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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
Lindbrook Capital
California
$10K +$668 +3 +8%
BWM
402
BerganKDV Wealth Management
Minnesota
$10K +$2.9K +13 +52%
CI
403
CX Institutional
Indiana
$9K +$1.34K +6 +21%
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$9K +$7.58K +34 New
CWA
405
Clearview Wealth Advisors
Oregon
$8K +$6.68K +30 New
ASN
406
Advisory Services Network
Georgia
$7K -$25.4K -114 -81%
FWM
407
Focused Wealth Management
New York
$7K – – –
AWG
408
Altus Wealth Group
Colorado
$7K +$5.79K +26 New
SBL
409
Sargent Bickham Lagudis
Colorado
$7K +$6.01K +27 New
CA
410
Centerpoint Advisors
Massachusetts
$6K – – –
CTC
411
Central Trust Company
Missouri
$6K – – –
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$668 +3 +16%
AA
413
Ancora Advisors
Ohio
$6K +$5.12K +23 New
SIAG
414
Safeguard Investment Advisory Group
California
$6K +$5.79K +26 New
GFPC
415
Global Financial Private Client
Florida
$5.75K – – –
HWM
416
HighMark Wealth Management
Minnesota
$5K -$1.11K -5 -21%
AssetMark Inc
417
AssetMark Inc
California
$5K -$668 -3 -13%
EARNEST Partners
418
EARNEST Partners
Georgia
$5K – – –
ST
419
Smithfield Trust
Pennsylvania
$5K – – –
KFI
420
Key Financial Inc
Pennsylvania
$5K +$4.68K +21 New
FCH
421
Freestone Capital Holdings
Washington
$4.71K – – –
PMFA
422
Plante Moran Financial Advisors
Michigan
$4K – – –
VCM
423
Versant Capital Management
Arizona
$4K – – –
Jones Financial Companies
424
Jones Financial Companies
Missouri
$4K +$3.12K +14 New
SFP
425
Sterling Financial Planning
New Jersey
$4K +$3.12K +14 New