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BorgWarner
BWA

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
476
OP Asset Management
$503K -$2.76M -43,612 -85%
EP
477
Essential Partners
California
$502K -$108K -1,708 -18%
AOWM
478
Alpha Omega Wealth Management
Virginia
$501K -$570K -8,999 -54%
CCM
479
Coldstream Capital Management
Washington
$499K -$69.8K -1,102 -13%
FDP
480
Financiere des Professionnels
Quebec, Canada
$498K -$643K -10,156 -58%
CSP
481
Cary Street Partners
Virginia
$495K +$473K +7,461 New
PI
482
PFG Investments
New York
$495K +$8.8K +139 +2%
JTWM
483
Jackson Thornton Wealth Management
Alabama
$494K -$126K -1,984 -21%
AU
484
AlphaGrep UK
$493K +$231K +3,644 +97%
BC
485
Burney Company
Virginia
$489K – – –
HW
486
Hancock Whitney
Mississippi
$482K +$460K +7,264 New
RWB
487
RMR Wealth Builders
New Jersey
$480K – – –
CCS
488
Concentric Capital Strategies
Connecticut
$474K +$452K +7,136 New
TPCW
489
TD Private Client Wealth
New York
$464K -$19.5K -308 -4%
CRC
490
Curi RMB Capital
Illinois
$463K +$697 +11 +0.2%
MIA
491
MeadowBrook Investment Advisors
Michigan
$463K -$71.9K -1,135 -14%
PCP
492
Proficio Capital Partners
Massachusetts
$463K +$441K +6,966 New
NAS
493
Nykredit A/S
Denmark
$462K +$440K +6,953 New
FTWA
494
Fifth Third Wealth Advisors
Ohio
$461K -$7.79K -123 -2%
UB
495
Umpqua Bank
Oregon
$458K +$6.46K +102 +2%
VEA
496
Virtus ETF Advisers
New York
$455K – – –
IGAM
497
iA Global Asset Management
Quebec, Canada
$454K +$433K +6,843 New
SCM
498
Shelton Capital Management
Colorado
$449K -$18.3K -289 -4%
JAG
499
Journey Advisory Group
Kentucky
$448K – – –
CA
500
Claro Advisors
Massachusetts
$443K -$1.08K -17 -0.3%
18 19
20
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