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Burlington
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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
601
LifeSteps Financial
California
$4.12K +$4.19K +13 New
CCMI
602
Creative Capital Management Investments
California
$3.8K +$3.87K +12 New
MAFA
603
MJT & Associates Financial Advisory
Minnesota
$3.8K +$3.87K +12 New
WPA
604
West Paces Advisors
Georgia
$3.8K +$3.87K +12 New
PTC
605
Private Trust Company
Ohio
$3.48K – – –
MCM
606
MV Capital Management
Maryland
$3.48K +$322 +1 +10%
TFIPS
607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.17K – – –
CFM
608
Cornerstone Financial Management
Massachusetts
$3.17K +$645 +2 +25%
AW
609
Avion Wealth
Texas
$3K +$1.29K +4 +67%
DPW
610
DiNuzzo Private Wealth
Pennsylvania
$2.85K -$645 -2 -18%
BIA
611
Bell Investment Advisors
California
$2.85K +$322 +1 +13%
RWM
612
Rialto Wealth Management
New York
$2.85K +$1.29K +4 +80%
PWA
613
Physician Wealth Advisors
Utah
$2.54K +$645 +2 +33%
HIA
614
HFM Investment Advisors
New Jersey
$2.54K +$1.61K +5 +167%
BWL
615
Bogart Wealth LLC
Virginia
$2.53K +$645 +2 +33%
BBHC
616
Brown Brothers Harriman & Co
New York
$2.22K – – –
HFS
617
Hughes Financial Services
Virginia
$2.22K +$1.29K +4 +133%
DF
618
Dunhill Financial
United Kingdom
$2.22K – – –
WA
619
Whipplewood Advisors
Colorado
$1.9K -$4.51K -14 -70%
NSIM
620
North Star Investment Management
Illinois
$1.9K -$645 -2 -25%
AF
621
Advisornet Financial
Minnesota
$1.9K -$322 -1 -14%
AFG
622
Albion Financial Group
Utah
$1.9K – – –
LWM
623
Lodestone Wealth Management
Washington
$1.9K – – –
FC
624
Financial Consulate
Maryland
$1.9K +$1.61K +5 +500%
SEP
625
Signature Equity Partners
Ohio
$1.9K +$1.94K +6 New
23 24
25
26 27