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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$78.1K +$1.01K +5 +2%
RIM
602
Rakuten Investment Management
Japan
$75.9K +$61.7K +304 New
UB
603
UMB Bank
Missouri
$75.4K -$40K -197 -39%
OCM
604
Osterweis Capital Management
California
$74.2K -$52.7K -260 -46%
CWM
605
Compass Wealth Management
Connecticut
$68K – – –
VCM
606
Versant Capital Management
Arizona
$66.8K -$4.06K -20 -7%
PWMA
607
Pension & Wealth Management Advisors
Massachusetts
$66.8K +$54.8K +270 New
CSB
608
City State Bank
Iowa
$62K – – –
KFI
609
Key Financial Inc
Pennsylvania
$56.1K – – –
BEI
610
Benjamin Edwards Inc
Missouri
$56K +$2.64K +13 +6%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$55.1K +$2.03K +10 +5%
PA
612
Pineridge Advisors
Missouri
$54.9K +$45K +222 New
SWM
613
Spire Wealth Management
Virginia
$54.1K +$5.07K +25 +13%
CIA
614
Cape Investment Advisory
Georgia
$52.4K +$2.43K +12 +6%
CA
615
Clearstead Advisors
Ohio
$49.7K -$70K -345 -63%
OP
616
ORG Partners
Indiana
$49.2K +$40.4K +199 New
CWM
617
Cedar Wealth Management
California
$48K +$2.84K +14 +8%
GWM
618
Geneos Wealth Management
Colorado
$47.8K – – –
GCGDR
619
Geo Capital Gestora de Recursos
Brazil
$45K -$3.85K -19 -10%
TCWA
620
Turtle Creek Wealth Advisors
Texas
$40.8K +$33.5K +165 New
GXJ
621
Global X Japan
Japan
$38.8K +$31.8K +157 New
AA
622
Ancora Advisors
Ohio
$37K -$371K -1,827 -92%
HGERS
623
Householder Group Estate & Retirement Specialist
Arizona
$37K – – –
HB
624
Horizon Bancorp
Indiana
$36K – – –
GEA
625
Glen Eagle Advisors
New Jersey
$35.3K – – –
23 24
25
26 27