We are live on ! Find out more
EQIX icon

Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
651
Obermeyer Wealth Partners
Colorado
$918K +$841 +1 +0.1%
GRP
652
Global Retirement Partners
California
$891K +$146K +173 +19%
HWM
653
HB Wealth Management
Georgia
$888K +$38.7K +46 +4%
Kovitz Investment Group Partners
654
Kovitz Investment Group Partners
Illinois
$877K +$47.9K +57 +6%
CIA
655
Concurrent Investment Advisors
Florida
$874K +$247K +294 +38%
MWM
656
Marion Wealth Management
Pennsylvania
$872K +$8.41K +10 +1%
QT
657
Quantbot Technologies
New York
$854K -$3.84M -4,562 -82%
FHB
658
First Hawaiian Bank
Hawaii
$853K -$326K -388 -27%
AWM
659
Apollon Wealth Management
South Carolina
$851K +$92.5K +110 +12%
FDCDDQ
660
Federation des caisses Desjardins du Quebec
Quebec, Canada
$848K +$63.1K +75 +8%
AWS
661
Atria Wealth Solutions
New York
$847K -$106K -126 -11%
FCP
662
Fidelis Capital Partners
Florida
$845K +$142K +169 +20%
BPGAM
663
BTG Pactual Global Asset Management
Bermuda
$836K +$852K +1,013 New
LA
664
Legacy Advisors
Pennsylvania
$835K +$20.2K +24 +2%
NP
665
NorthRock Partners
Minnesota
$832K +$42.9K +51 +5%
BP
666
Ballentine Partners
Massachusetts
$827K +$57.2K +68 +7%
SRWM
667
Shira Ridge Wealth Management
California
$820K -$19.3K -23 -2%
CI
668
Cigna Investments
Connecticut
$819K -$7.57K -9 -0.9%
SVCP
669
Silicon Valley Capital Partners
California
$812K +$584K +694 +239%
SPC
670
Sigma Planning Corp
Michigan
$810K +$824K +980 New
PWM
671
Perigon Wealth Management
California
$806K +$71.5K +85 +10%
GCP
672
GSA Capital Partners
United Kingdom
$804K +$819K +974 New
HT
673
Heritage Trust
Oklahoma
$803K – – –
ITC
674
Inspire Trust Company
Nevada
$796K +$544K +647 +203%
B
675
Bellecapital
Switzerland
$782K – – –