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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
601
Williams Jones Wealth Management
New York
$295K -$15.5K -71 -5%
VFA
602
Valeo Financial Advisors
Indiana
$295K +$8.76K +40 +3%
AFCM
603
Applied Finance Capital Management
Puerto Rico
$290K -$192K -875 -40%
BP
604
BBR Partners
New York
$289K – – –
SCA
605
Snowden Capital Advisors
New York
$289K +$76.4K +349 +35%
CAG
606
Crestwood Advisors Group
Massachusetts
$287K +$289K +1,322 New
AAM
607
Aureus Asset Management
Massachusetts
$282K – – –
OIA
608
OneDigital Investment Advisors
Kansas
$282K +$284K +1,298 New
FTWA
609
Fifth Third Wealth Advisors
Ohio
$281K -$17.3K -79 -6%
VCP
610
Vista Capital Partners
Oregon
$281K +$283K +1,293 New
TA
611
TrueWealth Advisors
Alabama
$280K – – –
PWG
612
Portside Wealth Group
Utah
$279K -$84.5K -386 -23%
OF
613
Optimize Financial
California
$279K +$3.5K +16 +1%
OCA
614
OpenArc Corporate Advisory
Georgia
$279K +$281K +1,285 New
MWM
615
Modera Wealth Management
New Jersey
$277K +$13.6K +62 +5%
BW
616
BIP Wealth
Georgia
$276K +$278K +1,270 New
SF
617
Summit Financial
New Jersey
$274K -$7.66K -35 -3%
NB
618
Nicolet Bankshares
Wisconsin
$273K – – –
JIC
619
Joel Isaacson & Co
New York
$273K +$275K +1,257 New
SC
620
Savant Capital
Illinois
$261K -$35K -160 -12%
AC
621
Armistice Capital
New York
$261K +$263K +1,202 New
AWM
622
Axxcess Wealth Management
California
$261K -$34.4K -157 -12%
JIC
623
Johnson Investment Counsel
Ohio
$261K -$54.7K -250 -17%
OBWA
624
Oak Barrel Wealth Advisory
Virginia
$258K +$261K +1,191 New
CI
625
Cigna Investments
Connecticut
$258K -$6.79K -31 -3%
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25
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