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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$3K – – –
CMP
502
Coston McIsaac & Partners
Maine
$3K – – –
Allworth Financial
503
Allworth Financial
California
$2.92K – – –
BOK Financial
504
BOK Financial
Oklahoma
$2.64K -$462 -10 -15%
VWA
505
Valued Wealth Advisors
Utah
$2.64K +$600 +13 +30%
DRP
506
Decker Retirement Planning
Utah
$2.55K +$2.49K +54 New
GFPC
507
Global Financial Private Client
Florida
$2.36K +$785 +17 +52%
FWM
508
FLP Wealth Management
Arkansas
$2.26K +$2.22K +48 New
NC
509
NewSquare Capital
Pennsylvania
$2.17K +$2.12K +46 New
First Horizon Advisors
510
First Horizon Advisors
Tennessee
$2.17K – – –
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$2.03K – – –
AF
512
Advisornet Financial
Minnesota
$1.98K -$70.7K -1,531 -97%
CSWM
513
Cassady Schiller Wealth Management
Ohio
$1.79K +$1.75K +38 New
BHWM
514
Beaird Harris Wealth Management
Texas
$1.75K – – –
HCP
515
Hexagon Capital Partners
Arkansas
$1.37K -$46 -1 -3%
SBI Securities
516
SBI Securities
Japan
$1.08K +$1.06K +23 New
AW
517
Avion Wealth
Texas
$1K +$508 +11 +58%
RTC
518
Riverview Trust Company
Washington
$991 – – –
GEA
519
Glen Eagle Advisors
New Jersey
$927 – – –
Optiver Holding
520
Optiver Holding
Netherlands
$849 -$4.53K -98 -84%
VWWMG
521
Vermillion & White Wealth Management Group
Pennsylvania
$849 – – –
WCM
522
WealthTrak Capital Management
Virginia
$708 +$693 +15 New
TWD
523
True Wealth Design
Ohio
$661 +$646 +14 New
RAM
524
Riggs Asset Management
Pennsylvania
$565 – – –
NS
525
NBC Securities
Alabama
$556 -$544K -11,779 -100%