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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
651
Tran Capital Management
California
$570K – – –
AC
652
Avestar Capital
New York
$567K +$216K +269 +67%
PTC
653
Philadelphia Trust Company
Pennsylvania
$555K -$76.2K -95 -13%
BAM
654
Bruderman Asset Management
New York
$554K -$1.01M -1,265 -67%
CG
655
Caprock Group
Idaho
$551K -$294K -367 -36%
TW
656
TrinityPoint Wealth
Connecticut
$548K +$6.41K +8 +1%
AAIM
657
American Assets Investment Management
California
$542K – – –
MPM
658
MBB Public Markets
Illinois
$542K +$514K +641 New
CP
659
Covenant Partners
Tennessee
$540K – – –
SVWAG
660
Sound View Wealth Advisors Group
Georgia
$540K +$37.7K +47 +8%
Lazard Asset Management
661
Lazard Asset Management
New York
$537K +$47.3K +59 +10%
MOS
662
MGO One Seven
Ohio
$535K +$18.4K +23 +4%
PA
663
Procyon Advisors
Connecticut
$535K +$28.1K +35 +6%
MCWA
664
Meadow Creek Wealth Advisors
Georgia
$531K +$503K +628 New
AssetMark Inc
665
AssetMark Inc
California
$529K +$437K +545 +673%
BAM
666
Belpointe Asset Management
Nevada
$524K +$143K +179 +41%
EN1L
667
Engine No 1 LLC
California
$521K +$107K +134 +28%
AF
668
Alerus Financial
North Dakota
$520K -$1.66M -2,073 -77%
WB
669
WesBanco Bank
West Virginia
$518K -$134K -167 -21%
SGI
670
Summit Global Investments
Utah
$512K -$337K -420 -41%
TWC
671
TD Waterhouse Canada
Ontario, Canada
$512K +$478K +596 New
MCA
672
Magnolia Capital Advisors
Mississippi
$505K +$2.4K +3 +0.5%
AWA
673
Arkadios Wealth Advisors
Georgia
$504K +$203K +253 +74%
SFA
674
Sequoia Financial Advisors
Ohio
$503K +$477K +595 New
NIM
675
NuWave Investment Management
New Jersey
$501K +$475K +592 New