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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Scissortail Wealth Management
Oklahoma
$546K +$462K +748 New
S
602
SignatureFD
Georgia
$546K +$43.2K +70 +9%
SAM
603
Smithbridge Asset Management
Pennsylvania
$545K +$514K +832 New
AT
604
Arden Trust
Delaware
$543K -$5.56K -9 -1%
BIP
605
Blueprint Investment Partners
North Carolina
$538K +$508K +822 New
CT
606
Coastline Trust
Rhode Island
$538K – – –
AAIM
607
American Assets Investment Management
California
$536K +$30.9K +50 +7%
Verition Fund Management
608
Verition Fund Management
Connecticut
$533K -$7.55M -12,224 -94%
PI
609
PFS Investments
Georgia
$528K +$41.4K +67 +9%
SACTSONJ
610
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$524K – – –
MLA
611
My Legacy Advisors
Oregon
$521K +$29.6K +48 +7%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$516K +$59.9K +97 +14%
CQS
613
Credential Qtrade Securities
$514K +$6.79K +11 +1%
BC
614
Burney Company
Virginia
$512K -$1.21M -1,958 -71%
YIA
615
YHB Investment Advisors
Connecticut
$512K -$25.3K -41 -5%
BCM
616
BTC Capital Management
Iowa
$504K +$15.4K +25 +3%
RFA
617
Resurgent Financial Advisors
Georgia
$503K +$50.7K +82 +12%
OPS
618
Orion Portfolio Solutions
Nebraska
$501K +$52.5K +85 +13%
3IP
619
3Chopt Investment Partners
Virginia
$497K +$468K +758 New
BS
620
Banco Santander
Spain
$495K -$27.8K -45 -6%
MWM
621
Marion Wealth Management
Pennsylvania
$494K +$53.1K +86 +13%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$493K +$3.09K +5 +0.7%
SC
623
Solstein Capital
California
$482K -$2.34M -3,794 -84%
TW
624
TrinityPoint Wealth
Connecticut
$478K +$119K +192 +36%
FCIM
625
Fairview Capital Investment Management
California
$476K -$43.2K -70 -9%