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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
426
Gibbs Wealth Management
Georgia
$736K +$165K +656 +28%
USAA
427
United Services Automobile Association
Texas
$719K +$752K +2,990 New
NICM
428
Neo Ivy Capital Management
New York
$716K +$739K +2,940 New
AWM
429
Aberdeen Wealth Management
Illinois
$706K – – –
ANBT
430
American National Bank & Trust
Texas
$706K – – –
ST
431
Spinnaker Trust
Maine
$697K – – –
GI
432
GAMMA Investing
California
$696K +$1.76K +7 +0.2%
AFG
433
Atomi Financial Group
New York
$694K +$78.2K +311 +12%
QCG
434
Quadrant Capital Group
Ohio
$689K +$282K +1,120 +66%
ICP
435
Impact Capital Partners
Colorado
$682K +$17.8K +71 +3%
FCI
436
Financial Counselors Inc
Kansas
$673K -$3.02K -12 -0.4%
CIC
437
Carnegie Investment Counsel
Ohio
$671K +$692K +2,753 New
MSFS
438
Main Street Financial Solutions
Pennsylvania
$670K +$692K +2,752 New
SWP
439
Sagespring Wealth Partners
Tennessee
$663K +$90.5K +360 +15%
ACM
440
Advisors Capital Management
New Jersey
$662K +$5.78K +23 +0.9%
MCM
441
Moore Capital Management
New York
$661K -$176K -699 -20%
AWM
442
AE Wealth Management
Kansas
$657K -$56.1K -223 -8%
HCMT
443
Highland Capital Management (Tennessee)
Tennessee
$649K – – –
BBVA
444
Banco Bilbao Vizcaya Argentaria
Spain
$649K +$28.9K +115 +5%
AV
445
ASR Vermogensbeheer
Netherlands
$649K +$670K +2,664 New
CTA
446
Chesley Taft & Associates
Illinois
$648K +$306K +1,217 +84%
PCG
447
PFC Capital Group
California
$645K -$50K -199 -7%
O
448
Ossiam
France
$637K -$72.9K -290 -10%
BPA
449
Beacon Pointe Advisors
California
$631K -$13.1K -52 -2%
AIM
450
Athena Investment Management
California
$631K – – –
16 17
18
19 20