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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Raffa Wealth Management
District of Columbia
$2.43K
TWA
402
TCI Wealth Advisors
Arizona
$2.23K +$479 +3 +38%
AF
403
Advisornet Financial
Minnesota
$2.03K +$1.6K +10 New
BWM
404
Baystate Wealth Management
Massachusetts
$2K
BWM
405
BerganKDV Wealth Management
Minnesota
$1.82K -$1.28K -8 -47%
MA
406
Montag & Associates
Georgia
$1.82K +$1.44K +9 New
HNB
407
Huntington National Bank
Ohio
$1.62K +$479 +3 +60%
CPG
408
Cornerstone Planning Group
New Jersey
$1.34K +$958 +6 New
CYG
409
Clean Yield Group
Vermont
$1.22K
MCM
410
Manchester Capital Management
Vermont
$1.22K
SIC
411
SJS Investment Consulting
Ohio
$1.22K +$160 +1 +20%
HCP
412
Hexagon Capital Partners
Arkansas
$1.22K +$958 +6 New
RBC
413
Romano Brothers & Co
Illinois
$1.22K +$958 +6 New
LSA
414
Leonteq Securities AG
Switzerland
$1.01K -$40.4K -253 -98%
FWA
415
Freedom Wealth Alliance
Wisconsin
$1.01K +$798 +5 New
Lazard Asset Management
416
Lazard Asset Management
New York
$1K -$55.4K -347 -98%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$1K -$12.5K -78 -95%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$1K +$798 +5 New
LFA
419
Level Financial Advisors
New York
$1K +$958 +6 New
GWS
420
Glassman Wealth Services
Virginia
$811 -$1.44K -9 -69%
MPCL
421
My Personal CFO LLC
Washington
$811 +$639 +4 New
AA
422
Addison Advisors
Vermont
$608 -$479 -3 -50%
VCM
423
Versant Capital Management
Arizona
$406
BAAM
424
Baker Avenue Asset Management
California
$406 +$319 +2 New
TAM
425
Tucker Asset Management
Colorado
$206