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Burlington
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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
501
Advisors Preferred
Maryland
– -$140K -616 Closed
Acadian Asset Management
502
Acadian Asset Management
Massachusetts
– -$115K -507 Closed
OSAM
503
O'Shaughnessy Asset Management
Connecticut
– -$115K -503 Closed
WHG
504
Westwood Holdings Group
Texas
– -$105K -464 Closed
HFM
505
Harvest Fund Management
China
– -$82K -365 Closed
EMFAT
506
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$65K -284 Closed
TCM
507
Tradewinds Capital Management
Washington
– -$45K -197 Closed
ACM
508
Allred Capital Management
Texas
– -$18.2K -80 Closed
MSE
509
MUFG Securities EMEA
United Kingdom
– -$17K -76 Closed
WAP
510
Wealthcare Advisory Partners
Pennsylvania
– -$15K -67 Closed
FPS
511
Fieldpoint Private Securities
Connecticut
– -$8K -35 Closed
HGWM
512
Harvest Group Wealth Management
Massachusetts
– -$7K -32 Closed
CI
513
Cordant Inc
Oregon
– -$6K -27 Closed
MF
514
Manchester Financial
California
– -$6K -27 Closed
RIA
515
Realta Investment Advisors
Delaware
– -$6K -25 Closed
CP
516
Corbenic Partners
Pennsylvania
– -$5K -23 Closed
GWM
517
Geneos Wealth Management
Colorado
– -$4K -19 Closed
TPWA
518
TRUE Private Wealth Advisors
Oregon
– -$3K -16 Closed
HNB
519
Huntington National Bank
Ohio
– -$3K -13 Closed
LWM
520
Lionsbridge Wealth Management
Florida
– -$2K -9 Closed
WCM
521
Wealthcare Capital Management
Virginia
– -$2K -7 Closed
ADL
522
Asset Dedication LLC
California
– -$1K -5 Closed
SFSIG
523
San Francisco Sentry Investment Group
California
– -$1K -5 Closed
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
– -$842 -4 Closed
TWA
525
TCI Wealth Advisors
Arizona
– +$632 +3 New
18 19 20
21
22