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BorgWarner
BWA

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
476
Alpha Omega Wealth Management
Virginia
$501K -$570K -8,999 -54%
CCM
477
Coldstream Capital Management
Washington
$499K -$69.8K -1,102 -13%
FDP
478
Financiere des Professionnels
Quebec, Canada
$498K -$643K -10,156 -58%
CSP
479
Cary Street Partners
Virginia
$495K +$473K +7,461 New
PI
480
PFG Investments
New York
$495K +$8.8K +139 +2%
JTWM
481
Jackson Thornton Wealth Management
Alabama
$494K -$126K -1,984 -21%
AU
482
AlphaGrep UK
$493K +$231K +3,644 +97%
BC
483
Burney Company
Virginia
$489K – – –
HW
484
Hancock Whitney
Mississippi
$482K +$460K +7,264 New
RWB
485
RMR Wealth Builders
New Jersey
$480K – – –
CCS
486
Concentric Capital Strategies
Connecticut
$474K +$452K +7,136 New
TPCW
487
TD Private Client Wealth
New York
$464K -$19.5K -308 -4%
CRC
488
Curi RMB Capital
Illinois
$463K +$697 +11 +0.2%
MIA
489
MeadowBrook Investment Advisors
Michigan
$463K -$71.9K -1,135 -14%
PCP
490
Proficio Capital Partners
Massachusetts
$463K +$441K +6,966 New
NAS
491
Nykredit A/S
Denmark
$462K +$440K +6,953 New
FTWA
492
Fifth Third Wealth Advisors
Ohio
$461K -$7.79K -123 -2%
UB
493
Umpqua Bank
Oregon
$458K +$6.46K +102 +2%
VEA
494
Virtus ETF Advisers
New York
$455K – – –
IGAM
495
iA Global Asset Management
Quebec, Canada
$454K +$433K +6,843 New
SCM
496
Shelton Capital Management
Colorado
$449K -$18.3K -289 -4%
JAG
497
Journey Advisory Group
Kentucky
$448K – – –
CA
498
Claro Advisors
Massachusetts
$443K -$1.08K -17 -0.3%
PVI
499
Pine Valley Investments
New Jersey
$430K +$6.33K +100 +2%
ACM
500
Aster Capital Management
United Arab Emirates
$426K +$407K +6,421 New
18 19
20
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