We are live on ! Find out more
EQIX icon

Equinix
EQIX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
851
Morningstar Investment Services
Illinois
$275K +$260K +338 New
PI
852
Putnam Investments
Massachusetts
$273K – – –
IAA
853
Independent Advisor Alliance
North Carolina
$273K -$10.7K -14 -4%
AWM
854
Axxcess Wealth Management
California
$270K +$257K +335 New
CI
855
CX Institutional
Indiana
$268K -$1.54K -2 -0.6%
VC
856
Veracity Capital
Georgia
$267K +$15.4K +20 +6%
MA
857
Mutual Advisors
Nebraska
$265K -$18.4K -24 -7%
GA
858
Geller Advisors
New York
$264K +$768 +1 +0.3%
RG
859
Renaissance Group
Kentucky
$264K – – –
DC
860
Davenport & Co
Virginia
$264K +$16.1K +21 +7%
IFG
861
Independent Financial Group
California
$263K +$250K +326 New
FPCP
862
Fort Point Capital Partners
California
$262K +$1.54K +2 +0.6%
CAM
863
Cypress Asset Management
Texas
$261K – – –
PCMC
864
Paragon Capital Management (Colorado)
Colorado
$260K – – –
ITC
865
Inspire Trust Company
Nevada
$256K +$244K +318 New
TPI
866
Trust Point Inc
Wisconsin
$255K +$243K +316 New
SGI
867
Summit Global Investments
Utah
$254K +$30.7K +40 +14%
9WM
868
9258 Wealth Management
Ohio
$254K +$768 +1 +0.3%
KI
869
Kapitalo Investimentos
Brazil
$254K +$242K +315 New
LFA
870
Legacy Financial Advisors
Kentucky
$252K +$8.45K +11 +4%
VCM
871
Virtue Capital Management
Tennessee
$250K -$245K -319 Closed
PFBT
872
Parkside Financial Bank & Trust
Missouri
$250K +$19.2K +25 +9%
P
873
Pitcairn
Pennsylvania
$244K -$3.07K -4 -1%
LAM
874
L2 Asset Management
Massachusetts
$243K +$232K +302 New
RFA
875
Resurgent Financial Advisors
Georgia
$242K +$21.5K +28 +10%
33 34
35
36 37