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Burlington
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
551
First Horizon Corporation
Tennessee
$32K -$322 -1 -1%
JWA
552
JFS Wealth Advisors
Pennsylvania
$31.7K – – –
WA
553
WPG Advisers
Maryland
$31.4K +$322 +1 +1%
SHIM
554
Stone House Investment Management
Pennsylvania
$28.2K +$645 +2 +2%
CA
555
Crewe Advisors
Utah
$25.3K +$25.8K +80 New
CI
556
CX Institutional
Indiana
$24K +$1.94K +6 +9%
CFO
557
CVA Family Office
Colorado
$23.4K +$1.94K +6 +9%
KFAS
558
Keating Financial Advisory Services
Kansas
$23.4K +$2.58K +8 +12%
JWM
559
JPL Wealth Management
Colorado
$22.8K – – –
EB
560
Eastern Bank
Massachusetts
$21.5K -$1.61K -5 -7%
QC
561
Quent Capital
New York
$20.9K +$2.58K +8 +14%
BFS
562
Bare Financial Services
Pennsylvania
$20.9K +$8.06K +25 +61%
CB
563
CNB Bank
Pennsylvania
$20.3K – – –
PWAM
564
Private Wealth Asset Management
Iowa
$20.3K – – –
FFO
565
Fortitude Family Office
Arizona
$20K +$322 +1 +2%
RF
566
Rossby Financial
Florida
$19.3K +$3.87K +12 +24%
KFP
567
Kerr Financial Planning
California
$18.7K – – –
WT
568
Whittier Trust
California
$17.8K – – –
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$17.7K – – –
OCWP
570
Owl Creek Wealth Partners
Colorado
$15.8K – – –
APFP
571
Action Point Financial Planning
Michigan
$13K +$13.5K +42 New
GSWM
572
Golden State Wealth Management
California
$11.4K – – –
EWP
573
Elevation Wealth Partners
California
$11.4K +$9.68K +30 +500%
C
574
Covestor
United Kingdom
$11K – – –
FFA
575
Frazier Financial Advisors
Ohio
$9.19K – – –
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