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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
701
Avidian Wealth Enterprises
Texas
$308K
HCMG
702
Howard Capital Management Group
California
$308K
CWM
703
Calamos Wealth Management
Illinois
$305K -$831 -1 -0.3%
HPWM
704
Highland Private Wealth Management
Washington
$305K +$36.6K +44 +13%
Dodge & Cox
705
Dodge & Cox
California
$304K
P
706
Pitcairn
Pennsylvania
$301K -$6.65K -8 -2%
TBA
707
Tower Bridge Advisors
Pennsylvania
$300K +$4.15K +5 +1%
PI
708
Putnam Investments
Massachusetts
$300K
TSS
709
Two Sigma Securities
New York
$299K +$64K +77 +25%
CAAS
710
Capital Asset Advisory Services
Michigan
$298K -$200K -241 -39%
Lido Advisors
711
Lido Advisors
California
$297K +$24.1K +29 +8%
PVH
712
Psagot Value Holdings
Israel
$295K -$86.4K -104 -22%
EW
713
Evoke Wealth
California
$293K +$19.1K +23 +7%
CQS
714
Credential Qtrade Securities
$292K +$11.6K +14 +4%
BCA
715
Berman Capital Advisors
Georgia
$289K +$71.4K +86 +31%
NIMI
716
Natixis Investment Managers International
France
$281K -$64.8K -78 -18%
BWP
717
BSW Wealth Partners
Colorado
$281K +$296K +356 New
HFM
718
Harvest Fund Management
China
$281K +$296K +356 New
FAFN
719
First Affirmative Financial Network
Colorado
$280K +$294K +354 New
LWP
720
Legacy Wealth Planning
Nevada
$277K
NJBEST
721
New Jersey Better Educational Savings Trust
New Jersey
$277K
NFG
722
Next Financial Group
Texas
$274K +$60.6K +73 +27%
PCA
723
Pallas Capital Advisors
Massachusetts
$271K -$27.4K -33 -9%
AWA
724
Arkadios Wealth Advisors
Georgia
$271K +$39.9K +48 +16%
PCS
725
Personal CFO Solutions
New Jersey
$270K -$57.3K -69 -17%