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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
TW
651
TrinityPoint Wealth
Connecticut
$480K -$720 -1 -0.2%
WA
652
Wealth Alliance
New York
$480K +$109K +151 +30%
AAIM
653
American Assets Investment Management
California
$475K – – –
BCM
654
BTC Capital Management
Iowa
$473K -$38.1K -53 -8%
CP
655
Covenant Partners
Tennessee
$473K – – –
MCA
656
Magnolia Capital Advisors
Mississippi
$472K +$28.8K +40 +7%
SW
657
SteelPeak Wealth
California
$467K +$453K +630 New
WB
658
WesBanco Bank
West Virginia
$464K +$10.1K +14 +2%
MOS
659
MGO One Seven
Ohio
$458K -$10.1K -14 -2%
CG
660
Colony Group
Massachusetts
$455K +$79.9K +111 +22%
MLA
661
My Legacy Advisors
Oregon
$453K +$440K +611 New
CG
662
Caprock Group
Idaho
$451K -$31.7K -44 -7%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$451K -$21.6K -30 -5%
MIM
664
Moseley Investment Management
Florida
$450K +$21.6K +30 +5%
MFG
665
Menard Financial Group
Texas
$446K +$30.2K +42 +8%
OPS
666
Orion Portfolio Solutions
Nebraska
$446K +$101K +141 +31%
HIA
667
Harbor Investment Advisory
Maryland
$428K +$13.7K +19 +3%
MCWA
668
Meadow Creek Wealth Advisors
Georgia
$427K -$37.4K -52 -8%
BC
669
Bowman & Company
Wisconsin
$426K +$14.4K +20 +4%
UH
670
Unigestion Holding
Switzerland
$422K +$403K +560 New
BL
671
Balentine LLC
Georgia
$422K +$409K +569 New
ATPW
672
Ashton Thomas Private Wealth
Arizona
$421K +$1.44K +2 +0.4%
KWM
673
Keebeck Wealth Management
Illinois
$418K -$104K -145 -20%
DIA
674
Davidson Investment Advisors
Montana
$416K – – –
CI
675
Chartist Inc
California
$409K – – –