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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
551
CBIZ Investment Advisory Services
Ohio
$2K +$1.89K +7 New
SIC
552
SJS Investment Consulting
Ohio
$1.71K -$1.35K -5 -45%
GWSG
553
GPS Wealth Strategies Group
Colorado
$1.71K – – –
CA
554
CoreCap Advisors
Michigan
$1.71K +$1.62K +6 New
RFS
555
Richardson Financial Services
Massachusetts
$1.43K -$1.35K -5 -50%
CSWM
556
Cassady Schiller Wealth Management
Ohio
$1.43K +$1.35K +5 New
HPC
557
HM Payson & Co
Maine
$1.14K – – –
AF
558
Advisornet Financial
Minnesota
$1.14K – – –
RS
559
Rakuten Securities
Japan
$1.14K +$1.08K +4 New
AW
560
Avion Wealth
Texas
$1K +$270 +1 +17%
CPG
561
Cornerstone Planning Group
New Jersey
$857 – – –
CFO
562
CVA Family Office
Colorado
$855 -$540 -2 -40%
PEAK6
563
PEAK6
Illinois
$694 +$540 +2 New
CFGS
564
Concourse Financial Group Securities
Alabama
$577 – – –
MCM
565
Manchester Capital Management
Vermont
$571 – – –
WCM
566
WealthTrak Capital Management
Virginia
$571 +$540 +2 New
MAS
567
MPWM Advisory Solutions
Georgia
$570 +$540 +2 New
NC
568
NewSquare Capital
Pennsylvania
$570 +$540 +2 New
WW
569
Winnow Wealth
Texas
$296 +$540 +2 New
HWA
570
HHM Wealth Advisors
Tennessee
$286 +$270 +1 New
AWM
571
Activest Wealth Management
Florida
$285 +$270 +1 New
PWM
572
Parkworth Wealth Management
California
$285 +$270 +1 New
PWA
573
Principia Wealth Advisory
Texas
$285 +$270 +1 New
Marshall Wace
574
Marshall Wace
United Kingdom
– -$81.5M -309,366 Closed
Select Equity Group
575
Select Equity Group
New York
– -$43.5M -165,283 Closed