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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
426
American National Bank & Trust
Texas
$47K +$40.3K +196 New
MG
427
Mather Group
Illinois
$46.2K -$1.85K -9 -4%
CWP
428
Concord Wealth Partners
Virginia
$45.1K
BTI
429
Blue Trust Inc
Georgia
$43.4K +$33.1K +161 +619%
PS
430
Principal Securities
Iowa
$42.7K +$2.47K +12 +7%
RA
431
Rise Advisors
New York
$41.3K
OP
432
ORG Partners
Indiana
$37.7K +$33.3K +162 New
Loomis, Sayles & Company
433
Loomis, Sayles & Company
Massachusetts
$37K +$31.9K +155 New
RBC
434
Roble Belko & Company
Pennsylvania
$34K
PFPT
435
Pinnacle Financial Partners (Tennessee)
Tennessee
$33.7K
SWM
436
Spire Wealth Management
Virginia
$32.9K +$206 +1 +0.7%
PTC
437
Private Trust Company
Ohio
$32.2K +$18.1K +88 +191%
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$29K -$1.65K -8 -6%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$28.1K +$8.23K +40 +52%
GBT
440
Grove Bank & Trust
Florida
$26.4K
CA
441
Crewe Advisors
Utah
$25K +$21.4K +104 New
RTC
442
Riverview Trust Company
Washington
$24.7K
IC
443
Innealta Capital
Texas
$24.5K +$21K +102 New
HCM
444
Hollencrest Capital Management
California
$24K +$20.6K +100 New
LS
445
Livforsakringsbolaget Skandia
Sweden
$24K
CAS
446
Coppell Advisory Solutions
Texas
$22.6K +$19.3K +94 New
EWA
447
EverSource Wealth Advisors
Alabama
$22.4K +$206 +1 +1%
HNB
448
Huntington National Bank
Ohio
$22.3K -$20.8K -101 -52%
VWM
449
Venturi Wealth Management
Texas
$22.3K -$2.88K -14 -13%
GRP
450
Global Retirement Partners
California
$22.3K -$1.03K -5 -5%