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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$2.23K +$479 +3 +38%
AF
402
Advisornet Financial
Minnesota
$2.03K +$1.6K +10 New
BWM
403
Baystate Wealth Management
Massachusetts
$2K – – –
BWM
404
BerganKDV Wealth Management
Minnesota
$1.82K -$1.28K -8 -47%
MA
405
Montag & Associates
Georgia
$1.82K +$1.44K +9 New
HNB
406
Huntington National Bank
Ohio
$1.62K +$479 +3 +60%
CPG
407
Cornerstone Planning Group
New Jersey
$1.34K +$958 +6 New
CYG
408
Clean Yield Group
Vermont
$1.22K – – –
MCM
409
Manchester Capital Management
Vermont
$1.22K – – –
SIC
410
SJS Investment Consulting
Ohio
$1.22K +$160 +1 +20%
HCP
411
Hexagon Capital Partners
Arkansas
$1.22K +$958 +6 New
RBC
412
Romano Brothers & Co
Illinois
$1.22K +$958 +6 New
LSA
413
Leonteq Securities AG
Switzerland
$1.01K -$40.4K -253 -98%
FWA
414
Freedom Wealth Alliance
Wisconsin
$1.01K +$798 +5 New
Lazard Asset Management
415
Lazard Asset Management
New York
$1K -$55.4K -347 -98%
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$1K -$12.5K -78 -95%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$1K +$798 +5 New
LFA
418
Level Financial Advisors
New York
$1K +$958 +6 New
GWS
419
Glassman Wealth Services
Virginia
$811 -$1.44K -9 -69%
MPCL
420
My Personal CFO LLC
Washington
$811 +$639 +4 New
AA
421
Addison Advisors
Vermont
$608 -$479 -3 -50%
VCM
422
Versant Capital Management
Arizona
$406 – – –
BAAM
423
Baker Avenue Asset Management
California
$406 +$319 +2 New
TAM
424
Tucker Asset Management
Colorado
$206 – – –
SIS
425
Sound Income Strategies
Florida
$203 – – –