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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Abound Wealth Management
Tennessee
$3.59K – – –
PG
802
Proffitt & Goodson
Tennessee
$3.59K +$3.52K +14 New
KG
803
Kilter Group
New York
$3.33K +$1.26K +5 +63%
AP
804
Aspect Partners
Virginia
$3.33K +$1.76K +7 +117%
NS
805
NBC Securities
Alabama
$3.33K +$3.27K +13 New
DPW
806
DiNuzzo Private Wealth
Pennsylvania
$3.2K – – –
EWP
807
Elevation Wealth Partners
California
$3.08K +$3.02K +12 New
MA
808
MCF Advisors
Kentucky
$3.08K +$3.02K +12 New
SS
809
Sunbelt Securities
Texas
$2.82K +$2.77K +11 New
MAM
810
Marquette Asset Management
Minnesota
$2.57K +$2.51K +10 New
BWL
811
Bogart Wealth LLC
Virginia
$2.56K -$503 -2 -17%
BGAI
812
Bruce G. Allen Investments
Colorado
$2.56K – – –
DF
813
Dunhill Financial
United Kingdom
$2.41K – – –
TFM
814
TFC Financial Management
Massachusetts
$2.31K – – –
S
815
Sachetta
Massachusetts
$2.31K – – –
HHGA
816
Halbert Hargrove Global Advisors
California
$2.05K +$2.01K +8 New
FUBT
817
First United Bank & Trust
Maryland
$2.05K – – –
CMP
818
Coston McIsaac & Partners
Maine
$2K – – –
PWMG
819
Prestige Wealth Management Group
New Jersey
$1.8K – – –
BHWM
820
Bay Harbor Wealth Management
Maryland
$1.79K +$251 +1 +17%
HWP
821
Highline Wealth Partners
California
$1.54K – – –
SIP
822
Sellwood Investment Partners
Oregon
$1.54K +$1.51K +6 New
UCB
823
United Community Bank
South Carolina
$1.54K +$1.51K +6 New
TWC
824
TD Waterhouse Canada
Ontario, Canada
$1.52K +$1.51K +6 New
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania
$1.29K -$12.1K -48 -91%
31 32
33
34 35