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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
WA
876
Wealth Alliance
New York
$491K -$97.4K -91 -16%
DWM
877
Diversify Wealth Management
Utah
$487K +$93.1K +87 +23%
DAS
878
Diversify Advisory Services
Utah
$487K +$498K +465 New
PFA
879
Pure Financial Advisors
California
$487K +$57.8K +54 +13%
OC
880
Oppenheimer & Co
New York
$487K -$5.1M -4,766 -91%
AC
881
AXQ Capital
New Jersey
$485K -$120K -112 -19%
CI
882
Conning Inc
Connecticut
$479K – – –
PCM
883
Polymer Capital Management
New York
$479K +$492K +460 New
CFG
884
Cooper Financial Group
California
$475K +$203K +190 +71%
IWA
885
Icon Wealth Advisors
Texas
$472K +$485K +453 New
SW
886
Simplicity Wealth
New Jersey
$471K +$11.8K +11 +2%
FWM
887
Fingerlakes Wealth Management
New York
$469K +$7.49K +7 +2%
PFG
888
Prosperity Financial Group
California
$466K +$21.4K +20 +5%
OMC
889
Overbrook Management Corp
New York
$465K – – –
NG
890
Norden Group
Utah
$461K -$28.9K -27 -6%
EP
891
Essential Partners
California
$461K +$130K +121 +38%
MWM
892
Maridea Wealth Management
New York
$460K -$88.8K -83 -16%
CLOS
893
Compagnie Lombard Odier SCmA
Switzerland
$460K – – –
CSPIA
894
Cary Street Partners Investment Advisory
Virginia
$458K +$12.8K +12 +3%
SIM
895
Stratos Investment Management
Ohio
$457K -$13.9K -13 -3%
SG
896
StoneX Group
New York
$454K +$168K +157 +57%
VA
897
VestGen Advisors
Illinois
$451K +$66.4K +62 +17%
CI
898
Chartist Inc
California
$451K -$7.49K -7 -2%
MWA
899
Meridian Wealth Advisors
Texas
$448K +$1.07K +1 +0.2%
BAAM
900
Baker Avenue Asset Management
California
$448K +$156K +146 +51%