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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
601
Lodestone Wealth Management
Washington
$1.95K – – –
BWL
602
Bogart Wealth LLC
Virginia
$1.95K +$1.23K +4 +200%
CFD
603
Creative Financial Designs
Indiana
$1.63K – – –
RWM
604
Rialto Wealth Management
New York
$1.63K +$306 +1 +25%
HPC
605
HM Payson & Co
Maine
$1.3K – – –
IWS
606
Intentional Wealth Strategies
Colorado
$1.3K +$1.23K +4 New
VWM
607
Vermillion Wealth Management
Minnesota
$1.3K +$1.23K +4 New
SWM
608
SHP Wealth Management
Massachusetts
$1.3K +$919 +3 +300%
AW
609
Avion Wealth
Texas
$1K – – –
SC
610
SouthState Corp
Florida
$977 -$4.59K -15 -83%
CTC
611
Central Trust Company
Missouri
$977 -$613 -2 -40%
1CP
612
1015 Capital Partners
Pennsylvania
$976 – – –
HIA
613
HFM Investment Advisors
New Jersey
$976 – – –
NRG
614
Nemes Rush Group
Michigan
$976 – – –
TFA
615
Transamerica Financial Advisors
Florida
$976 +$306 +1 +50%
HFS
616
Hughes Financial Services
Virginia
$976 +$919 +3 New
PWA
617
Principia Wealth Advisory
Texas
$651 – – –
SWM
618
Spire Wealth Management
Virginia
$651 – – –
ACA
619
American Capital Advisory
Idaho
$651 +$306 +1 +100%
CA
620
CoreCap Advisors
Michigan
$651 +$306 +1 +100%
CCWM
621
Cassaday & Co Wealth Management
Virginia
$651 +$613 +2 New
SA
622
Seneschal Advisors
Washington
$326 – – –
TFM
623
TFC Financial Management
Massachusetts
$326 – – –
FC
624
Financial Consulate
Maryland
$326 +$306 +1 New
PWMG
625
Prestige Wealth Management Group
New Jersey
$326 +$306 +1 New