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Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
-$215K -4,225 Closed
DILIC
602
Dai-ichi Life Insurance Company
Japan
-$211K -4,157 Closed
PWP
603
Phillips Wealth Planners
Mississippi
-$208K -4,077 Closed
P
604
Pitcairn
Pennsylvania
-$201K -3,952 Closed
PS
605
Principal Securities
Iowa
-$137K -2,703 Closed
RA
606
Rise Advisors
New York
-$65.4K -1,289 Closed
CT
607
Colonial Trust
South Carolina
-$52.6K -1,035 Closed
WANY
608
Wealthspire Advisors (New York)
New York
-$41.5K -818 Closed
CIAM
609
Caitong International Asset Management
Hong Kong
-$38.1K -750 Closed
HNB
610
Hilltop National Bank
Wyoming
-$36.6K -721 Closed
GRP
611
Global Retirement Partners
California
-$35.1K -692 Closed
OCM
612
Orion Capital Management
California
-$32.2K -635 Closed
TWD
613
True Wealth Design
Ohio
-$27.6K -544 Closed
CIM
614
Contravisory Investment Management
Massachusetts
-$23.9K -470 Closed
AF
615
Allworth Financial
California
-$19.8K -390 Closed
MG
616
Mather Group
Illinois
-$14.1K -277 Closed
OWP
617
ORG Wealth Partners
Texas
-$13.8K -272 Closed
CT
618
Clearstead Trust
Maine
-$11K -217 Closed
DWM
619
Dogwood Wealth Management
Kansas
-$6.55K -129 Closed
CCM
620
Cloud Capital Management
Washington
-$2K -57 Closed
HHGA
621
Halbert Hargrove Global Advisors
California
-$2.64K -52 Closed
PPC
622
Park Place Capital
Alabama
-$1.07K -21 Closed
GEA
623
Glen Eagle Advisors
New Jersey
-$998 -20 Closed
TIM
624
Tortoise Investment Management
New York
-$863 -17 Closed
FMP
625
Financial Management Professionals
Texas
-$406 -8 Closed