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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
776
WPG Advisers
Maryland
$3.49K +$341 +2 +10%
SEP
777
Signature Equity Partners
Ohio
$3.42K – – –
CPG
778
Cornerstone Planning Group
New Jersey
$3.41K -$7.33K -43 -68%
NRG
779
Nemes Rush Group
Michigan
$3.39K – – –
JWM
780
JPL Wealth Management
Colorado
$3.02K -$2.39K -14 -42%
APFP
781
Action Point Financial Planning
Michigan
$3.02K +$3.24K +19 New
BFPW
782
BOK Financial Private Wealth
Colorado
$2.86K +$3.07K +18 New
BIA
783
Bell Investment Advisors
California
$2.7K -$1.02K -6 -26%
GA
784
GoalVest Advisory
New York
$2.7K +$2.9K +17 New
WB
785
Webster Bank
Connecticut
$2.54K +$2.73K +16 New
PWMG
786
Private Wealth Management Group
New Jersey
$2.38K -$2.39K -14 -48%
PWA
787
Physician Wealth Advisors
Utah
$2.38K +$1.7K +10 +200%
SS
788
SBI Securities
Japan
$2.22K – – –
MIM
789
Marshall Investment Management
Colorado
$2.06K +$2.22K +13 New
AW
790
Avion Wealth
Texas
$2K -$511 -3 -18%
FNWA
791
Financial Network Wealth Advisors
Utah
$1.93K -$1.53K -9 -43%
BCWM
792
Bartlett & Co Wealth Management
Ohio
$1.75K -$1.02K -6 -35%
RWM
793
Rialto Wealth Management
New York
$1.59K +$1.36K +8 +400%
BHWM
794
Bay Harbor Wealth Management
Maryland
$1.59K -$852 -5 -33%
BWL
795
Bogart Wealth LLC
Virginia
$1.59K -$341 -2 -17%
RS
796
Rakuten Securities
Japan
$1.59K – – –
TSMHT
797
Thurston Springer Miller Herd & Titak
Indiana
$1.59K – – –
KG
798
Kilter Group
New York
$1.43K -$5.11K -30 -77%
EWP
799
Elevation Wealth Partners
California
$1.43K -$852 -5 -36%
HFS
800
Hughes Financial Services
Virginia
$1.43K +$682 +4 +80%
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