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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KGP
501
Keystone Global Partners
Colorado
$15.8K +$14.5K +281 New
TPWA
502
Twin Peaks Wealth Advisors
California
$14.9K +$13.9K +271 New
JWA
503
JFS Wealth Advisors
Pennsylvania
$14.6K
VWWMG
504
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K +$12.1K +236 +1,311%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$13.6K +$2.06K +40 +20%
HIA
506
Harbor Investment Advisory
Maryland
$13.2K
WT
507
Whittier Trust
California
$12.9K -$10.7K -209 -48%
CT
508
Clearstead Trust
Maine
$12.2K
BGAI
509
Bruce G. Allen Investments
Colorado
$12.1K +$3.81K +74 +52%
BC
510
Bayforest Capital
United Kingdom
$11.6K -$320K -6,224 -97%
FFO
511
Fortitude Family Office
Arizona
$11.2K +$2.31K +45 +29%
W
512
WealthCollab
Washington
$9.99K
HNB
513
Huntington National Bank
Ohio
$9.03K
HNW
514
High Note Wealth
Minnesota
$8.41K
GC
515
GFG Capital
Florida
$7.52K +$6.89K +134 New
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$7.41K +$3.14K +61 +86%
TCOV
517
Trust Company of Vermont
Vermont
$7.13K
CIA
518
Cape Investment Advisory
Georgia
$6.84K +$2.16K +42 +53%
AA
519
Ancora Advisors
Ohio
$6.56K +$6.02K +117 New
NA
520
NewEdge Advisors
Louisiana
$6.56K +$6.02K +117 New
DWM
521
Dogwood Wealth Management
Kansas
$6.41K +$6.02K +117 New
CTA
522
Colonial Trust Advisors
South Carolina
$5.61K
IWM
523
IMG Wealth Management
Florida
$5.55K +$5.09K +99 New
IWP
524
IAG Wealth Partners
Wisconsin
$5.25K
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$5.05K