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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
326
D'Orazio & Associates
Virginia
$25K +$25.7K +848 New
AssetMark Inc
327
AssetMark Inc
California
$23K -$6.45K -213 -21%
GRP
328
Global Retirement Partners
California
$22K -$8.02K -265 -26%
PA
329
Parallel Advisors
California
$22K +$4.57K +151 +25%
IA
330
IFP Advisors
Florida
$20K +$7.9K +261 +66%
Bessemer Group
331
Bessemer Group
New Jersey
$19K – – –
GT
332
Glenmede Trust
Pennsylvania
$18K – – –
CFA
333
Carroll Financial Associates
North Carolina
$14K -$8.54K -282 -37%
WT
334
Whittier Trust
California
$14K +$14.2K +470 New
MAM
335
Meeder Asset Management
Ohio
$13K – – –
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$12K – – –
SPIA
337
Steward Partners Investment Advisory
New York
$12K – – –
TWA
338
TCI Wealth Advisors
Arizona
$12K +$484 +16 +4%
IFAM
339
Institutional & Family Asset Management
Colorado
$12K +$1.09K +36 +9%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$11K +$1.73K +57 +20%
LC
341
Lindbrook Capital
California
$11K +$2.03K +67 +22%
EARNEST Partners
342
EARNEST Partners
Georgia
$9K – – –
LPWM
343
Lake Point Wealth Management
Texas
$9K – – –
Simplex Trading
344
Simplex Trading
Illinois
$9K – – –
HI
345
Harbour Investments
Wisconsin
$9K +$2.24K +74 +35%
CFA
346
Cahill Financial Advisors
Minnesota
$9K +$8.75K +289 New
WWM
347
Wolff Wiese Magana
California
$8K -$363 -12 -4%
AWA
348
Arkadios Wealth Advisors
Georgia
$8K +$30 +1 +0.3%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$424 +14 +6%
ZB
350
Zions Bancorporation
Utah
$7K -$636 -21 -8%