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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
AE Wealth Management
Kansas
$294K -$64.2K -104 -19%
PSP
702
Principal Street Partners
Tennessee
$291K -$19.1K -31 -7%
BWP
703
BSW Wealth Partners
Colorado
$289K -$72.3K -117 -21%
DBRC
704
D.B. Root & Company
Pennsylvania
$288K -$19.8K -32 -7%
TIMH
705
Tilt Investment Management Holdings
New York
$286K +$270K +437 New
SG
706
Stonnington Group
California
$286K -$24.7K -40 -9%
MCCP
707
Mission Creek Capital Partners
California
$281K -$13K -21 -5%
PA
708
Prossimo Advisors
California
$280K +$264K +428 New
TPCW
709
TD Private Client Wealth
New York
$277K +$21K +34 +9%
WDA
710
Wendell David Associates
New Hampshire
$277K -$22.2K -36 -8%
AC
711
Avestar Capital
New York
$273K -$17.3K -28 -6%
FA
712
FDx Advisors
Illinois
$273K -$38.3K -62 -13%
RWM
713
Ritholtz Wealth Management
New York
$271K -$159K -258 -38%
BAM
714
Belpointe Asset Management
Nevada
$269K -$162K -262 -39%
EWA
715
EverSource Wealth Advisors
Alabama
$266K -$14.2K -23 -5%
HFM
716
Harvest Fund Management
China
$264K +$42.6K +69 +20%
PPWM
717
PFG Private Wealth Management
Florida
$264K +$249K +403 New
SWM
718
SeaCrest Wealth Management
New York
$264K -$3.09K -5 -1%
BFEC
719
Benjamin F. Edwards & Company
Missouri
$262K +$15.4K +25 +7%
FAIM
720
Financial Advocates Investment Management
Washington
$260K +$14.8K +24 +6%
FM
721
Family Management
New York
$257K – – –
BWA
722
BDO Wealth Advisors
Florida
$255K – – –
KA
723
Kearns & Associates
California
$252K +$238K +385 New
LC
724
Lindbrook Capital
California
$252K +$24.1K +39 +11%
Brown Advisory
725
Brown Advisory
Maryland
$250K +$236K +382 New