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Equinix
EQIX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Marion Wealth Management
Pennsylvania
$590K +$45.1K +64 +8%
GWM
602
GDS Wealth Management
Texas
$585K -$623K -885 -52%
SAG
603
SageView Advisory Group
California
$577K +$563K +800 New
SACTSONJ
604
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$577K – – –
AFM
605
Andesa Financial Management
Pennsylvania
$569K +$255K +362 +79%
BC
606
Burney Company
Virginia
$560K -$4.22K -6 -0.8%
PWM
607
Perigon Wealth Management
California
$559K -$53.5K -76 -9%
HWM
608
HB Wealth Management
Georgia
$550K +$59.8K +85 +13%
YIA
609
YHB Investment Advisors
Connecticut
$549K -$14.1K -20 -3%
3IP
610
3Chopt Investment Partners
Virginia
$547K – – –
CQS
611
Credential Qtrade Securities
$544K -$21.1K -30 -4%
VSQM
612
V-Square Quantitative Management
Illinois
$536K +$523K +743 New
PCIA
613
Prime Capital Investment Advisors
Kansas
$534K +$522K +741 New
BS
614
Banco Santander
Spain
$533K -$12K -17 -2%
TW
615
TrinityPoint Wealth
Connecticut
$529K +$2.11K +3 +0.4%
CWM
616
Concentrum Wealth Management
California
$522K – – –
MLA
617
My Legacy Advisors
Oregon
$516K +$14.1K +20 +3%
LCWP
618
Legacy Capital Wealth Partners
Arkansas
$514K +$502K +713 New
TPW
619
Transatlantique Private Wealth
New York
$510K +$95.7K +136 +24%
RIL
620
Rothschild Investment LLC
Illinois
$509K +$1.41K +2 +0.3%
SIA
621
Schechter Investment Advisors
Michigan
$506K +$28.2K +40 +6%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$503K -$21.1K -30 -4%
BCM
623
BTC Capital Management
Iowa
$502K -$52.1K -74 -10%
DGAM
624
Desjardins Global Asset Management
Quebec, Canada
$501K +$270K +384 +123%
PWPS
625
Pinnacle Wealth Planning Services
Ohio
$494K +$95K +135 +25%
23 24
25
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