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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
701
Transatlantique Private Wealth
New York
$589K +$9.21K +12 +2%
RC
702
Roundview Capital
New Jersey
$588K +$560K +730 New
GWM
703
Geneos Wealth Management
Colorado
$585K +$358K +466 +179%
PIA
704
Pinion Investment Advisors
Kansas
$581K -$42.2K -55 -7%
GFP
705
Gryphon Financial Partners
Ohio
$581K +$563K +733 New
LSAG
706
Lake Street Advisors Group
New Hampshire
$573K +$546K +711 New
SAM
707
Sompo Asset Management
Japan
$572K -$46.1K -60 -8%
LSA
708
Leonteq Securities AG
Switzerland
$567K -$201K -262 -27%
Marshall Wace
709
Marshall Wace
United Kingdom
$564K +$537K +700 New
DWT
710
Dorsey & Whitney Trust
South Dakota
$560K -$178K -232 -25%
AAS
711
Avantax Advisory Services
Texas
$559K -$11.5K -15 -2%
GIA
712
Gateway Investment Advisers
Ohio
$557K -$13.8K -18 -3%
Verition Fund Management
713
Verition Fund Management
Connecticut
$557K -$40.7K -53 -7%
BS
714
Banco Santander
Spain
$552K -$16.1K -21 -3%
Holocene Advisors
715
Holocene Advisors
New York
$551K +$525K +684 New
MW
716
Marcum Wealth
Ohio
$549K +$15.4K +20 +3%
JF
717
JSF Financial
California
$547K +$521K +679 New
CIM
718
Contravisory Investment Management
Massachusetts
$544K +$768 +1 +0.1%
DADC
719
D.A. Davidson & Co
Montana
$540K – – –
PPWP
720
Premier Path Wealth Partners
New Jersey
$538K +$513K +668 New
CBFP
721
Cedar Brook Financial Partners
Ohio
$536K +$38.4K +50 +8%
IIM
722
INTECH Investment Management
Florida
$524K – – –
HIA
723
Harbor Investment Advisory
Maryland
$515K +$114K +149 +30%
CP
724
Covenant Partners
Tennessee
$514K – – –
FFS
725
Founders Financial Securities
Maryland
$512K +$29.2K +38 +6%