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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
676
Sit Investment Associates
Minnesota
$45K -$25.6K -150 -34%
ETC
677
Exchange Traded Concepts
Oklahoma
$43.3K – – –
MWM
678
Mascoma Wealth Management
New Hampshire
$42.2K – – –
MFP
679
Meramec Financial Planners
Missouri
$41.6K +$1.88K +11 +5%
LFG
680
Larson Financial Group
Missouri
$36.9K -$98.7K -579 -71%
KFI
681
Key Financial Inc
Pennsylvania
$36K – – –
BWA
682
Basecamp Wealth Advisors
Washington
$33.5K -$1.36K -8 -4%
OCM
683
Osterweis Capital Management
California
$33.3K – – –
CIA
684
Cape Investment Advisory
Georgia
$31.7K +$34.1K +200 New
VNA
685
Valley National Advisers
Pennsylvania
$31.7K +$34.1K +200 New
QL
686
Quarry LP
New York
$31.4K -$20.8K -122 -38%
WTC
687
WhitTier Trust Company
Nevada
$31.4K -$15.9K -93 -34%
CIAM
688
Caitong International Asset Management
Hong Kong
$29.8K +$32K +188 New
TFIPS
689
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.6K – – –
CAM
690
Close Asset Management
United Kingdom
$28K – – –
CT
691
Clearstead Trust
Maine
$27.6K -$26.8K -157 -47%
CH
692
Cromwell Holdings
Wyoming
$27.3K -$22.3K -131 -43%
HFS
693
Horizon Financial Services
North Carolina
$27.3K – – –
CI
694
CX Institutional
Indiana
$25K -$310K -1,820 -92%
NS
695
NBC Securities
Alabama
$24.6K +$10.7K +63 +68%
TWIM
696
TIAA Wealth Investment Management
New York
$24.4K – – –
ZBNA
697
Zions Bancorporation, National Association
Utah
$23.6K +$5.45K +32 +27%
SWM
698
Spire Wealth Management
Virginia
$22.6K +$4.43K +26 +22%
HNW
699
High Note Wealth
Minnesota
$21.7K – – –
KAS
700
Kemnay Advisory Services
New York
$21.3K +$16.4K +96 +253%
26 27
28
29 30