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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
551
West Paces Advisors
Georgia
$3.16K – – –
TPCW
552
TD Private Client Wealth
New York
$3.16K +$1.81K +7 +140%
DPW
553
DiNuzzo Private Wealth
Pennsylvania
$2.9K +$1.03K +4 +57%
SIC
554
SJS Investment Consulting
Ohio
$2.9K +$1.03K +4 +57%
TC
555
Trust Company
Kansas
$2.9K +$2.85K +11 New
WWP
556
WR Wealth Planners
Missouri
$2.63K -$259 -1 -9%
RFS
557
Richardson Financial Services
Massachusetts
$2.52K +$1.29K +5 +100%
TIM
558
Tortoise Investment Management
New York
$2.37K – – –
BIA
559
Bell Investment Advisors
California
$2.11K – – –
GWSG
560
GPS Wealth Strategies Group
Colorado
$1.58K – – –
CFO
561
CVA Family Office
Colorado
$1.32K +$518 +2 +67%
AF
562
Advisornet Financial
Minnesota
$1.05K -$259 -1 -20%
HPC
563
HM Payson & Co
Maine
$1.05K +$1.03K +4 New
AW
564
Avion Wealth
Texas
$1K – – –
MIFH
565
Migdal Insurance & Financial Holdings
Israel
$1K +$518 +2 New
VWA
566
Valued Wealth Advisors
Utah
$791 – – –
AP
567
Atwood & Palmer
Missouri
$791 +$776 +3 New
CA
568
Claris Advisors
Missouri
$790 +$776 +3 New
CPG
569
Cornerstone Planning Group
New Jersey
$764 – – –
MCM
570
Manchester Capital Management
Vermont
$527 – – –
BWP
571
Baldwin Wealth Partners
Massachusetts
$527 +$518 +2 New
CFGS
572
Concourse Financial Group Securities
Alabama
$526 – – –
BF
573
BOK Financial
Oklahoma
$520 – – –
DWM
574
Dogwood Wealth Management
Kansas
$2 – – –
1832 Asset Management
575
1832 Asset Management
Ontario, Canada
– -$198M -824,618 Closed