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Burlington
BURL

Name Holding Trade Value Shares
Change 		Change in
Stake
T
526
Transce3nd
Texas
$6.84K +$6.49K +24 New
HNW
527
High Note Wealth
Minnesota
$6.27K +$5.95K +22 New
ST
528
Smithfield Trust
Pennsylvania
$6K – – –
A
529
AlphaQuest
New York
$5.99K -$1.4M -5,187 -100%
CAL
530
Capital Advisors Ltd
Ohio
$5K – – –
MCM
531
MAI Capital Management
Ohio
$4.56K +$4.32K +16 New
VWA
532
Valued Wealth Advisors
Utah
$4.28K +$3.24K +12 +400%
AT
533
Avalon Trust
New Mexico
$4.28K +$4.05K +15 New
BBHC
534
Brown Brothers Harriman & Co
New York
$3.99K – – –
S
535
Sachetta
Massachusetts
$3.71K +$270 +1 +8%
MCM
536
MV Capital Management
Maryland
$3.71K -$270 -1 -7%
RWM
537
Raffa Wealth Management
District of Columbia
$3.42K – – –
TPCW
538
TD Private Client Wealth
New York
$3.42K – – –
WPA
539
West Paces Advisors
Georgia
$3.42K – – –
WWP
540
WR Wealth Planners
Missouri
$3.42K +$540 +2 +20%
TC
541
Trust Company
Kansas
$3.14K – – –
DPW
542
DiNuzzo Private Wealth
Pennsylvania
$2.85K -$270 -1 -9%
FC
543
Family CFO
California
$2.85K +$2.7K +10 New
SS
544
SBI Securities
Japan
$2.85K +$2.7K +10 New
TIM
545
Tortoise Investment Management
New York
$2.57K – – –
TWD
546
True Wealth Design
Ohio
$2.28K -$4.05K -15 -65%
BIA
547
Bell Investment Advisors
California
$2.28K – – –
HI
548
Horizon Investments
North Carolina
$2.28K +$2.16K +8 New
CA
549
Continuum Advisory
Idaho
$2K -$2.7K -10 -59%
CIAS
550
CBIZ Investment Advisory Services
Ohio
$2K +$1.89K +7 New
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