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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
926
West Michigan Advisors
Michigan
$382K +$39.6K +37 +11%
AU
927
AlphaGrep UK
$382K -$66.4K -62 -14%
CAMG
928
CWA Asset Management Group
Florida
$378K +$15K +14 +4%
QFW
929
QTR Family Wealth
Florida
$377K +$133K +124 +52%
RCA
930
Resonant Capital Advisors
Wisconsin
$376K +$8.56K +8 +2%
HIP
931
HUB Investment Partners
Texas
$375K +$385K +360 New
PCS
932
Personal CFO Solutions
New Jersey
$375K +$107K +100 +39%
SWM
933
SeaCrest Wealth Management
New York
$371K -$11.8K -11 -3%
SWM
934
Segment Wealth Management
Texas
$371K -$4.28K -4 -1%
TWA
935
Tulsa Wealth Advisors
Oklahoma
$370K +$380K +355 New
NRC
936
New Republic Capital
North Carolina
$370K +$63.2K +59 +20%
BFO
937
Boston Family Office
Massachusetts
$369K +$15K +14 +4%
RPCONE
938
Retirement Planning Company of New England
Rhode Island
$369K -$49.2K -46 -12%
DC
939
Davenport & Co
Virginia
$368K +$2.14K +2 +0.6%
IUHSA
940
Itau Unibanco Holding S.A.
Brazil
$368K +$254K +237 +204%
TDB
941
Thompson David Blair
$366K +$376K +351 New
TCBWMS
942
Texas Capital Bank Wealth Management Services
Texas
$361K +$9.63K +9 +3%
WANY
943
Wealthspire Advisors (New York)
New York
$360K +$370K +346 New
SIA
944
SGL Investment Advisors
Montana
$360K +$369K +345 New
RA
945
Riversedge Advisors
Delaware
$360K +$123K +115 +50%
AA
946
Ancora Advisors
Ohio
$358K -$37.5K -35 -9%
RF
947
Roxbury Financial
New Jersey
$354K +$1.07K +1 +0.3%
JSAM
948
J. Safra Asset Management
New York
$354K
WAM
949
Wolverine Asset Management
Illinois
$354K
IC
950
Inscription Capital
Texas
$353K +$363K +339 New