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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$87K -$10K -62 -10%
MCM
352
Manchester Capital Management
Vermont
$83K +$85.8K +532 New
SF
353
Synovus Financial
Georgia
$81K -$5.16K -32 -6%
QCG
354
Quadrant Capital Group
Ohio
$77K +$50.9K +316 +177%
HCM
355
Hilton Capital Management
New York
$68K +$69.6K +432 New
FWM
356
Focused Wealth Management
New York
$67K -$64.5K -400 -48%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$63.8K -$20K -124 -23%
CTC
358
Central Trust Company
Missouri
$56K -$784K -4,863 -93%
OIA
359
Optimum Investment Advisors
Illinois
$55K
EWM
360
Executive Wealth Management
Michigan
$51K -$322 -2 -0.6%
FHA
361
First Horizon Advisors
Tennessee
$49K +$2.42K +15 +5%
MOACM
362
Mutual of America Capital Management
New York
$47K
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$47K +$8.38K +52 +56%
PCG
364
Private Capital Group
Connecticut
$45K
Parallax Volatility Advisers
365
Parallax Volatility Advisers
California
$43K -$135K -835 -75%
BBNA
366
Bremer Bank National Association
Minnesota
$41K +$39.3K +244 New
TAIM
367
TD Ameritrade Investment Management
Nebraska
$40K +$40.8K +253 New
HNB
368
Huntington National Bank
Ohio
$34K +$21.1K +131 +147%
MA
369
MUFG Americas
New York
$34K +$34.8K +216 New
PA
370
Parallel Advisors
California
$33K +$6.29K +39 +23%
TCM
371
Tradewinds Capital Management
Washington
$31K
SIAS
372
Shine Investment Advisory Services
Colorado
$28K +$14.7K +91 +101%
RBC
373
Roble Belko & Company
Pennsylvania
$22K
ASN
374
Advisory Services Network
Georgia
$20K +$3.71K +23 +23%
VFA
375
Valeo Financial Advisors
Indiana
$19K +$3.39K +21 +21%