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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
CX Institutional
Indiana
$6K
FHA
402
Flagship Harbor Advisors
Massachusetts
$6K
OPS
403
Orion Portfolio Solutions
Nebraska
$6K +$565 +3 +11%
BWM
404
BerganKDV Wealth Management
Minnesota
$5K -$188 -1 -4%
FWM
405
Focused Wealth Management
New York
$5K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$5K
TL
407
TrueWealth LLC
Georgia
$5K
HWM
408
HighMark Wealth Management
Minnesota
$5K +$1.13K +6 +33%
GFPC
409
Global Financial Private Client
Florida
$4.31K
CTC
410
Central Trust Company
Missouri
$4K -$5.65K -30 -58%
EARNEST Partners
411
EARNEST Partners
Georgia
$4K
BGIM
412
Brandywine Global Investment Management
Pennsylvania
$4K +$3.01K +16 New
MAM
413
Meeder Asset Management
Ohio
$3K -$709K -3,762 -100%
CFA
414
Carroll Financial Associates
North Carolina
$3K -$2.83K -15 -44%
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$565 -3 -14%
VCM
416
Versant Capital Management
Arizona
$3K -$565 -3 -14%
JCM
417
Jacobi Capital Management
Pennsylvania
$3K
RIM
418
Ranger Investment Management
Texas
$3K
SCA
419
Stonebridge Capital Advisors
Minnesota
$3K
AII
420
AGF Investments Inc
Ontario, Canada
$3K +$188 +1 +6%
PMFA
421
Plante Moran Financial Advisors
Michigan
$3K +$2.83K +15 New
FWM
422
Filbrandt Wealth Management
Wisconsin
$3K +$3.01K +16 New
RWM
423
Raffa Wealth Management
District of Columbia
$2.76K
ETC
424
Exchange Traded Concepts
Oklahoma
$2K -$278K -1,478 -99%
GT
425
Glenmede Trust
Pennsylvania
$2K -$197K -1,046 -99%