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Equinix
EQIX

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
801
Bank of Marin
California
$366K +$349K +454 New
EWA
802
EverSource Wealth Advisors
Alabama
$365K -$26.9K -35 -7%
PSP
803
Principal Street Partners
Tennessee
$360K +$7.68K +10 +2%
MM
804
MQS Management
New York
$359K -$163K -212 -32%
AA
805
Ancora Advisors
Ohio
$358K +$57.6K +75 +20%
FWP
806
Falcon Wealth Planning
California
$357K +$340K +443 New
CLOS
807
Compagnie Lombard Odier SCmA
Switzerland
$355K – – –
ATC
808
Argent Trust Co
Tennessee
$354K – – –
HFM
809
Harvest Fund Management
China
$353K – – –
SFS
810
Stiles Financial Services
Minnesota
$352K +$2.3K +3 +0.7%
AWM
811
AE Wealth Management
Kansas
$348K -$15.4K -20 -4%
CFP
812
Catalyst Financial Partners
Massachusetts
$348K +$4.61K +6 +1%
MCCP
813
Mission Creek Capital Partners
California
$346K – – –
PS
814
Principal Securities
Iowa
$344K +$328K +427 New
GWMR
815
GC Wealth Management RIA
Massachusetts
$341K +$326K +424 New
GDP
816
Great Diamond Partners
Maine
$341K +$326K +424 New
IWC
817
Integrated Wealth Concepts
Massachusetts
$339K -$79.1K -103 -20%
CCP
818
Carmel Capital Partners
California
$339K +$43.8K +57 +16%
CTC
819
Cetera Trust Company
Minnesota
$334K +$319K +415 New
RCM
820
Riverpark Capital Management
New York
$331K – – –
CCA
821
Childress Capital Advisors
Texas
$331K +$13.1K +17 +4%
AIA
822
Alera Investment Advisors
Illinois
$329K +$26.9K +35 +9%
DWM
823
Drive Wealth Management
Utah
$327K +$20.7K +27 +7%
SIC
824
Schwartz Investment Counsel
Michigan
$326K -$56M -72,975 -99%
HI
825
Harper Investing
California
$325K +$1.54K +2 +0.5%
31 32
33
34 35