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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
WA
751
Waddell & Associates
Tennessee
$286K +$267K +365 New
EGM
752
Engineers Gate Manager
New York
$285K -$465K -635 -64%
CFP
753
Cypress Financial Planning
New Jersey
$285K – – –
SMA
754
Sage Mountain Advisors
Georgia
$283K +$3.66K +5 +1%
GRP
755
Global Retirement Partners
California
$280K +$15.4K +21 +6%
DWM
756
Drive Wealth Management
Utah
$279K +$27.8K +38 +12%
CFP
757
Catalyst Financial Partners
Massachusetts
$279K +$55.6K +76 +27%
GSEP
758
Golden State Equity Partners
California
$277K +$258K +353 New
TCWA
759
Ten Capital Wealth Advisors
Washington
$274K +$9.52K +13 +4%
WFI
760
West Family Investments
California
$274K – – –
CF
761
Centaurus Financial
California
$269K -$219K -299 -47%
CW
762
CreativeOne Wealth
Kansas
$266K -$3.66K -5 -1%
AC
763
Allstate Corporation
Illinois
$266K -$4.18M -5,704 -94%
PI
764
Putnam Investments
Massachusetts
$266K +$4.39K +6 +2%
MA
765
Mutual Advisors
Nebraska
$261K +$37.3K +51 +18%
CI
766
CX Institutional
Indiana
$261K +$244K +333 New
DCM
767
Driehaus Capital Management
Illinois
$261K +$244K +333 New
HCM
768
Howland Capital Management
Massachusetts
$260K – – –
VC
769
Veracity Capital
Georgia
$259K +$9.52K +13 +4%
NP
770
NorthRock Partners
Minnesota
$259K +$18.3K +25 +8%
FPCP
771
Fort Point Capital Partners
California
$257K -$6.23M -8,515 -96%
AA
772
Ancora Advisors
Ohio
$257K – – –
FM
773
Family Management
New York
$256K – – –
TPCW
774
TD Private Client Wealth
New York
$254K -$23.4K -32 -9%
CAM
775
Cypress Asset Management
Texas
$254K – – –