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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
526
Deroy & Devereaux Private Investment Counsel
Michigan
$319K – – –
BWA
527
Burt Wealth Advisors
Maryland
$317K -$111K -465 -26%
AAM
528
Aureus Asset Management
Massachusetts
$315K – – –
SFI
529
Siemens Fonds Invest
Germany
$311K – – –
CI
530
Cigna Investments
Connecticut
$310K -$4.53K -19 -1%
OAM
531
Ostrum Asset Management
France
$309K -$472K -1,978 -61%
RP
532
Riverwater Partners
Wisconsin
$307K +$302K +1,265 New
SPIA
533
Steward Partners Investment Advisory
New York
$306K -$15.5K -65 -5%
IAIM
534
International Assets Investment Management
Florida
$302K +$30.3K +127 +11%
TCBWMS
535
Texas Capital Bank Wealth Management Services
Texas
$301K -$7.39K -31 -2%
VFA
536
Valeo Financial Advisors
Indiana
$297K +$954 +4 +0.3%
TWM
537
Thrive Wealth Management
Pennsylvania
$297K +$29.6K +124 +11%
PCS
538
Personal CFO Solutions
New Jersey
$297K +$7.63K +32 +3%
WDA
539
Wendell David Associates
New Hampshire
$294K – – –
SCM
540
Steele Capital Management
Iowa
$291K – – –
BP
541
Ballentine Partners
Massachusetts
$285K +$33.2K +139 +13%
IAA
542
Independent Advisor Alliance
North Carolina
$283K +$42.2K +177 +18%
CCIA
543
Cherry Creek Investment Advisors
Colorado
$281K +$477 +2 +0.2%
ECG
544
Edge Capital Group
Georgia
$281K -$9.3K -39 -3%
PWG
545
Portside Wealth Group
Utah
$279K +$15.3K +64 +6%
CCM
546
Coldstream Capital Management
Washington
$276K -$89.7K -376 -25%
ST
547
Sabal Trust
Florida
$271K +$1.19K +5 +0.4%
DADC
548
D.A. Davidson & Co
Montana
$270K -$11.9K -50 -4%
MIS
549
Morningstar Investment Services
Illinois
$270K +$14.1K +59 +6%
PNC
550
Park National Corp
Ohio
$267K – – –
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