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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
576
Fifth Third Wealth Advisors
Ohio
$353K -$5.85K -23 -2%
BP
577
BBR Partners
New York
$346K -$509 -2 -0.1%
FFM
578
Forum Financial Management
Illinois
$345K -$28K -110 -8%
NA
579
NewEdge Advisors
Louisiana
$345K +$266K +1,044 +365%
AAM
580
Aureus Asset Management
Massachusetts
$337K – – –
NB
581
Nicolet Bankshares
Wisconsin
$335K – – –
TA
582
TrueWealth Advisors
Alabama
$334K – – –
VFA
583
Valeo Financial Advisors
Indiana
$331K +$9.92K +39 +3%
ECM
584
Everence Capital Management
Indiana
$327K -$463K -1,820 -59%
SCM
585
SCS Capital Management
Massachusetts
$324K +$32K +126 +11%
PVM
586
Palogic Value Management
Texas
$318K +$19.8K +78 +7%
MWM
587
Modera Wealth Management
New Jersey
$316K +$310K +1,219 New
CI
588
Cigna Investments
Connecticut
$316K -$4.58K -18 -1%
WA
589
Wealth Alliance
New York
$311K +$9.92K +39 +3%
QWP
590
Quotient Wealth Partners
Texas
$308K -$8.14K -32 -3%
FFA
591
Founders Financial Alliance
North Carolina
$307K -$16.3K -64 -5%
TCBWMS
592
Texas Capital Bank Wealth Management Services
Texas
$307K +$13K +51 +4%
SBFM
593
S-Bank Fund Management
Finland
$305K -$87K -342 -23%
AIP
594
Ameritas Investment Partners
Nebraska
$304K -$9.16K -36 -3%
OAM
595
Ostrum Asset Management
France
$304K -$8.9K -35 -3%
CCIA
596
Cherry Creek Investment Advisors
Colorado
$303K +$509 +2 +0.2%
RBI
597
Raiffeisen Bank International
Austria
$302K – – –
IAN
598
Integrated Advisors Network
Texas
$301K -$21.1K -83 -7%
IC
599
IEQ Capital
California
$300K -$1.37M -5,382 -82%
SA
600
SPG Advisors
Washington
$294K +$289K +1,135 New
22 23
24
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