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BorgWarner

Name Holding Trade Value Shares
Change
Change in
Stake
MO
326
McMillan Office
Michigan
$811K +$788K +18,000 New
Truist Financial
327
Truist Financial
North Carolina
$795K +$35.9K +820 +5%
ECM
328
Evergreen Capital Management
Washington
$794K -$71.5K -1,633 -8%
IAA
329
Independent Advisor Alliance
North Carolina
$789K +$110K +2,521 +17%
ACA
330
Atlas Capital Advisors
Wyoming
$780K +$758K +17,317 New
PA
331
Pinnacle Associates
New York
$780K +$216K +4,936 +40%
TA
332
Tectonic Advisors
Texas
$773K +$41.7K +952 +6%
FM
333
Family Management
New York
$762K +$741K +16,917 New
EWA
334
EP Wealth Advisors
California
$737K +$717K +16,360 New
BTI
335
Blue Trust Inc
Georgia
$737K -$57.3K -1,308 -7%
CIA
336
Caerus Investment Advisors
Texas
$736K +$36.3K +829 +5%
VT
337
Vise Technologies
New York
$730K +$211K +4,825 +42%
CPIG
338
Chicago Partners Investment Group
Illinois
$724K +$17K +388 +3%
SLAM
339
Swiss Life Asset Management
$719K +$264K +6,034 +61%
SAM
340
Securian Asset Management
Minnesota
$702K +$683K +15,590 New
MM
341
MQS Management
New York
$687K +$668K +15,247 New
IA
342
IFP Advisors
Florida
$675K +$30.1K +688 +5%
HWM
343
HB Wealth Management
Georgia
$673K +$15.7K +358 +2%
B
344
Bailard
California
$667K – – –
CIM
345
Cambria Investment Management
California
$664K -$11.8M -270,350 -95%
EPW
346
Evolve Private Wealth
California
$661K +$642K +14,668 New
WF
347
WinCap Financial
Massachusetts
$659K -$1.49K -34 -0.2%
IWC
348
Integrated Wealth Concepts
Massachusetts
$655K -$298K -6,795 -32%
PI
349
PineBridge Investments
New York
$651K +$633K +14,445 New
Corient Private Wealth
350
Corient Private Wealth
Florida
$647K -$247K -5,635 -28%