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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
676
Albion Financial Group
Utah
$782K +$99.3K +118 +14%
PAG
677
Private Advisor Group
New Jersey
$769K +$41.2K +49 +6%
AIS
678
American Investment Services
Massachusetts
$758K – – –
SCM
679
Stevens Capital Management
Pennsylvania
$755K +$144K +171 +23%
WA
680
Wealth Alliance
New York
$755K +$51.3K +61 +7%
SC
681
Solstein Capital
California
$751K -$90.8K -108 -11%
WHG
682
Westwood Holdings Group
Texas
$745K +$841 +1 +0.1%
GCM
683
Greenland Capital Management
New York
$743K +$757K +900 New
SFI
684
Susquehanna Fundamental Investments
Pennsylvania
$743K +$757K +900 New
WPC
685
Wedmont Private Capital
Pennsylvania
$733K +$37K +44 +5%
WTA
686
Washington Trust Advisors
Massachusetts
$725K – – –
QWM
687
Quadcap Wealth Management
Texas
$713K -$29.4K -35 -4%
SIA
688
Schechter Investment Advisors
Michigan
$713K +$52.2K +62 +8%
SC
689
Savant Capital
Illinois
$712K +$5.89K +7 +0.8%
DAS
690
Dynamic Advisor Solutions
Arizona
$708K +$8.41K +10 +1%
AAIM
691
American Assets Investment Management
California
$702K +$229K +272 +47%
ACH
692
ArrowMark Colorado Holdings
Colorado
$697K – – –
STA
693
Summit Trail Advisors
New York
$696K +$244K +290 +52%
FIM
694
Freedom Investment Management
Connecticut
$694K -$190K -226 -21%
HFM
695
Harvest Fund Management
China
$690K +$330K +392 +88%
BAM
696
Belpointe Asset Management
Nevada
$688K +$701K +833 New
FCA
697
Fortis Capital Advisors
Kansas
$688K +$701K +833 New
LAIC
698
Lederer & Associates Investment Counsel
California
$684K +$15.1K +18 +2%
Lido Advisors
699
Lido Advisors
California
$675K -$841 -1 -0.1%
GS
700
GTS Securities
Florida
$673K -$1.33M -1,580 -66%