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BorgWarner

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
526
Winslow Evans & Crocker
Massachusetts
$14K – – –
LWM
527
Lenox Wealth Management
Ohio
$14K +$1.11K +24 +8%
PCP
528
Proficio Capital Partners
Massachusetts
$14K +$1.95K +42 +15%
CIP
529
Convergence Investment Partners
Florida
$14K +$14.9K +320 New
HR
530
Howe & Rusling
New York
$13K -$3.11K -67 -18%
CHP
531
Cable Hill Partners
Oregon
$13K – – –
MOS
532
MGO One Seven
Ohio
$13K – – –
HFP
533
Holistic Financial Partners
Indiana
$13K +$372 +8 +3%
AIM
534
Assured Investment Management
New York
$12K -$2.26M -48,735 -99%
GRP
535
Global Retirement Partners
California
$12K – – –
HL
536
Harding Loevner
New Jersey
$12K +$12.4K +267 New
KA
537
Kaizen Advisory
Illinois
$10K – – –
MUS
538
Mitsubishi UFJ Securities
Japan
$10K – – –
LWA
539
Lenox Wealth Advisors
New York
$10K +$8.18K +176 +320%
APP
540
Avantax Planning Partners
Iowa
$10K +$11.2K +241 New
PWM
541
Perigon Wealth Management
California
$9K +$2.56K +55 +36%
TL
542
TrueWealth LLC
Georgia
$8K – – –
GEA
543
Glen Eagle Advisors
New Jersey
$7.23K +$1.67K +36 +28%
CFG
544
Citizens Financial Group
Rhode Island
$7K – – –
MWM
545
MinichMacGregor Wealth Management
New York
$7K – – –
FCAG
546
First Capital Advisors Group
New Jersey
$7K +$7.67K +165 New
FA
547
Fortis Advisors
Pennsylvania
$6K – – –
MSA
548
Marino Stram & Associates
Massachusetts
$6K +$46 +1 +0.7%
ST
549
Smithfield Trust
Pennsylvania
$6K +$3.62K +78 +137%
FPFS
550
First Personal Financial Services
North Carolina
$5K -$46 -1 -0.8%