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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
426
Davenport & Co
Virginia
$475K +$82.5K +369 +23%
PI
427
Pettee Investors
Connecticut
$472K – – –
AA
428
ALPS Advisors
Colorado
$471K – – –
WJWM
429
Williams Jones Wealth Management
New York
$460K -$11K -49 -2%
NNP
430
Nachman Norwood & Parrott
South Carolina
$451K +$421K +1,885 New
PGFC
431
Peapack-Gladstone Financial Corp
New Jersey
$440K -$447 -2 -0.1%
RIL
432
Rothschild Investment LLC
Illinois
$435K -$3.35K -15 -0.8%
SCM
433
Shapiro Capital Management
Georgia
$431K – – –
RRCM
434
Rappaport Reiches Capital Management
Illinois
$431K +$402K +1,799 New
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$417K -$2.23K -10 -0.6%
HPC
436
HM Payson & Co
Maine
$416K – – –
PA
437
Profund Advisors
Maryland
$415K +$15K +67 +4%
SP
438
Symmetry Partners
Connecticut
$413K – – –
OQS
439
Occudo Quantitative Strategies
Florida
$410K -$533K -2,384 -58%
FTDI
440
First Trust Direct Indexing
Massachusetts
$409K -$56.1K -251 -13%
AIP
441
Ameritas Investment Partners
Nebraska
$398K -$23.9K -107 -6%
IIC
442
Ironwood Investment Counsel
Arizona
$395K – – –
P
443
Pitcairn
Pennsylvania
$393K -$16.1K -72 -4%
JCIA
444
Jackson Creek Investment Advisors
Colorado
$391K -$173K -776 -32%
AC
445
Allstate Corporation
Illinois
$388K -$51.6K -231 -12%
TTWM
446
TCV Trust & Wealth Management
Virginia
$383K – – –
TA
447
TrueWealth Advisors
Alabama
$379K +$354K +1,583 New
IWA
448
Intercontinental Wealth Advisors
Texas
$377K +$53.6K +240 +18%
CI
449
Conning Inc
Connecticut
$367K -$31.7K -142 -8%
CCA
450
Checchi Capital Advisers
California
$363K +$26.8K +120 +9%
16 17
18
19 20