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Equitable Holdings
EQH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
401
Bare Financial Services
Pennsylvania
$8.56K +$5.43K +130 +200%
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$8.21K +$167 +4 +2%
CFO
403
CVA Family Office
Colorado
$8.12K – – –
W
404
WealthCollab
Washington
$7.81K – – –
PMFA
405
Plante Moran Financial Advisors
Michigan
$7.71K -$1K -24 -12%
ZBNA
406
Zions Bancorporation, National Association
Utah
$7.46K -$65.8K -1,575 -90%
APFP
407
Action Point Financial Planning
Michigan
$7.11K +$6.86K +164 New
C
408
Covestor
United Kingdom
$7K -$293 -7 -4%
MCM
409
Manchester Capital Management
Vermont
$6.89K -$543 -13 -8%
WTA
410
Washington Trust Advisors
Massachusetts
$6.89K +$1.63K +39 +33%
EP
411
Essential Partners
California
$6.76K -$38.9K -930 -86%
CCWM
412
Cassaday & Co Wealth Management
Virginia
$6.76K +$460 +11 +8%
HNW
413
High Note Wealth
Minnesota
$6.71K +$293 +7 +5%
CA
414
Continuum Advisory
Idaho
$5.75K +$5.48K +131 New
TPCW
415
TD Private Client Wealth
New York
$5.66K +$4.51K +108 +514%
TCOV
416
Trust Company of Vermont
Vermont
$5.57K +$5.31K +127 New
AFC
417
Ares Financial Consulting
California
$5.49K – – –
BGAI
418
Bruce G. Allen Investments
Colorado
$5.44K -$627 -15 -11%
MAM
419
Meeder Asset Management
Ohio
$5.35K +$5.1K +122 New
JFG
420
JDM Financial Group
Texas
$5.22K – – –
RWM
421
Rialto Wealth Management
New York
$4.92K +$3.8K +91 +433%
FFA
422
Frazier Financial Advisors
Ohio
$4.78K – – –
WT
423
Whittier Trust
California
$4.51K – – –
CTA
424
Colonial Trust Advisors
South Carolina
$4.39K – – –
EWP
425
Elevation Wealth Partners
California
$4.3K +$4.1K +98 New
15 16
17
18 19