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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
351
Institutional & Family Asset Management
Colorado
$11K – – –
C
352
Covestor
United Kingdom
$11K +$29 +1 +0.2%
PTC
353
Private Trust Company
Ohio
$11K +$12.6K +435 New
TWA
354
TCI Wealth Advisors
Arizona
$10K -$1.1K -38 -9%
LPWM
355
Lake Point Wealth Management
Texas
$10K – – –
SPIA
356
Steward Partners Investment Advisory
New York
$10K – – –
JWA
357
JFS Wealth Advisors
Pennsylvania
$10K +$5.13K +177 +82%
Jones Financial Companies
358
Jones Financial Companies
Missouri
$10K +$11.4K +395 New
CAM
359
ClariVest Asset Management
California
$10K +$12.3K +424 New
EARNEST Partners
360
EARNEST Partners
Georgia
$8K – – –
CA
361
Crewe Advisors
Utah
$8K +$8.49K +293 New
MAM
362
Meeder Asset Management
Ohio
$7K -$5.28K -182 -41%
PFBT
363
Parkside Financial Bank & Trust
Missouri
$7K -$3.1K -107 -27%
WWM
364
Wolff Wiese Magana
California
$7K – – –
ZB
365
Zions Bancorporation
Utah
$6K -$261 -9 -4%
HIA
366
Harbor Investment Advisory
Maryland
$6K – – –
DWP
367
Destiny Wealth Partners
Florida
$6K +$6.38K +220 New
BIA
368
Bell Investment Advisors
California
$6K +$7.1K +245 New
GWS
369
Glassman Wealth Services
Virginia
$5K -$609 -21 -10%
LF
370
Lee Financial
Texas
$4K +$4.38K +151 New
SC
371
Schubert & Co
Texas
$3K +$1.91K +66 +120%
BWM
372
BerganKDV Wealth Management
Minnesota
$2K – – –
CTC
373
Central Trust Company
Missouri
$2K – – –
DI
374
Disciplined Investments
Oklahoma
$2K +$319 +11 +16%
HI
375
Harbour Investments
Wisconsin
$2K +$1.68K +58 New