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Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
QC
1051
Quent Capital
New York
$252K +$12.8K +12 +5%
BAM
1052
Burkett Asset Management
$252K -$19.3K -18 -7%
RZH
1053
Relyea Zuckerberg Hanson
Connecticut
$250K +$10.7K +10 +4%
EWM
1054
Empirical Wealth Management
Washington
$250K +$26.8K +25 +12%
PCM
1055
Parsons Capital Management
Rhode Island
$248K +$255K +238 New
I
1056
INVST
Indiana
$246K – – –
TBA
1057
Tower Bridge Advisors
Pennsylvania
$245K – – –
1WM
1058
1900 Wealth Management
Texas
$245K +$252K +235 New
TWPM
1059
Total Wealth Planning & Management
Florida
$243K -$93.1K -87 -27%
OIA
1060
OneDigital Investment Advisors
Kansas
$242K -$7.49K -7 -3%
GWM
1061
GDS Wealth Management
Texas
$242K -$41.7K -39 -14%
AFGAS
1062
Allegiance Financial Group Advisory Services
Virginia
$241K +$247K +231 New
FWA
1063
FSM Wealth Advisors
Ohio
$240K +$16.1K +15 +7%
II
1064
Impact Investors
California
$240K -$68.5K -64 -22%
WC
1065
Waterloo Capital
Texas
$240K -$49.2K -46 -17%
C
1066
Certuity
Florida
$239K +$246K +230 New
TWM
1067
TRB Wealth Management
Texas
$237K – – –
TWP
1068
Triad Wealth Partners
Kansas
$236K +$245K +229 New
NCTC
1069
New Covenant Trust Company
Indiana
$236K +$18.2K +17 +8%
HCC
1070
Hirtle Callaghan & Co
Pennsylvania
$233K – – –
BAM
1071
Belpointe Asset Management
Nevada
$233K +$17.1K +16 +8%
DIA
1072
Davidson Investment Advisors
Montana
$232K – – –
PA
1073
Procyon Advisors
Connecticut
$232K +$3.21K +3 +1%
AWC
1074
Abundance Wealth Counselors
Pennsylvania
$232K +$239K +223 New
WHG
1075
Westwood Holdings Group
Texas
$230K -$237K -221 -50%