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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Calamos Wealth Management
Illinois
$311K -$6.12M -8,241 -96%
FB
702
Fulton Bank
Pennsylvania
$310K +$8.91K +12 +3%
Dodge & Cox
703
Dodge & Cox
California
$309K – – –
PI
704
Putnam Investments
Massachusetts
$305K -$20.5M -27,574 -99%
TBA
705
Tower Bridge Advisors
Pennsylvania
$301K +$279K +375 New
IWC
706
Integrated Wealth Concepts
Massachusetts
$297K +$49K +66 +22%
ED
707
Exane Derivatives
France
$295K +$196K +264 +278%
PCA
708
Pallas Capital Advisors
Massachusetts
$295K +$264K +356 New
KA
709
Kovack Advisors
Florida
$294K +$8.17K +11 +3%
OPS
710
Orion Portfolio Solutions
Nebraska
$289K +$28.2K +38 +12%
MAFM
711
Mid Atlantic Financial Management
Pennsylvania
$286K +$264K +356 New
CQS
712
Credential Qtrade Securities
$286K +$26.7K +36 +11%
AF
713
Advisornet Financial
Minnesota
$285K +$42.3K +57 +19%
CI
714
Clal Insurance
Israel
$284K +$67.6K +91 +35%
LWP
715
Legacy Wealth Planning
Nevada
$282K – – –
NJBEST
716
New Jersey Better Educational Savings Trust
New Jersey
$281K – – –
FFN
717
Focus Financial Network
Minnesota
$280K +$259K +349 New
Lido Advisors
718
Lido Advisors
California
$279K +$28.2K +38 +12%
EW
719
Evoke Wealth
California
$279K +$30.5K +41 +13%
VC
720
Veracity Capital
Georgia
$277K +$5.94K +8 +2%
HPWM
721
Highland Private Wealth Management
Washington
$275K +$254K +342 New
OPOWM
722
One Plus One Wealth Management
Florida
$268K – – –
TCOV
723
Trust Company of Vermont
Vermont
$268K – – –
TPCW
724
TD Private Client Wealth
New York
$266K +$52.7K +71 +27%
BCM
725
Becker Capital Management
Oregon
$266K +$13.4K +18 +6%