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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
776
Worth Financial Advisory Group
North Carolina
$492K -$200K -223 -27%
PPWM
777
Paragon Private Wealth Management
Kentucky
$489K -$139K -155 -21%
BAM
778
Belpointe Asset Management
Nevada
$488K +$259K +288 +93%
FCA
779
Fortis Capital Advisors
Kansas
$488K +$538K +599 New
FIM
780
Freedom Investment Management
Connecticut
$484K -$8.09K -9 -1%
PFC
781
Phocas Financial Corp
California
$479K -$10.8K -12 -2%
IAA
782
Independent Advisor Alliance
North Carolina
$478K -$28.8K -32 -5%
RIL
783
Rothschild Investment LLC
Illinois
$477K +$8.09K +9 +2%
CGL
784
Clarius Group LLC
Washington
$476K -$8.09K -9 -2%
PP
785
PDS Planning
Ohio
$475K +$41.3K +46 +9%
YIA
786
YHB Investment Advisors
Connecticut
$472K +$18K +20 +4%
LC
787
Lindbrook Capital
California
$467K +$18.9K +21 +4%
CWP
788
Capital Wealth Planning
Florida
$466K +$295K +328 +135%
ACM
789
Advisors Capital Management
New Jersey
$460K +$57.5K +64 +13%
WS
790
Wedbush Securities
California
$460K +$80K +89 +19%
SICM
791
Sustainable Insight Capital Management
New York
$460K
GCM
792
Graham Capital Management
Connecticut
$457K -$223K -248 -31%
CI
793
Conning Inc
Connecticut
$451K +$2.7K +3 +0.5%
FUBT
794
First United Bank & Trust
Maryland
$451K +$497K +553 New
FPCP
795
Fort Point Capital Partners
California
$448K -$8.09K -9 -2%
PPWP
796
Premier Path Wealth Partners
New Jersey
$446K -$25.2K -28 -5%
SAM
797
Sompo Asset Management
Japan
$440K -$18K -20 -4%
SCM
798
Shelton Capital Management
Colorado
$438K +$899 +1 +0.2%
MCWA
799
Meadow Creek Wealth Advisors
Georgia
$435K +$18K +20 +4%
ATC
800
Argent Trust Co
Tennessee
$435K