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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Perigon Wealth Management
California
$388K -$12.4K -19 -3%
OPS
627
Orion Portfolio Solutions
Nebraska
$386K +$54.9K +84 +14%
CI
628
Conning Inc
Connecticut
$385K -$42.5K -65 -9%
BAM
629
Belpointe Asset Management
Nevada
$382K +$65.3K +100 +17%
RWM
630
Ritholtz Wealth Management
New York
$382K +$439K +672 New
HIA
631
Harbor Investment Advisory
Maryland
$381K +$14.4K +22 +3%
MWM
632
Marion Wealth Management
Pennsylvania
$380K +$31.4K +48 +8%
EMG
633
ETF Managers Group
New Jersey
$380K +$436K +668 New
SVWAG
634
Sound View Wealth Advisors Group
Georgia
$371K +$3.27K +5 +0.8%
WA
635
Wealth Alliance
New York
$370K -$18.3K -28 -4%
CMI
636
Clare Market Investments
Texas
$368K +$653 +1 +0.2%
CP
637
Covenant Partners
Tennessee
$363K -$49.7K -76 -11%
MW
638
Marcum Wealth
Ohio
$354K +$12.4K +19 +3%
SIM
639
Sentry Investment Management
Wisconsin
$351K – – –
FWM
640
Fingerlakes Wealth Management
New York
$346K +$1.96K +3 +0.5%
ARMT
641
Amica Retiree Medical Trust
Rhode Island
$344K -$40.5K -62 -9%
JHP
642
James Hambro & Partners
United Kingdom
$342K -$65.3K -100 -14%
CCG
643
Cypress Capital Group
Florida
$339K -$17K -26 -4%
EGM
644
Engineers Gate Manager
New York
$339K +$389K +596 New
DWT
645
Dorsey & Whitney Trust
South Dakota
$338K +$387K +593 New
BP
646
Ballentine Partners
Massachusetts
$336K +$118K +180 +44%
MLA
647
My Legacy Advisors
Oregon
$335K +$15K +23 +4%
IWC
648
Integrated Wealth Concepts
Massachusetts
$333K -$35.9K -55 -9%
TPW
649
Transatlantique Private Wealth
New York
$329K +$5.23K +8 +1%
YIH
650
Y-Intercept (HK)
Hong Kong
$329K -$147K -225 -28%