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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
601
Shira Ridge Wealth Management
California
$744K +$17.8K +23 +2%
S
602
SignatureFD
Georgia
$742K +$33.3K +43 +4%
VWM
603
Venturi Wealth Management
Texas
$739K +$757K +977 +2,443%
Kovitz Investment Group Partners
604
Kovitz Investment Group Partners
Illinois
$730K +$1.55K +2 +0.2%
CI
605
Cigna Investments
Connecticut
$727K -$101K -130 -11%
QCM
606
QRG Capital Management
Illinois
$726K +$774K +1,000 New
AWCI
607
Alpine Woods Capital Investors
New York
$726K +$774K +1,000 New
EF
608
Empowered Funds
Pennsylvania
$714K +$189K +244 +33%
HT
609
Heritage Trust
Oklahoma
$702K – – –
LSA
610
Leonteq Securities AG
Switzerland
$702K -$229K -296 -23%
B
611
Bellecapital
Switzerland
$688K – – –
BFA
612
BBJS Financial Advisors
Washington
$686K +$3.1K +4 +0.4%
CCM
613
Coldstream Capital Management
Washington
$683K -$2.32K -3 -0.3%
LCM
614
LRT Capital Management
Texas
$681K -$461K -595 -39%
LA
615
Legacy Advisors
Pennsylvania
$679K +$11.6K +15 +2%
DWT
616
Dorsey & Whitney Trust
South Dakota
$673K +$113K +146 +19%
CA
617
Continuum Advisory
Idaho
$668K -$26.3K -34 -4%
AIS
618
American Investment Services
Massachusetts
$667K -$19.4K -25 -3%
WHG
619
Westwood Holdings Group
Texas
$654K – – –
WTA
620
Washington Trust Advisors
Massachusetts
$653K +$15.5K +20 +2%
CA
621
Cetera Advisors
Colorado
$651K +$78.2K +101 +13%
Bessemer Group
622
Bessemer Group
New Jersey
$647K -$10.8K -14 -2%
DWA
623
Douglass Winthrop Advisors
New York
$637K – – –
AFG
624
Albion Financial Group
Utah
$635K +$5.42K +7 +0.8%
CGL
625
Clarius Group LLC
Washington
$635K -$118K -152 -15%