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Equifax

Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
Prudential plc
United Kingdom
$409K
ECM
502
Evergreen Capital Management
Washington
$408K +$438K +2,571 New
TE
503
Tema ETFs
New York
$407K +$31.4K +184 +8%
KeyBank National Association
504
KeyBank National Association
Ohio
$406K -$210K -1,233 -33%
MF
505
Magnetar Financial
Illinois
$404K +$434K +2,547 New
SFI
506
Siemens Fonds Invest
Germany
$402K
GI
507
GAMMA Investing
California
$402K -$314K -1,840 -42%
PPWP
508
Premier Path Wealth Partners
New Jersey
$399K -$359K -2,107 -46%
DAM
509
Doheny Asset Management
California
$397K
ZI
510
ZEGA Investments
Florida
$397K
AUB
511
Atlantic Union Bankshares
Virginia
$396K -$8.52K -50 -2%
FCM
512
Fieldview Capital Management
Michigan
$394K +$424K +2,485 New
MT
513
Midwest Trust
Kansas
$392K
EFS
514
Essex Financial Services
Connecticut
$391K -$114K -669 -21%
BCI
515
Brinker Capital Investments
Pennsylvania
$390K -$3M -17,612 -88%
VI
516
Vestcor Inc
New Brunswick, Canada
$389K
CWP
517
Cyndeo Wealth Partners
Florida
$388K -$852 -5 -0.2%
EWA
518
EverSource Wealth Advisors
Alabama
$387K -$40.2K -236 -9%
Fidelity International
519
Fidelity International
Bermuda
$384K +$267K +1,567 +183%
FFO
520
Fiduciary Family Office
Florida
$381K
JWCA
521
J.W. Cole Advisors
Florida
$381K +$409K +2,398 New
MWM
522
Mission Wealth Management
California
$378K +$406K +2,381 New
NPFS
523
Novak & Powell Financial Services
Florida
$376K -$271K -1,592 -40%
AIM
524
Athena Investment Management
California
$371K -$46K -270 -10%
BRWA
525
B. Riley Wealth Advisors
Florida
$367K +$394K +2,313 New