We are live on ! Find out more
EQIX icon

Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
901
SageView Advisory Group
California
$442K +$193K +180 +74%
AFW
902
Avantra Family Wealth
Pennsylvania
$442K +$454K +424 New
SWM
903
SHP Wealth Management
Massachusetts
$439K +$371K +347 +469%
CIC
904
Crawford Investment Counsel
Georgia
$438K – – –
TPCW
905
TD Private Client Wealth
New York
$436K +$39.6K +37 +10%
SI
906
Severin Investments
Missouri
$432K +$37.5K +35 +9%
KSWWM
907
Keyes Stange & Wooten Wealth Management
Florida
$432K +$443K +414 New
OAM
908
Ostrum Asset Management
France
$428K – – –
SFC
909
SYM Financial Corp
Indiana
$427K +$79.2K +74 +22%
PCP
910
Proficio Capital Partners
Massachusetts
$425K +$437K +408 New
SP
911
SmartHarvest Portfolios
Washington
$423K +$10.7K +10 +3%
PFBT
912
Parkside Financial Bank & Trust
Missouri
$423K +$23.6K +22 +6%
SBFM
913
S-Bank Fund Management
Finland
$422K -$7.38M -6,898 -94%
AA
914
Alta Advisers
United Kingdom
$415K – – –
PAM
915
Paradigm Asset Management
New York
$414K -$107K -100 -20%
SC
916
Scotia Capital
Ontario, Canada
$412K +$1.07K +1 +0.3%
DE
917
Diversified Enterprises
Delaware
$412K +$80.3K +75 +23%
TPI
918
Trust Point Inc
Wisconsin
$408K +$35.3K +33 +9%
NC
919
NovaPoint Capital
Georgia
$408K +$419K +391 New
MAWA
920
Moss Adams Wealth Advisors
Washington
$405K +$10.7K +10 +3%
CFA
921
Collaborative Fund Advisors
Nevada
$402K -$176K -164 -30%
KFAS
922
Keating Financial Advisory Services
Kansas
$402K +$3.21K +3 +0.8%
WB
923
WesBanco Bank
West Virginia
$397K +$98.5K +92 +32%
PFC
924
Phocas Financial Corp
California
$396K -$38.5K -36 -9%
PPWM
925
Paragon Private Wealth Management
Kentucky
$395K – – –