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Burlington
BURL

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
526
Webster Bank
Connecticut
$6.84K – – –
T
527
Transce3nd
Texas
$6.84K +$6.49K +24 New
HNW
528
High Note Wealth
Minnesota
$6.27K +$5.95K +22 New
ST
529
Smithfield Trust
Pennsylvania
$6K – – –
A
530
AlphaQuest
New York
$5.99K -$1.4M -5,187 -100%
CAL
531
Capital Advisors Ltd
Ohio
$5K – – –
MCM
532
MAI Capital Management
Ohio
$4.56K +$4.32K +16 New
VWA
533
Valued Wealth Advisors
Utah
$4.28K +$3.24K +12 +400%
AT
534
Avalon Trust
New Mexico
$4.28K +$4.05K +15 New
BBHC
535
Brown Brothers Harriman & Co
New York
$3.99K – – –
S
536
Sachetta
Massachusetts
$3.71K +$270 +1 +8%
MCM
537
MV Capital Management
Maryland
$3.71K -$270 -1 -7%
RWM
538
Raffa Wealth Management
District of Columbia
$3.42K – – –
TPCW
539
TD Private Client Wealth
New York
$3.42K – – –
WPA
540
West Paces Advisors
Georgia
$3.42K – – –
WWP
541
WR Wealth Planners
Missouri
$3.42K +$540 +2 +20%
TC
542
Trust Company
Kansas
$3.14K – – –
DPW
543
DiNuzzo Private Wealth
Pennsylvania
$2.85K -$270 -1 -9%
FC
544
Family CFO
California
$2.85K +$2.7K +10 New
SS
545
SBI Securities
Japan
$2.85K +$2.7K +10 New
TIM
546
Tortoise Investment Management
New York
$2.57K – – –
TWD
547
True Wealth Design
Ohio
$2.28K -$4.05K -15 -65%
BIA
548
Bell Investment Advisors
California
$2.28K – – –
HI
549
Horizon Investments
North Carolina
$2.28K +$2.16K +8 New
CA
550
Continuum Advisory
Idaho
$2K -$2.7K -10 -59%
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