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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Berman Capital Advisors
Georgia
$7K +$7.25K +45 New
HGWM
402
Harvest Group Wealth Management
Massachusetts
$7K +$7.42K +46 New
MSA
403
Marino Stram & Associates
Massachusetts
$6K +$322 +2 +6%
LWA
404
Lenox Wealth Advisors
New York
$6K +$5.96K +37 New
SSB
405
Sandy Spring Bank
Maryland
$6K +$6.61K +41 New
EFSCE
406
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
FHA
407
Flagship Harbor Advisors
Massachusetts
$5K – – –
BGIM
408
Brandywine Global Investment Management
Pennsylvania
$5K +$4.84K +30 New
VCM
409
Versant Capital Management
Arizona
$5K +$5.64K +35 New
TL
410
TrueWealth LLC
Georgia
$4K – – –
PFO
411
Pathstone Family Office
New Jersey
$4K +$3.71K +23 New
JCM
412
Julex Capital Management
Massachusetts
$3.92K +$4.03K +25 New
IA
413
IFP Advisors
Florida
$3K -$21K -130 -88%
CHP
414
Cable Hill Partners
Oregon
$3K -$1.45K -9 -30%
CA
415
Centerpoint Advisors
Massachusetts
$3K – – –
EARNEST Partners
416
EARNEST Partners
Georgia
$3K – – –
LPWM
417
Lake Point Wealth Management
Texas
$3K – – –
RIM
418
Ranger Investment Management
Texas
$3K +$322 +2 +13%
AIA
419
Alera Investment Advisors
Illinois
$3K +$1.45K +9 +75%
AIC
420
Ameritas Investment Company
Nebraska
$3K +$2.58K +16 New
MIM
421
Macroview Investment Management
Maryland
$3K +$2.9K +18 New
CBOA
422
Commonwealth Bank of Australia
Australia
$3K +$3.22K +20 New
First Manhattan
423
First Manhattan
New York
$3K +$3.71K +23 New
WEC
424
Winslow Evans & Crocker
Massachusetts
$2K +$1.29K +8 New
RWM
425
Raffa Wealth Management
District of Columbia
$1.72K – – –