2 New
CPA
217
Capital Performance Advisors
California
$77 +$74 +2 New
CA
218
Claris Advisors
Missouri
$77 +$74 +2 New
BMCM
219
Bryn Mawr Capital Management
Pennsylvania
– -$57.5M -1,596,000 Closed
Allspring Global Investments
220
Allspring Global Investments
North Carolina
– -$14.8M -409,571 Closed
MWP
221
Meridian Wealth Partners
Pennsylvania
– -$4.52M -125,291 Closed
Macquarie Group
222
Macquarie Group
Australia
– -$4M -110,856 Closed
Norges Bank
223
Norges Bank
Norway
– -$3.94M -109,210 Closed
AGM
224
Alpine Global Management
New York
– -$1.85M -51,391 Closed
Walleye Capital
225
Walleye Capital
New York
– -$990K -27,472 Closed