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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
701
Cromwell Holdings
Wyoming
$83.3K -$11.8K -44 -12%
AIM
702
Anchor Investment Management
South Carolina
$82.1K – – –
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$77.7K -$2.3M -8,592 -97%
NA
704
NewEdge Advisors
Louisiana
$72.8K +$7.5K +28 +11%
TIM
705
Tortoise Investment Management
New York
$64.7K +$30K +112 +79%
CSB
706
City State Bank
Iowa
$63.7K – – –
GWM
707
Geneos Wealth Management
Colorado
$61.4K +$804 +3 +1%
GM
708
GeoWealth Management
Illinois
$58.6K -$37K -138 -38%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$58.6K -$1.07K -4 -2%
KFI
710
Key Financial Inc
Pennsylvania
$57.9K – – –
UB
711
UMB Bank
Missouri
$57.9K +$2.95K +11 +5%
CIA
712
Cape Investment Advisory
Georgia
$54.5K – – –
OCM
713
Osterweis Capital Management
California
$53.5K – – –
CWM
714
Compass Wealth Management
Connecticut
$51K – – –
AWM
715
Activest Wealth Management
Florida
$49.4K – – –
AF
716
Atala Financial
California
$49.2K +$51.7K +193 New
ETC
717
Exchange Traded Concepts
Oklahoma
$48.7K +$7.24K +27 +16%
RI
718
Ridgewood Investments
New Jersey
$43.8K – – –
HCP
719
Hexagon Capital Partners
Arkansas
$42.6K +$44.7K +167 New
AAP
720
Arax Advisory Partners
Colorado
$40.5K +$2.41K +9 +6%
HI
721
Harbour Investments
Wisconsin
$39.2K – – –
EPIM
722
Evelyn Partners Investment Management
$39.2K +$41.3K +154 New
GAM
723
Generali Asset Management
Italy
$39.2K +$41.3K +154 New
SWM
724
Spire Wealth Management
Virginia
$38.5K +$20.1K +75 +99%
AA
725
Ancora Advisors
Ohio
$38.2K -$268 -1 -0.7%
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