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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
TW
651
TrinityPoint Wealth
Connecticut
$548K +$6.41K +8 +1%
AAIM
652
American Assets Investment Management
California
$542K
MPM
653
MBB Public Markets
Illinois
$542K +$514K +641 New
CP
654
Covenant Partners
Tennessee
$540K
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$540K +$37.7K +47 +8%
Lazard Asset Management
656
Lazard Asset Management
New York
$537K +$47.3K +59 +10%
MOS
657
MGO One Seven
Ohio
$535K +$18.4K +23 +4%
PA
658
Procyon Advisors
Connecticut
$535K +$28.1K +35 +6%
MCWA
659
Meadow Creek Wealth Advisors
Georgia
$531K +$503K +628 New
AssetMark Inc
660
AssetMark Inc
California
$529K +$437K +545 +673%
BAM
661
Belpointe Asset Management
Nevada
$524K +$143K +179 +41%
EN1L
662
Engine No 1 LLC
California
$521K +$107K +134 +28%
AF
663
Alerus Financial
North Dakota
$520K -$1.66M -2,073 -77%
WB
664
WesBanco Bank
West Virginia
$518K -$134K -167 -21%
SGI
665
Summit Global Investments
Utah
$512K -$337K -420 -41%
TWC
666
TD Waterhouse Canada
Ontario, Canada
$512K +$478K +596 New
MCA
667
Magnolia Capital Advisors
Mississippi
$505K +$2.4K +3 +0.5%
AWA
668
Arkadios Wealth Advisors
Georgia
$504K +$203K +253 +74%
SFA
669
Sequoia Financial Advisors
Ohio
$503K +$477K +595 New
NIM
670
NuWave Investment Management
New Jersey
$501K +$475K +592 New
MW
671
Marcum Wealth
Ohio
$493K -$70.5K -88 -13%
MIM
672
Moseley Investment Management
Florida
$487K +$35.3K +44 +8%
ATPW
673
Ashton Thomas Private Wealth
Arizona
$479K +$139K +174 +44%
DIA
674
Davidson Investment Advisors
Montana
$475K -$94.6K -118 -17%
MFG
675
Menard Financial Group
Texas
$473K +$5.61K +7 +1%