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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Activest Wealth Management
Florida
$48.7K +$1.51K +6 +3%
AF
677
Atala Financial
California
$47K – – –
TFIPS
678
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.8K +$20.1K +80 +80%
RI
679
Ridgewood Investments
New Jersey
$41.9K – – –
HI
680
Harbour Investments
Wisconsin
$41.4K +$4.02K +16 +10%
BI
681
Binnacle Investments
Iowa
$41.4K +$42.7K +170 New
DJSG
682
D.J. St. Germain
Massachusetts
$38K +$39.2K +156 New
EPIM
683
Evelyn Partners Investment Management
$37.5K – – –
MCM
684
MV Capital Management
Maryland
$36.5K +$251 +1 +0.7%
AA
685
Ancora Advisors
Ohio
$36.5K – – –
BTI
686
Blue Trust Inc
Georgia
$35.6K +$19.4K +77 +112%
CHC
687
City Holding Co
West Virginia
$33.9K +$34.9K +139 New
HNW
688
High Note Wealth
Minnesota
$33.4K – – –
SWM
689
Spire Wealth Management
Virginia
$32.1K -$4.78K -19 -13%
ZBNA
690
Zions Bancorporation, National Association
Utah
$31.9K +$32.9K +131 New
GAM
691
Generali Asset Management
Italy
$31.4K -$6.28K -25 -16%
CT
692
Caldwell Trust
Florida
$30.7K – – –
CAL
693
Capital Advisors Ltd
Ohio
$29K – – –
GEA
694
Glen Eagle Advisors
New Jersey
$28.7K – – –
NEWAS
695
N.E.W. Advisory Services
Wisconsin
$27.5K +$28.4K +113 New
AA
696
Addison Advisors
Vermont
$27K – – –
AAP
697
Arax Advisory Partners
Colorado
$26.8K -$12.3K -49 -31%
RWM
698
Raffa Wealth Management
District of Columbia
$26.1K – – –
AG
699
AmeriFlex Group
Nevada
$25.1K – – –
OIA
700
Optimum Investment Advisors
Illinois
$24.4K – – –
26 27
28
29 30