We are live on ! Find out more
BURL icon

Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$4K – – –
FWM
402
Focused Wealth Management
New York
$4K – – –
TL
403
TrueWealth LLC
Georgia
$4K – – –
OPS
404
Orion Portfolio Solutions
Nebraska
$4K +$421 +2 +8%
BWM
405
BerganKDV Wealth Management
Minnesota
$4K +$632 +3 +13%
PWMG
406
Prestige Wealth Management Group
New Jersey
$4K +$2.53K +12 +100%
GFPC
407
Global Financial Private Client
Florida
$3.21K – – –
LC
408
Lindbrook Capital
California
$3K -$3.58K -17 -47%
EFSCE
409
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.68K -8 -27%
VCM
410
Versant Capital Management
Arizona
$3K -$1.05K -5 -19%
CA
411
Centerpoint Advisors
Massachusetts
$3K – – –
EARNEST Partners
412
EARNEST Partners
Georgia
$3K – – –
AII
413
AGF Investments Inc
Ontario, Canada
$3K +$3.37K +16 New
KFI
414
Key Financial Inc
Pennsylvania
$3K +$3.58K +17 New
SNT
415
Security National Trust
West Virginia
$3K +$4K +19 New
ABC
416
Associated Banc-Corp
Wisconsin
$3K +$4.21K +20 New
LWA
417
Lenox Wealth Advisors
New York
$3K +$4.21K +20 New
AIC
418
Ameritas Investment Company
Nebraska
$3K +$4.63K +22 New
AT
419
Arden Trust
Delaware
$3K +$4.63K +22 New
RWM
420
Raffa Wealth Management
District of Columbia
$2.22K +$632 +3 +27%
SCA
421
Stonebridge Capital Advisors
Minnesota
$2K -$2.32K -11 -42%
HWM
422
HighMark Wealth Management
Minnesota
$2K -$1.05K -5 -22%
RIM
423
Ranger Investment Management
Texas
$2K -$1.05K -5 -25%
AssetMark Inc
424
AssetMark Inc
California
$2K – – –
TSW
425
Thompson Siegel & Walmsley
Virginia
$2K – – –