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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
626
Andesa Financial Management
Pennsylvania
$553K +$7.92K +11 +1%
PWM
627
Perigon Wealth Management
California
$551K +$5.76K +8 +1%
PPP
628
Private Portfolio Partners
New Jersey
$546K – – –
CCM
629
Coldstream Capital Management
Washington
$545K -$59.7K -83 -10%
HPC
630
HM Payson & Co
Maine
$538K – – –
PWPS
631
Pinnacle Wealth Planning Services
Ohio
$537K +$31.7K +44 +6%
CWM
632
Concentrum Wealth Management
California
$537K +$521K +724 New
RFA
633
Resurgent Financial Advisors
Georgia
$526K +$510K +709 New
JHP
634
James Hambro & Partners
United Kingdom
$521K – – –
RIL
635
Rothschild Investment LLC
Illinois
$521K – – –
HT
636
HighTower Trust
Texas
$520K -$46.1K -64 -8%
SIA
637
Schechter Investment Advisors
Michigan
$519K -$250K -347 -33%
AWCI
638
Alpine Woods Capital Investors
New York
$519K – – –
CCM
639
Conway Capital Management
California
$515K – – –
H
640
HoyleCohen
California
$511K -$5.76K -8 -1%
SIM
641
Sentry Investment Management
Wisconsin
$509K -$82.8K -115 -14%
SFA
642
Sequoia Financial Advisors
Ohio
$509K +$66.2K +92 +15%
TCM
643
Tran Capital Management
California
$500K – – –
ARMT
644
Amica Retiree Medical Trust
Rhode Island
$494K +$158K +219 +49%
CMI
645
Clare Market Investments
Texas
$493K +$302K +420 +171%
LCM
646
Laurion Capital Management
New York
$492K +$477K +663 New
PTC
647
Philadelphia Trust Company
Pennsylvania
$486K -$720 -1 -0.2%
CIBC World Market
648
CIBC World Market
Ontario, Canada
$483K -$66.2K -92 -12%
BAM
649
Belpointe Asset Management
Nevada
$481K +$19.4K +27 +4%
FWM
650
Fingerlakes Wealth Management
New York
$480K -$33.8K -47 -7%