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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
651
BBJS Financial Advisors
Washington
$775K +$13.8K +18 +2%
NP
652
NorthRock Partners
Minnesota
$771K +$422K +550 +135%
FDCDDQ
653
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K -$1.51M -1,963 -67%
B
654
Bellecapital
Switzerland
$763K – – –
KWA
655
Kingswood Wealth Advisors
California
$760K +$725K +944 New
BP
656
Ballentine Partners
Massachusetts
$752K +$169K +220 +31%
GRP
657
Global Retirement Partners
California
$742K +$72.9K +95 +12%
AWM
658
Apollon Wealth Management
South Carolina
$741K +$441K +574 +165%
AIS
659
American Investment Services
Massachusetts
$739K – – –
GC
660
Guidance Capital
Kentucky
$729K +$82.9K +108 +14%
WHG
661
Westwood Holdings Group
Texas
$726K +$1.54K +2 +0.2%
QWM
662
Quadcap Wealth Management
Texas
$724K +$690K +899 New
PWM
663
Perigon Wealth Management
California
$719K +$46.1K +60 +7%
KAS
664
Kestra Advisory Services
Texas
$715K +$681K +887 New
PVH
665
Psagot Value Holdings
Israel
$712K +$38.4K +50 +6%
PAG
666
Private Advisor Group
New Jersey
$711K +$107K +140 +19%
WTA
667
Washington Trust Advisors
Massachusetts
$708K -$15.4K -20 -2%
PWP
668
Phillips Wealth Planners
Mississippi
$706K -$8.45K -11 -1%
DWA
669
Douglass Winthrop Advisors
New York
$706K – – –
WPC
670
Wedmont Private Capital
Pennsylvania
$700K +$97.5K +127 +17%
Bessemer Group
671
Bessemer Group
New Jersey
$698K -$19.2K -25 -3%
RAM
672
Ramirez Asset Management
New York
$693K – – –
SC
673
Savant Capital
Illinois
$689K +$12.3K +16 +2%
FCP
674
Fidelis Capital Partners
Florida
$689K +$191K +249 +41%
WA
675
Wealth Alliance
New York
$687K +$81.4K +106 +14%