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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
676
SJS Investment Consulting
Ohio
$50K +$29.3K +172 +120%
HPC
677
HM Payson & Co
Maine
$48.6K – – –
GP
678
Guardian Partners
Canada
$47.6K +$51.1K +300 New
GRP
679
Global Retirement Partners
California
$46.6K +$50.1K +294 New
SIA
680
Sit Investment Associates
Minnesota
$45K -$25.6K -150 -34%
ETC
681
Exchange Traded Concepts
Oklahoma
$43.3K – – –
MWM
682
Mascoma Wealth Management
New Hampshire
$42.2K – – –
MFP
683
Meramec Financial Planners
Missouri
$41.6K +$1.88K +11 +5%
LFG
684
Larson Financial Group
Missouri
$36.9K -$98.7K -579 -71%
KFI
685
Key Financial Inc
Pennsylvania
$36K – – –
BWA
686
Basecamp Wealth Advisors
Washington
$33.5K -$1.36K -8 -4%
OCM
687
Osterweis Capital Management
California
$33.3K – – –
CIA
688
Cape Investment Advisory
Georgia
$31.7K +$34.1K +200 New
VNA
689
Valley National Advisers
Pennsylvania
$31.7K +$34.1K +200 New
QL
690
Quarry LP
New York
$31.4K -$20.8K -122 -38%
WTC
691
WhitTier Trust Company
Nevada
$31.4K -$15.9K -93 -34%
CIAM
692
Caitong International Asset Management
Hong Kong
$29.8K +$32K +188 New
TFIPS
693
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.6K – – –
CAM
694
Close Asset Management
United Kingdom
$28K – – –
CT
695
Clearstead Trust
Maine
$27.6K -$26.8K -157 -47%
CH
696
Cromwell Holdings
Wyoming
$27.3K -$22.3K -131 -43%
HFS
697
Horizon Financial Services
North Carolina
$27.3K – – –
CI
698
CX Institutional
Indiana
$25K -$310K -1,820 -92%
NS
699
NBC Securities
Alabama
$24.6K +$10.7K +63 +68%
TWIM
700
TIAA Wealth Investment Management
New York
$24.4K – – –
26 27
28
29 30