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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
-$205K -6,248 Closed
VIA
427
Vident Investment Advisory
Georgia
-$203K -6,214 Closed
IRF
428
IBM Retirement Fund
New York
-$202K -6,169 Closed
Vontobel Holding
429
Vontobel Holding
Switzerland
-$202K -6,163 Closed
PAS
430
Park Avenue Securities
New York
-$201K -6,119 Closed
CWS
431
Confluence Wealth Services
Pennsylvania
-$82K -2,515 Closed
GT
432
Glenmede Trust
Pennsylvania
-$32K -1,009 Closed
CCM
433
Chilton Capital Management
Texas
-$10K -313 Closed
AWA
434
Amplius Wealth Advisors
Pennsylvania
-$8K -261 Closed
FCB
435
First Command Bank
Texas
-$6K -196 Closed
PCG
436
Private Capital Group
Connecticut
-$4K -133 Closed
WFS
437
Widmann Financial Services
Maryland
-$3K -104 Closed
BAM
438
Barrett Asset Management
New York
-$3K -103 Closed
FF
439
FourThought Financial
Florida
-$2K -76 Closed
SCA
440
Snowden Capital Advisors
New York
-$1K -52 Closed
AWA
441
Aquire Wealth Advisors
Utah
-$2K -48 Closed
LF
442
Lee Financial
Texas
-$1K -30 Closed
NFSG
443
Newbridge Financial Services Group
Florida
-$1K -30 Closed
CT
444
Cambridge Trust
Massachusetts
-$1K -28 Closed
CQS
445
Credential Qtrade Securities
-$852 -26 Closed
DHGWA
446
Dixon Hughes Goodman Wealth Advisors
North Carolina
+$33 +1 New
CFO
447
CVA Family Office
Colorado
+$330 +10 New
SIC
448
SJS Investment Consulting
Ohio
+$396 +12 New