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Equifax

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
426
Oxford Financial Group
Indiana
$333K +$46.1K +252 +17%
VF
427
Virtu Financial
New York
$331K +$312K +1,705 New
WJWM
428
Williams Jones Wealth Management
New York
$321K -$183 -1 -0.1%
IIC
429
Ironwood Investment Counsel
Arizona
$321K – – –
QCG
430
Quadrant Capital Group
Ohio
$318K +$51.4K +281 +21%
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
$315K -$26.7K -146 -8%
TTWM
432
TCV Trust & Wealth Management
Virginia
$311K -$3.47K -19 -1%
TCBWMS
433
Texas Capital Bank Wealth Management Services
Texas
$311K +$7.31K +40 +3%
PTC
434
Private Trust Company
Ohio
$310K -$21.7K -119 -7%
SB
435
Strategic Blueprint
Georgia
$308K +$290K +1,587 New
TA
436
TrueWealth Advisors
Alabama
$308K – – –
EI
437
Ellevest Inc
New York
$304K +$151K +827 +112%
EWA
438
EverSource Wealth Advisors
Alabama
$303K -$215K -1,178 -43%
BAMF
439
BI Asset Management Fondsmaeglerselskab
Denmark
$302K +$284K +1,556 New
AWM
440
Apollon Wealth Management
South Carolina
$298K +$281K +1,535 New
SS
441
Simplicity Solutions
Minnesota
$297K +$46.8K +256 +20%
MAM
442
Meeder Asset Management
Ohio
$295K -$230K -1,258 -45%
CI
443
Cigna Investments
Connecticut
$293K – – –
P
444
Pitcairn
Pennsylvania
$292K -$1.83K -10 -0.7%
WT
445
Washington Trust
Rhode Island
$292K – – –
WSFS
446
Wilmington Savings Fund Society
Delaware
$286K – – –
MOS
447
MGO One Seven
Ohio
$285K +$11K +60 +4%
BWP
448
BSW Wealth Partners
Colorado
$285K +$268K +1,467 New
SFG
449
SNS Financial Group
Minnesota
$285K +$183 +1 +0.1%
TI
450
Tidal Investments
Wisconsin
$282K +$5.3K +29 +2%