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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
576
Sound View Wealth Advisors Group
Georgia
$848K +$41K +56 +5%
SFI
577
Siemens Fonds Invest
Germany
$844K +$17.6K +24 +2%
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$828K +$18.3K +25 +2%
PI
579
PFS Investments
Georgia
$809K +$122K +167 +19%
CGL
580
Clarius Group LLC
Washington
$804K +$26.4K +36 +4%
BAAM
581
Baker Avenue Asset Management
California
$791K +$41.7K +57 +6%
Kovitz Investment Group Partners
582
Kovitz Investment Group Partners
Illinois
$786K +$734K +1,003 New
SRWM
583
Shira Ridge Wealth Management
California
$786K -$2.93K -4 -0.4%
S
584
SignatureFD
Georgia
$767K +$54.2K +74 +8%
AAIM
585
American Assets Investment Management
California
$761K +$111K +152 +19%
HT
586
Heritage Trust
Oklahoma
$758K +$5.86K +8 +0.8%
SCM
587
Stevens Capital Management
Pennsylvania
$753K +$704K +961 New
CA
588
Continuum Advisory
Idaho
$748K -$13.9K -19 -2%
B
589
Bellecapital
Switzerland
$742K -$71.7K -98 -9%
CCM
590
Coldstream Capital Management
Washington
$740K +$17.6K +24 +3%
AIS
591
American Investment Services
Massachusetts
$739K – – –
BFA
592
BBJS Financial Advisors
Washington
$737K +$11K +15 +2%
LA
593
Legacy Advisors
Pennsylvania
$721K +$12.4K +17 +2%
HWM
594
HB Wealth Management
Georgia
$718K +$112K +153 +20%
Bessemer Group
595
Bessemer Group
New Jersey
$710K +$274K +374 +70%
WHG
596
Westwood Holdings Group
Texas
$706K -$2.2K -3 -0.3%
WTA
597
Washington Trust Advisors
Massachusetts
$689K -$30K -41 -4%
HI
598
Harper Investing
California
$688K +$2.93K +4 +0.5%
DWA
599
Douglass Winthrop Advisors
New York
$688K – – –
TWI
600
Thomas White International
Illinois
$684K – – –