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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
751
Legacy Wealth Planning
Nevada
$260K – – –
HPWM
752
Highland Private Wealth Management
Washington
$257K -$31.7K -44 -11%
AWA
753
Arete Wealth Advisors
Illinois
$257K +$250K +347 New
ACM
754
Aubrey Capital Management
United Kingdom
$256K +$245K +340 New
CQS
755
Credential Qtrade Securities
$255K +$18K +25 +8%
PP
756
PDS Planning
Ohio
$255K +$66.2K +92 +37%
EVM
757
Evelyn V. Moreno
$255K +$248K +344 New
WPC
758
Wedmont Private Capital
Pennsylvania
$254K +$239K +332 New
ECM
759
Evergreen Capital Management
Washington
$254K +$247K +343 New
CPIG
760
Chicago Partners Investment Group
Illinois
$253K -$112K -156 -28%
EWA
761
EverSource Wealth Advisors
Alabama
$252K +$171K +238 +233%
AIA
762
Alera Investment Advisors
Illinois
$252K +$244K +339 New
VC
763
Veracity Capital
Georgia
$251K – – –
TPCW
764
TD Private Client Wealth
New York
$248K +$13.7K +19 +6%
TCOV
765
Trust Company of Vermont
Vermont
$248K – – –
CBFP
766
Cedar Brook Financial Partners
Ohio
$248K +$9.36K +13 +4%
Qube Research & Technologies (QRT)
767
Qube Research & Technologies (QRT)
United Kingdom
$248K +$241K +335 New
PP
768
Peconic Partners
New York
$245K – – –
CFB
769
Cullen/Frost Bankers
Texas
$243K – – –
SWM
770
Spire Wealth Management
Virginia
$242K -$41K -57 -15%
BPFA
771
Barnes Pettey Financial Advisors
Mississippi
$240K – – –
PCMC
772
Paragon Capital Management (Colorado)
Colorado
$240K – – –
CWP
773
Concord Wealth Partners
Virginia
$238K +$5.04K +7 +2%
MA
774
MJP Associates
Connecticut
$238K +$24.5K +34 +12%
RCM
775
RB Capital Management
Nevada
$237K +$26.6K +37 +13%