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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$83K +$43.6K +207 +65%
SMFS
352
Squar Milner Financial Services
California
$80K +$22.5K +107 +26%
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K +$105K +500 New
JIR
354
James Investment Research
Ohio
$58K – – –
FANJ
355
Financial Architects (New Jersey)
New Jersey
$55K – – –
PCG
356
Private Capital Group
Connecticut
$53K – – –
SFS
357
Sowell Financial Services
Arkansas
$51K -$2.1K -10 -3%
BCA
358
Berman Capital Advisors
Georgia
$49K +$5.05K +24 +8%
MOACM
359
Mutual of America Capital Management
New York
$48K – – –
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SPIA
361
Steward Partners Investment Advisory
New York
$46K +$8K +38 +15%
S
362
SignatureFD
Georgia
$36K +$25.3K +120 +113%
ASN
363
Advisory Services Network
Georgia
$34K -$13.3K -63 -23%
CCA
364
Column Capital Advisors
Indiana
$34K +$45.1K +214 New
CIA
365
CSat Investment Advisory
Michigan
$33K +$7.37K +35 +20%
TRCT
366
Tower Research Capital (TRC)
New York
$30K +$39.6K +188 New
EI
367
Ellevest Inc
New York
$26K +$5.68K +27 +19%
OIA
368
Optimum Investment Advisors
Illinois
$24K -$42.1K -200 -57%
Federated Hermes
369
Federated Hermes
Pennsylvania
$23K -$18.5M -87,683 -100%
RBC
370
Roble Belko & Company
Pennsylvania
$23K – – –
SIAS
371
Shine Investment Advisory Services
Colorado
$19K -$8.63K -41 -25%
SIC
372
Salem Investment Counselors
North Carolina
$19K – – –
CFG
373
Citizens Financial Group
Rhode Island
$18K -$6.95K -33 -22%
VFA
374
Valeo Financial Advisors
Indiana
$17K -$6.32K -30 -24%
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K -$50.7K -241 -69%