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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
HW
401
Hancock Whitney
Mississippi
$310K +$293K +1,086 New
CCM
402
Coldstream Capital Management
Washington
$307K +$45.7K +169 +19%
PAM
403
Panagora Asset Management
Massachusetts
$302K -$930K -3,440 -76%
HAG
404
HighPoint Advisor Group
Illinois
$301K -$18.4K -68 -5%
LCWP
405
Legacy Capital Wealth Partners
Arkansas
$300K +$11.3K +42 +4%
OIA
406
OneDigital Investment Advisors
Kansas
$299K +$5.95K +22 +2%
SCM
407
Sterling Capital Management
North Carolina
$292K -$35.4K -131 -11%
FFM
408
Forum Financial Management
Illinois
$282K +$268K +991 New
GT
409
Greenleaf Trust
Michigan
$282K +$9.19K +34 +4%
NA
410
NewEdge Advisors
Louisiana
$270K +$22.4K +83 +10%
CFO
411
Callan Family Office
Pennsylvania
$269K +$255K +945 New
Cambridge Investment Research Advisors
412
Cambridge Investment Research Advisors
Iowa
$269K -$57.3K -212 -18%
BAM
413
Belpointe Asset Management
Nevada
$267K +$269K +997 New
VI
414
Versor Investments
New York
$267K -$1.04M -3,863 -80%
HWM
415
HB Wealth Management
Georgia
$265K +$251K +928 New
DWT
416
Dorsey & Whitney Trust
South Dakota
$263K +$270 +1 +0.1%
GI
417
GAMMA Investing
California
$259K +$107K +395 +77%
CWP
418
Capital Wealth Planning
Florida
$258K -$146K -541 -37%
CWM
419
Challenger Wealth Management
California
$257K +$243K +900 New
SIA
420
Schechter Investment Advisors
Michigan
$256K +$4.32K +16 +2%
Robeco Institutional Asset Management
421
Robeco Institutional Asset Management
Netherlands
$255K -$8.11M -30,019 -97%
MGP
422
Metis Global Partners
California
$247K +$13K +48 +6%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$246K +$8.11K +30 +4%
CAM
424
Claret Asset Management
Quebec, Canada
$244K +$1.62K +6 +0.7%
KAS
425
Kestra Advisory Services
Texas
$241K +$20.5K +76 +10%