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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K – – –
PCA
403
Providence Capital Advisors
North Carolina
$10K – – –
GRP
404
Global Retirement Partners
California
$10K +$4.84K +30 +97%
FIA
405
FNY Investment Advisers
New York
$10K +$10.3K +64 New
OIA
406
OneDigital Investment Advisors
Kansas
$9K -$1.78K -11 -17%
PCP
407
Proficio Capital Partners
Massachusetts
$7K -$1.13K -7 -14%
GWM
408
Geneos Wealth Management
Colorado
$7K +$4.36K +27 +142%
FNC
409
First National Corp
Massachusetts
$7K +$7.27K +45 New
MSA
410
Marino Stram & Associates
Massachusetts
$6K +$5.49K +34 New
FHA
411
Flagship Harbor Advisors
Massachusetts
$5K -$16K -99 -75%
CHP
412
Cable Hill Partners
Oregon
$5K – – –
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
CA
414
Centerpoint Advisors
Massachusetts
$4K – – –
TL
415
TrueWealth LLC
Georgia
$4K – – –
AssetMark Inc
416
AssetMark Inc
California
$3K -$25K -155 -90%
EARNEST Partners
417
EARNEST Partners
Georgia
$3K – – –
LPWM
418
Lake Point Wealth Management
Texas
$3K +$3.23K +20 New
IFAM
419
Institutional & Family Asset Management
Colorado
$2K – – –
QI
420
QS Investors
New York
$2K – – –
AIA
421
Alera Investment Advisors
Illinois
$2K +$1.94K +12 New
RIM
422
Ranger Investment Management
Texas
$2K +$2.42K +15 New
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$1.95K – – –
RWM
424
Raffa Wealth Management
District of Columbia
$1.79K +$1.78K +11 New
SFSIG
425
San Francisco Sentry Investment Group
California
$1K – – –