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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
501
Richardson Financial Services
Massachusetts
$1.2K -$1.65K -8 -62%
AF
502
Advisornet Financial
Minnesota
$1.2K -$206 -1 -17%
TPCW
503
TD Private Client Wealth
New York
$1.2K – – –
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2K +$1.03K +5 New
BEI
505
Benjamin Edwards Inc
Missouri
$1K +$823 +4 New
AW
506
Avion Wealth
Texas
$1K +$1.24K +6 New
CPG
507
Cornerstone Planning Group
New Jersey
$738 +$617 +3 New
A
508
AlphaQuest
New York
$720 -$412 -2 -40%
VWA
509
Valued Wealth Advisors
Utah
$720 +$206 +1 +50%
CFO
510
CVA Family Office
Colorado
$720 +$617 +3 New
BF
511
BOK Financial
Oklahoma
$480 -$1.65K -8 -80%
CFGS
512
Concourse Financial Group Securities
Alabama
$480 – – –
MCM
513
Manchester Capital Management
Vermont
$480 – – –
QL
514
Quarry LP
New York
$240 -$10.9K -53 -98%
HIA
515
Harbor Investment Advisory
Maryland
$240 +$206 +1 New
DWM
516
Dogwood Wealth Management
Kansas
$2 – – –
Coatue Management
517
Coatue Management
New York
– -$187M -805,892 Closed
SC
518
Samlyn Capital
New York
– -$70.4M -303,260 Closed
DKCM
519
Davidson Kempner Capital Management
New York
– -$29M -125,000 Closed
AIG
520
American International Group
New York
– -$19.8M -85,190 Closed
TPSF
521
Texas Permanent School Fund
Texas
– -$13M -55,960 Closed
TI
522
Trexquant Investment
Connecticut
– -$7.83M -33,737 Closed
ACM
523
Arvin Capital Management
Texas
– -$7.63M -32,858 Closed
LIP
524
Lighthouse Investment Partners
Florida
– -$5.8M -25,000 Closed
Rockefeller Capital Management
525
Rockefeller Capital Management
New York
– -$4.9M -21,096 Closed