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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
Moran Wealth Management
Florida
$216K +$28.8K +32 +14%
MFG
952
Mosaic Financial Group
Illinois
$216K -$41.3K -46 -15%
OIA
953
OneDigital Investment Advisors
Kansas
$215K +$8.99K +10 +4%
QWP
954
Quotient Wealth Partners
Texas
$214K -$5.39K -6 -2%
GD
955
Grandfield & Dodd
New York
$214K
LIM
956
Leavell Investment Management
Alabama
$214K +$37.8K +42 +19%
WCM
957
Winthrop Capital Management
Indiana
$212K +$13.5K +15 +6%
NGA
958
Naples Global Advisors
Florida
$212K
UB
959
UMB Bank
Missouri
$212K +$59.3K +66 +34%
CW
960
CreativeOne Wealth
Kansas
$211K -$7.19K -8 -3%
DIA
961
Davidson Investment Advisors
Montana
$210K -$44.9K -50 -16%
IWA
962
Icon Wealth Advisors
Texas
$210K -$899 -1 -0.4%
RPCONE
963
Retirement Planning Company of New England
Rhode Island
$208K +$229K +255 New
CA
964
Claro Advisors
Massachusetts
$207K -$15.3K -17 -6%
GWM
965
Gitterman Wealth Management
New Jersey
$206K +$10.8K +12 +5%
RA
966
RFG Advisory
Alabama
$206K -$73.7K -82 -24%
TPI
967
Trust Point Inc
Wisconsin
$205K -$108K -120 -32%
FCM
968
Fourpath Capital Management
Oklahoma
$204K -$1.8K -2 -0.8%
OL
969
OneFund LLC
Florida
$204K -$1.8K -2 -0.8%
CI
970
Corient IA
Florida
$204K +$225K +250 New
SMA
971
Seven Mile Advisory
New Jersey
$203K +$8.99K +10 +4%
HFP
972
Holistic Financial Partners
Indiana
$202K -$38.7K -43 -15%
EPIMS
973
Evelyn Partners Investment Management Services
$202K +$14.4K +16 +7%
AWM
974
AE Wealth Management
Kansas
$202K +$10.8K +12 +5%
IFG
975
Independent Financial Group
California
$202K -$899 -1 -0.4%