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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
FM
651
Family Management
New York
$475K +$495K +665 New
IFG
652
Independent Financial Group
California
$473K -$74.4K -100 -13%
FM
653
Foster & Motley
Ohio
$465K -$38K -51 -7%
DIA
654
Davidson Investment Advisors
Montana
$464K -$18.6K -25 -4%
CG
655
Caprock Group
Idaho
$453K -$2.98K -4 -0.6%
PA
656
Procyon Advisors
Connecticut
$449K -$2.98K -4 -0.6%
DT
657
Diversified Trust
Tennessee
$446K -$124K -167 -21%
MCCP
658
Mission Creek Capital Partners
California
$446K
LJAC
659
L.J. Altfest & Co
New York
$436K -$29K -39 -6%
LWAM
660
Legacy Wealth Asset Management
Minnesota
$432K +$450K +605 New
PP
661
Peconic Partners
New York
$429K
PPP
662
Private Portfolio Partners
New Jersey
$428K +$2.23K +3 +0.5%
AssetMark Inc
663
AssetMark Inc
California
$420K -$3.63M -4,882 -89%
DAS
664
Dynamic Advisor Solutions
Arizona
$418K -$62.5K -84 -13%
SC
665
Scotia Capital
Ontario, Canada
$417K +$435K +584 New
OWM
666
OneAscent Wealth Management
Alabama
$414K +$431K +579 New
QI
667
Qtron Investments
Massachusetts
$411K -$50.6K -68 -11%
MOS
668
MGO One Seven
Ohio
$401K -$48.4K -65 -10%
WP
669
WealthShield Partners
North Carolina
$398K +$87.8K +118 +27%
CAAS
670
Capital Asset Advisory Services
Michigan
$396K +$99.7K +134 +32%
W
671
WealthStone
Ohio
$394K +$7.44K +10 +2%
DTL
672
Dynamic Technology Lab
Singapore
$386K +$105K +141 +35%
PWM
673
Perigon Wealth Management
California
$383K +$93K +125 +30%
HCL
674
Heard Capital LLC
Illinois
$378K +$395K +530 New
MFG
675
Menard Financial Group
Texas
$374K +$20.8K +28 +6%