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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$7K – – –
HM Payson & Co
352
HM Payson & Co
Maine
$7K – – –
SGAM
353
Smith Group Asset Management
Texas
$7K +$484 +16 +7%
BIA
354
Bell Investment Advisors
California
$7K +$7.63K +252 New
FCB
355
First Command Bank
Texas
$6K – – –
FCFS
356
First Command Financial Services
Texas
$6K – – –
WhitTier Trust Company
357
WhitTier Trust Company
Nevada
$5K +$5.6K +185 New
PCG
358
Private Capital Group
Connecticut
$4K – – –
First Horizon Advisors
359
First Horizon Advisors
Tennessee
$3K +$2.27K +75 +160%
SCA
360
Stonebridge Capital Advisors
Minnesota
$3K +$2.94K +97 New
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.03K +100 New
CFD
362
Creative Financial Designs
Indiana
$2K -$4K -132 -62%
BWM
363
BerganKDV Wealth Management
Minnesota
$2K – – –
FF
364
FourThought Financial
Florida
$2K – – –
SIM
365
Sonora Investment Management
Arizona
$2K – – –
Central Trust Company
366
Central Trust Company
Missouri
$2K +$2.15K +71 New
GEA
367
Glen Eagle Advisors
New Jersey
$1.75K – – –
GWS
368
Glassman Wealth Services
Virginia
$1K – – –
IRC
369
Investors Research Corp
Georgia
$1K – – –
ME
370
McIlrath & Eck
Washington
$1K – – –
NFG
371
Next Financial Group
Texas
$1K +$212 +7 +30%
Twin Tree Management
372
Twin Tree Management
Texas
$1K +$696 +23 New
FWM
373
Focused Wealth Management
New York
$1K +$1.48K +49 New
GFPC
374
Global Financial Private Client
Florida
$997 – – –
BCPEMI
375
Bain Capital Public Equity Management II
Massachusetts
– -$104M -3,424,313 Closed