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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
526
Parallel Advisors
California
$57.8K -$17K -93 -24%
CA
527
Clearstead Advisors
Ohio
$57.5K -$5.12K -28 -9%
AIM
528
Achmea Investment Management
Netherlands
$54K -$442K -2,419 -89%
CWM
529
Compass Wealth Management
Connecticut
$53.4K +$50.3K +275 New
VCM
530
Versant Capital Management
Arizona
$52.9K -$731 -4 -1%
CSB
531
City State Bank
Iowa
$49K – – –
WTC
532
WhitTier Trust Company
Nevada
$48.8K -$3.47K -19 -7%
LC
533
Lindbrook Capital
California
$43K +$731 +4 +2%
IA
534
IFP Advisors
Florida
$39K +$731 +4 +1%
PFBT
535
Parkside Financial Bank & Trust
Missouri
$38.7K -$9.14K -50 -20%
KFI
536
Key Financial Inc
Pennsylvania
$35.7K – – –
TCOV
537
Trust Company of Vermont
Vermont
$33.6K – – –
WPWM
538
Western Pacific Wealth Management
Illinois
$32.7K -$5.12K -28 -14%
PP
539
Pacifica Partners
Canada
$31.1K – – –
CFO
540
CVA Family Office
Colorado
$31.1K +$7.31K +40 +33%
BEI
541
Benjamin Edwards Inc
Missouri
$30K +$1.28K +7 +5%
CWP
542
Concord Wealth Partners
Virginia
$28.6K +$26.9K +147 New
CWM
543
Cedar Wealth Management
California
$28.4K – – –
GEA
544
Glen Eagle Advisors
New Jersey
$27.6K – – –
ACA
545
Atlas Capital Advisors
Wyoming
$26K – – –
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$25K +$12.4K +68 +111%
CT
547
Caldwell Trust
Florida
$24.5K -$87.7K -480 -79%
FHA
548
First Horizon Advisors
Tennessee
$24.1K -$13.5K -74 -37%
ST
549
Smithfield Trust
Pennsylvania
$24K -$1.46K -8 -6%
SSG
550
Summit Securities Group
New York
$24K +$22.7K +124 New
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