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Vertex

Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
201
Mirae Asset Global Investments
South Korea
$2.39K -$934 -60 -23%
MCM
202
MAI Capital Management
Ohio
$2.05K +$2.68K +172 New
BWL
203
Bogart Wealth LLC
Virginia
$2.02K -$2.04K -131 -44%
RCM
204
Richardson Capital Management
Wisconsin
$1.62K +$2.12K +136 New
RIAS
205
Rachor Investment Advisory Services
Michigan
$1.55K +$467 +30 +30%
ASN
206
Advisory Services Network
Georgia
$1.42K +$1.85K +119 New
NWMP
207
Noble Wealth Management PBC
Colorado
$1.19K +$1.56K +100 New
RIL
208
Rothschild Investment LLC
Illinois
$939 -$280 -18 -19%
CPG
209
Cornerstone Planning Group
New Jersey
$492 +$561 +36 New
BTI
210
Blue Trust Inc
Georgia
$452 -$21.6K -1,385 -97%
SS
211
SBI Securities
Japan
$428 +$327 +21 +140%
KFI
212
Key Financial Inc
Pennsylvania
$416 – – –
CFO
213
CVA Family Office
Colorado
$357 +$467 +30 New
IPS
214
Investors Portfolio Services
Washington
$309 +$374 +24 New
EC
215
Elequin Capital
New York
$178 -$888 -57 -79%
KFAS
216
Keating Financial Advisory Services
Kansas
$131 +$156 +10 +1,000%
TFA
217
Transamerica Financial Advisors
Florida
$95 +$125 +8 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$36 -$202 -13 -81%
HFS
219
Hughes Financial Services
Virginia
$24 +$16 +1 +100%
DF
220
Dunhill Financial
United Kingdom
$22 -$16 -1 -50%
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$12 -$16 -1 -50%
Neuberger Berman Group
222
Neuberger Berman Group
New York
– -$56.3M -2,820,247 Closed
Massachusetts Financial Services
223
Massachusetts Financial Services
Massachusetts
– -$53.9M -2,698,276 Closed
CCA
224
Conestoga Capital Advisors
Pennsylvania
– -$50.1M -2,506,653 Closed
PWAM
225
Park West Asset Management
California
– -$36.6M -1,833,428 Closed