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Equinix
EQIX

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
901
J. Safra Asset Management
New York
$333K – – –
BFO
902
Boston Family Office
Massachusetts
$333K +$302K +340 New
RF
903
Roxbury Financial
New Jersey
$333K – – –
KA
904
Kearns & Associates
California
$331K -$41.8K -47 -12%
TCBWMS
905
Texas Capital Bank Wealth Management Services
Texas
$330K +$300K +337 New
SFC
906
SYM Financial Corp
Indiana
$329K +$299K +336 New
CTC
907
Cetera Trust Company
Minnesota
$328K -$40K -45 -12%
FMLI
908
Fukoku Mutual Life Insurance
Japan
$326K -$49.8K -56 -14%
CBB
909
Citizens Business Bank
California
$325K – – –
WMA
910
West Michigan Advisors
Michigan
$323K +$56.9K +64 +24%
NP
911
Nilsine Partners
Colorado
$323K +$263K +296 New
JWCA
912
J.W. Cole Advisors
Florida
$321K +$292K +328 New
CAM
913
Cypress Asset Management
Texas
$318K – – –
CFO
914
Cambient Family Office
Michigan
$317K +$287K +323 New
EP
915
Essential Partners
California
$315K +$208K +234 +269%
DE
916
Diversified Enterprises
Delaware
$314K +$34.7K +39 +14%
TWPM
917
Total Wealth Planning & Management
Florida
$314K +$284K +320 New
FB
918
Fulton Bank
Pennsylvania
$312K -$96K -108 -25%
CFM
919
Catalyst Funds Management
Australia
$310K +$281K +316 New
FC
920
Farringdon Capital
United Kingdom
$310K +$281K +316 New
CC
921
Chicago Capital
Illinois
$309K – – –
NWWA
922
New Wave Wealth Advisors
Arkansas
$308K +$279K +314 New
GSEP
923
Golden State Equity Partners
California
$307K +$278K +313 New
PI
924
PFG Investments
New York
$307K -$28.4K -32 -9%
QWM
925
Quadcap Wealth Management
Texas
$307K -$693K -779 -71%
35 36
37
38 39