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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
626
Salem Investment Counselors
North Carolina
$251K – – –
JF
627
Jump Financial
Illinois
$251K -$313K -1,169 -54%
MWM
628
Modera Wealth Management
New Jersey
$251K +$5.36K +20 +2%
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$251K -$16.6K -62 -6%
IIM
630
Ipswich Investment Management
Massachusetts
$246K +$42.9K +160 +20%
MLFP
631
MPS Loria Financial Planners
Illinois
$241K – – –
CCA
632
Checchi Capital Advisers
California
$239K +$1.88K +7 +0.8%
AIM
633
Acropolis Investment Management
Missouri
$237K – – –
JWCA
634
J.W. Cole Advisors
Florida
$235K – – –
CPIG
635
Chicago Partners Investment Group
Illinois
$235K -$141K -528 -36%
EWA
636
EP Wealth Advisors
California
$234K +$245K +916 New
HWAM
637
Hennion & Walsh Asset Management
New Jersey
$231K -$239K -891 -50%
EI
638
Ellevest Inc
New York
$231K -$6.7K -25 -3%
NG
639
Norden Group
Utah
$227K +$29.2K +109 +14%
TCM
640
Teza Capital Management
Illinois
$224K -$83.1K -310 -26%
HCM
641
Howard Capital Management
Georgia
$224K +$12.1K +45 +5%
PCM
642
Penserra Capital Management
California
$224K +$80.4K +300 +51%
AT
643
American Trust
Kentucky
$223K -$13.7K -51 -6%
MCC
644
Malaga Cove Capital
California
$221K +$232K +866 New
TCOTS
645
Trust Company of the South
North Carolina
$219K -$27.9K -104 -11%
AR
646
Apeiron RIA
Texas
$217K – – –
AC
647
ASB Consultores
Florida
$216K +$21.7K +81 +11%
LFP
648
Lakeshore Financial Planning
Michigan
$216K – – –
CGL
649
Clarius Group LLC
Washington
$216K – – –
AC
650
Avestar Capital
New York
$212K +$20.9K +78 +10%
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