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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
O
701
Ossiam
France
$250K +$11.5K +17 +5%
LWP
702
Legacy Wealth Planning
Nevada
$247K
NWP
703
Northstar Wealth Partners
Connecticut
$247K +$6.76K +10 +3%
OGC
704
Oak Grove Capital
New Hampshire
$246K -$179K -265 -43%
NJBEST
705
New Jersey Better Educational Savings Trust
New Jersey
$246K
TCOV
706
Trust Company of Vermont
Vermont
$235K
DWT
707
Dorsey & Whitney Trust
South Dakota
$235K +$227K +335 New
BRWM
708
B. Riley Wealth Management
Tennessee
$234K +$225K +333 New
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K
CCM
710
Coldstream Capital Management
Washington
$231K +$222K +328 New
RT
711
Rockland Trust
Massachusetts
$229K
9WM
712
9258 Wealth Management
Ohio
$226K +$676 +1 +0.3%
LW
713
Linscomb Wealth
Texas
$225K
MWA
714
Meridian Wealth Advisors
Texas
$225K +$217K +321 New
B
715
Bailard
California
$224K +$216K +319 New
GSC
716
G&S Capital
Colorado
$224K +$216K +319 New
OPS
717
Orion Portfolio Solutions
Nebraska
$223K +$108K +159 +101%
II
718
Ibex Investors
Colorado
$223K +$215K +318 New
NIM
719
NuWave Investment Management
New Jersey
$221K +$214K +317 New
CQS
720
Credential Qtrade Securities
$219K -$12.9K -19 -6%
BCM
721
Becker Capital Management
Oregon
$218K +$210K +311 New
SVWAG
722
Sound View Wealth Advisors Group
Georgia
$217K +$209K +309 New
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$215K +$207K +306 New
NFG
724
Next Financial Group
Texas
$214K -$137K -202 -40%
SWM
725
SeaCrest Wealth Management
New York
$212K -$44K -65 -18%