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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
451
Jones Financial Companies
Missouri
$5K +$1.09K +4 +29%
CA
452
Clearstead Advisors
Ohio
$5K +$4.89K +18 New
HPC
453
HM Payson & Co
Maine
$4K – – –
SFP
454
Sterling Financial Planning
New Jersey
$4K – – –
MWP
455
Meridian Wealth Partners
Pennsylvania
$4K +$3.8K +14 New
HWM
456
HighMark Wealth Management
Minnesota
$3K -$2.17K -8 -42%
TAIM
457
TD Ameritrade Investment Management
Nebraska
$3K – – –
RIM
458
Ranger Investment Management
Texas
$3K +$2.17K +8 +267%
TWA
459
TCI Wealth Advisors
Arizona
$3K +$2.17K +8 +267%
BWM
460
Baystate Wealth Management
Massachusetts
$3K +$2.72K +10 New
GWS
461
Glassman Wealth Services
Virginia
$2K – – –
APWA
462
Atlas Private Wealth Advisors
New Jersey
$2K +$815 +3 +60%
AWA
463
Arkadios Wealth Advisors
Georgia
$2K +$1.9K +7 New
ED
464
Exane Derivatives
France
$1.2K – – –
PWMG
465
Prestige Wealth Management Group
New Jersey
$1K -$2.17K -8 -62%
BC
466
Bartlett & Co
Ohio
$1K – – –
GWM
467
Geneos Wealth Management
Colorado
$1K – – –
JWM
468
Janiczek Wealth Management
Colorado
$1K – – –
MAM
469
Meeder Asset Management
Ohio
$1K – – –
ZB
470
Zions Bancorporation
Utah
$1K – – –
PFBT
471
Parkside Financial Bank & Trust
Missouri
$1K +$1.36K +5 New
BCWM
472
Bartlett & Co Wealth Management
Ohio
$598 – – –
SIS
473
Sound Income Strategies
Florida
$598 – – –
JCM
474
Junto Capital Management
New York
– -$75.5M -288,527 Closed
Westfield Capital Management
475
Westfield Capital Management
Massachusetts
– -$36.9M -141,039 Closed