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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Manchester Capital Management
Vermont
$562K +$282 +1 +0.1%
DC
502
Davenport & Co
Virginia
$562K -$59.2K -210 -10%
WTA
503
Washington Trust Advisors
Massachusetts
$552K – – –
AC
504
AXQ Capital
New Jersey
$552K +$530K +1,878 New
EA
505
Everpar Advisors
Oklahoma
$550K -$56.7K -201 -10%
EWA
506
EverSource Wealth Advisors
Alabama
$549K +$13.3K +47 +3%
BBHC
507
Brown Brothers Harriman & Co
New York
$542K +$30.7K +109 +6%
CCM
508
Coldstream Capital Management
Washington
$540K +$205K +728 +64%
PP
509
Pegasus Partners
Wisconsin
$539K -$298K -1,056 -37%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$534K -$846 -3 -0.2%
BP
511
BBR Partners
New York
$529K -$1.41K -5 -0.3%
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$528K -$11K -39 -2%
BFA
513
Bragg Financial Advisors
North Carolina
$523K -$28.2K -100 -5%
RRCM
514
Rappaport Reiches Capital Management
Illinois
$523K -$3.38K -12 -0.7%
CCWM
515
Correct Capital Wealth Management
Missouri
$515K – – –
HPC
516
HM Payson & Co
Maine
$506K +$1.41K +5 +0.3%
WJWM
517
Williams Jones Wealth Management
New York
$501K +$282 +1 +0.1%
QCG
518
Quadrant Capital Group
Ohio
$498K -$3.95K -14 -0.8%
GC
519
Guggenheim Capital
Illinois
$498K -$88.3K -313 -16%
VSQM
520
V-Square Quantitative Management
Illinois
$495K -$15.2K -54 -3%
HI
521
Horizon Investments
North Carolina
$493K -$13K -46 -3%
GT
522
Greenleaf Trust
Michigan
$489K +$13.5K +48 +3%
BC
523
Bridgefront Capital
Texas
$487K +$468K +1,658 New
IIC
524
Ironwood Investment Counsel
Arizona
$485K – – –
HFO
525
Heritage Family Offices
Arizona
$485K +$564 +2 +0.1%
19 20
21
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