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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
501
ZEGA Investments
Florida
$542K +$547K +2,500 New
DAM
502
Doheny Asset Management
California
$542K – – –
QCG
503
Quadrant Capital Group
Ohio
$541K +$6.79K +31 +1%
BHC
504
Bowen Hanes & Co
Florida
$539K – – –
MT
505
Midwest Trust
Kansas
$535K -$657 -3 -0.1%
LF
506
LifePlan Financial
Minnesota
$534K +$321K +1,467 +148%
CWP
507
Cyndeo Wealth Partners
Florida
$532K -$219 -1 -0%
VI
508
Vestcor Inc
New Brunswick, Canada
$532K – – –
CCM
509
Coldstream Capital Management
Washington
$528K +$197K +901 +59%
ECM
510
Everence Capital Management
Indiana
$527K +$114K +522 +27%
SAM
511
Silvercrest Asset Management
New York
$526K – – –
TSWM
512
Triangle Securities Wealth Management
North Carolina
$525K -$171K -781 -24%
CA
513
Clearstead Advisors
Ohio
$519K +$70.3K +321 +15%
WPC
514
Wedmont Private Capital
Pennsylvania
$518K -$117K -535 -18%
TE
515
Tema ETFs
New York
$515K +$108K +495 +26%
BA
516
Bridgewater Associates
Connecticut
$510K +$515K +2,351 New
PCG
517
PFC Capital Group
California
$507K -$61.3K -280 -11%
LNWTC
518
Laird Norton Wetherby Trust Company
Washington
$506K +$511K +2,332 New
ICP
519
Impact Capital Partners
Colorado
$500K -$82.1K -375 -14%
EFS
520
Essex Financial Services
Connecticut
$487K -$9.42K -43 -2%
SCM
521
Sone Capital Management
New York
$482K +$487K +2,222 New
EWM
522
Empirical Wealth Management
Washington
$481K +$485K +2,217 New
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$481K -$1.09K -5 -0.2%
BPA
524
Beacon Pointe Advisors
California
$480K +$128K +583 +36%
DC
525
Davenport & Co
Virginia
$475K +$50.6K +231 +12%
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