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Burlington
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
576
Golden State Wealth Management
California
$11.4K – – –
EWP
577
Elevation Wealth Partners
California
$11.4K +$9.68K +30 +500%
C
578
Covestor
United Kingdom
$11K – – –
FFA
579
Frazier Financial Advisors
Ohio
$9.19K – – –
AWM
580
Activest Wealth Management
Florida
$8.87K -$12.3K -38 -58%
WETS
581
Wealth Enhancement Trust Services
South Dakota
$8.87K +$9.03K +28 New
MCM
582
Manchester Capital Management
Vermont
$8.24K – – –
KAS
583
Kemnay Advisory Services
New York
$7.92K +$645 +2 +9%
RWM
584
Raffa Wealth Management
District of Columbia
$7.6K +$645 +2 +9%
SL
585
Salomon & Ludwin
Virginia
$7.24K – – –
CH
586
Cromwell Holdings
Wyoming
$6.97K +$3.23K +10 +83%
VWA
587
Valued Wealth Advisors
Utah
$6.65K +$2.9K +9 +75%
CTB
588
Country Trust Bank
Illinois
$6.34K -$1.61K -5 -20%
CAL
589
Capital Advisors Ltd
Ohio
$6K – – –
IFWM
590
Institute for Wealth Management
Colorado
$5.7K +$5.8K +18 New
MAM
591
Meeder Asset Management
Ohio
$5.39K -$4.84K -15 -47%
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$5.39K -$322 -1 -6%
S
593
Sachetta
Massachusetts
$5.39K +$967 +3 +21%
TPCW
594
TD Private Client Wealth
New York
$4.75K +$4.84K +15 New
MIM
595
Marshall Investment Management
Colorado
$4.43K +$4.51K +14 New
WTC
596
WhitTier Trust Company
Nevada
$4.43K – – –
CPG
597
Cornerstone Planning Group
New Jersey
$4.25K – – –
BHWM
598
Bay Harbor Wealth Management
Maryland
$4.12K +$645 +2 +18%
CA
599
CoreCap Advisors
Michigan
$4.12K +$3.55K +11 +550%
DWM
600
Dogwood Wealth Management
Kansas
$4.12K +$4.19K +13 New
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