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Equifax
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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
601
Stephens Inc
Arkansas
$232K -$10.6K -42 -4%
AF
602
Aviso Financial
Ontario, Canada
$231K -$857K -3,410 -78%
MFG
603
Merit Financial Group
Georgia
$231K +$238K +947 New
SCA
604
Snowden Capital Advisors
New York
$231K -$16.1K -64 -6%
MLFP
605
MPS Loria Financial Planners
Illinois
$230K – – –
WSFS
606
Wilmington Savings Fund Society
Delaware
$228K +$131K +520 +124%
AIM
607
Acropolis Investment Management
Missouri
$227K +$503 +2 +0.2%
NG
608
Norden Group
Utah
$226K +$9.3K +37 +4%
CFS
609
Cannon Financial Strategists
Georgia
$224K -$34.9K -139 -13%
EWA
610
EP Wealth Advisors
California
$223K -$503 -2 -0.2%
CPIG
611
Chicago Partners Investment Group
Illinois
$221K -$28.7K -114 -12%
AWM
612
Aprio Wealth Management
Georgia
$221K +$228K +906 New
GWM
613
Geneos Wealth Management
Colorado
$221K +$167K +665 +276%
OF
614
Optimize Financial
California
$219K +$226K +898 New
RF
615
Rossby Financial
Florida
$215K +$211K +838 New
LS
616
Livforsakringsbolaget Skandia
Sweden
$213K -$478K -1,900 -68%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$209K -$12.3K -49 -5%
CT
618
Clearstead Trust
Maine
$209K +$32.9K +131 +18%
OIA
619
OneDigital Investment Advisors
Kansas
$209K +$215K +857 New
CGL
620
Clarius Group LLC
Washington
$209K +$2.77K +11 +1%
VVP
621
Venture Visionary Partners
Ohio
$208K +$7.29K +29 +4%
TCOTS
622
Trust Company of the South
North Carolina
$208K -$1.26K -5 -0.6%
PTC
623
Private Trust Company
Ohio
$207K -$48.3K -192 -18%
AR
624
Apeiron RIA
Texas
$207K – – –
LFP
625
Lakeshore Financial Planning
Michigan
$206K – – –
23 24
25
26 27