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Burlington
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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
526
Family CFO
California
$2.89K +$2.71K +10 New
II
527
Inspire Investing
Idaho
$2.73K +$2.44K +9 New
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$2.6K -$271 -1 -10%
EC
529
Elequin Capital
New York
$2.6K +$2.44K +9 New
EW
530
Elyxium Wealth
California
$2.6K +$2.44K +9 New
BIA
531
Bell Investment Advisors
California
$2.31K – – –
SS
532
Sunbelt Securities
Texas
$2.31K +$1.08K +4 +100%
VWA
533
Valued Wealth Advisors
Utah
$2.31K +$1.08K +4 +100%
NSIM
534
North Star Investment Management
Illinois
$2.31K +$2.17K +8 New
BHWM
535
Bay Harbor Wealth Management
Maryland
$2.31K +$814 +3 +60%
BBHC
536
Brown Brothers Harriman & Co
New York
$2.02K – – –
AFG
537
Albion Financial Group
Utah
$1.73K – – –
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K – – –
GWSG
539
GPS Wealth Strategies Group
Colorado
$1.73K – – –
CFM
540
Cornerstone Financial Management
Massachusetts
$1.73K +$1.63K +6 New
LWM
541
Lodestone Wealth Management
Washington
$1.73K +$1.63K +6 New
CPG
542
Cornerstone Planning Group
New Jersey
$1.73K +$271 +1 +20%
CFD
543
Creative Financial Designs
Indiana
$1.44K – – –
CFO
544
CVA Family Office
Colorado
$1.44K – – –
AF
545
Advisornet Financial
Minnesota
$1.44K +$271 +1 +25%
RFA
546
Reyes Financial Architecture
California
$1.44K +$1.36K +5 New
CTC
547
Central Trust Company
Missouri
$1.43K +$1.08K +4 +400%
HPC
548
HM Payson & Co
Maine
$1.16K – – –
RWM
549
Rialto Wealth Management
New York
$1.16K +$543 +2 +100%
AW
550
Avion Wealth
Texas
$1K -$543 -2 -25%
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