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Equinix
EQIX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
976
Cooper Financial Group
California
$261K +$236K +266 New
MSFS
977
Main Street Financial Solutions
Pennsylvania
$261K +$236K +266 New
YWM
978
Yoder Wealth Management
California
$261K +$236K +266 New
CH
979
Cromwell Holdings
Wyoming
$261K +$10.7K +12 +5%
MFG
980
Mosaic Financial Group
Illinois
$260K – – –
NGA
981
Naples Global Advisors
Florida
$259K +$235K +264 New
VEM
982
Vann Equity Management
Texas
$258K +$235K +264 New
GD
983
Grandfield & Dodd
New York
$257K – – –
GAG
984
GM Advisory Group
New York
$256K +$232K +261 New
WCM
985
Winthrop Capital Management
Indiana
$255K +$72K +81 +45%
BAM
986
Burkett Asset Management
$255K -$120K -135 -34%
AWA
987
Arkadios Wealth Advisors
Georgia
$254K -$257K -289 -53%
CFA
988
Churchill Financial Advisors
Kentucky
$254K -$252K -283 -52%
PCS
989
Personal CFO Solutions
New Jersey
$254K +$230K +259 New
QFW
990
QTR Family Wealth
Florida
$251K +$211K +237 New
DWA
991
Douglass Winthrop Advisors
New York
$249K +$226K +254 New
CAM
992
Cidel Asset Management
Ontario, Canada
$248K +$225K +253 New
AIIMS
993
Analyst IMS Investment Management Services
Israel
$247K +$224K +252 New
MC
994
Muzinich & Co
New York
$246K +$98.7K +111 +79%
ZBNA
995
Zions Bancorporation, National Association
Utah
$243K -$5.27M -5,932 -96%
IFG
996
Independent Financial Group
California
$242K +$220K +247 New
CIA
997
Cape Investment Advisory
Georgia
$240K -$10.7K -12 -5%
GFP
998
Gryphon Financial Partners
Ohio
$240K +$218K +245 New
DWP
999
Daymark Wealth Partners
Ohio
$240K +$218K +245 New
SAG
1000
SageView Advisory Group
California
$239K +$19.6K +22 +10%
38 39
40
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