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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$2.6K -$4.07K -139 -64%
Gradient Investments
402
Gradient Investments
Minnesota
$2.53K – – –
S
403
Sachetta
Massachusetts
$2.33K +$2.05K +70 New
CMP
404
Coston McIsaac & Partners
Maine
$2K – – –
WIA
405
Wetzel Investment Advisors
Indiana
$2K +$1.76K +60 New
DPW
406
DiNuzzo Private Wealth
Pennsylvania
$1.8K +$1.58K +54 New
VCM
407
Versant Capital Management
Arizona
$1.76K +$351 +12 +29%
FWM
408
Focused Wealth Management
New York
$1.73K – – –
First Horizon Advisors
409
First Horizon Advisors
Tennessee
$1.53K – – –
IRC
410
Investors Research Corp
Georgia
$1.4K – – –
Allworth Financial
411
Allworth Financial
California
$1.3K -$3.92K -134 -77%
BHWM
412
Beaird Harris Wealth Management
Texas
$1.23K +$1.08K +37 New
GFPC
413
Global Financial Private Client
Florida
$1.1K – – –
AW
414
Avion Wealth
Texas
$1K -$1.08K -37 -66%
Bessemer Group
415
Bessemer Group
New Jersey
$1K – – –
CAL
416
Capital Advisors Ltd
Ohio
$1K – – –
Whittier Trust
417
Whittier Trust
California
$665 -$585 -20 -50%
GEA
418
Glen Eagle Advisors
New Jersey
$655 -$1.14K -39 -66%
TWP
419
TFO Wealth Partners
Ohio
$466 – – –
JFGIW
420
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234 +$205 +7 New
VWA
421
Valued Wealth Advisors
Utah
$229 +$234 +8 New
RCM
422
Raleigh Capital Management
North Carolina
$167 +$146 +5 New
AWM
423
Abound Wealth Management
Tennessee
$35 – – –
Hotchkis & Wiley Capital Management
424
Hotchkis & Wiley Capital Management
California
– -$94.9M -3,341,032 Closed
Alyeska Investment Group
425
Alyeska Investment Group
Illinois
– -$16.2M -571,165 Closed