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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
UFF
426
USA Financial Formulas
Michigan
$268K +$269K +5,141 New
S
427
SignatureFD
Georgia
$258K -$2.15K -41 -0.8%
FFM
428
Forum Financial Management
Illinois
$257K +$27.5K +525 +12%
OIA
429
OneDigital Investment Advisors
Kansas
$255K +$256K +4,890 New
CAM
430
Cresset Asset Management
Illinois
$253K +$254K +4,851 New
OC
431
Oppenheimer & Co
New York
$252K +$253K +4,831 New
CC
432
Centiva Capital
New York
$251K -$252K -4,815 -50%
AAIS
433
ABN AMRO Investment Solutions
$246K +$247K +4,725 New
LAM
434
Longboard Asset Management
Arizona
$240K
HWM
435
HB Wealth Management
Georgia
$240K +$5.81K +111 +2%
VSQM
436
V-Square Quantitative Management
Illinois
$239K +$28.7K +548 +14%
1C
437
111 Capital
France
$238K +$240K +4,575 New
Wealthfront Advisers
438
Wealthfront Advisers
California
$235K -$5.24K -100 -2%
CB
439
Commerce Bank
Missouri
$231K +$232K +4,440 New
PP
440
PDS Planning
Ohio
$230K +$231K +4,418 New
BAM
441
Belpointe Asset Management
Nevada
$229K +$230K +4,397 New
TC
442
TownSquare Capital
Utah
$229K +$230K +4,387 New
SCA
443
Snowden Capital Advisors
New York
$228K +$229K +4,371 New
HT
444
Headlands Technologies
Illinois
$224K +$30.3K +578 +16%
DOA
445
D'Orazio & Associates
Virginia
$224K
UB
446
UMB Bank
Missouri
$220K +$119K +2,275 +116%
TPI
447
Trust Point Inc
Wisconsin
$214K -$14.3K -273 -6%
PWP
448
Phillips Wealth Planners
Mississippi
$212K -$995 -19 -0.4%
IAA
449
Independent Advisor Alliance
North Carolina
$212K +$213K +4,064 New
WPC
450
Wedmont Private Capital
Pennsylvania
$211K +$18.5K +353 +8%