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BorgWarner
BWA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Cambridge Trust
Massachusetts
$1K +$782 +23 New
HWMA
627
Heritage Wealth Management (Arizona)
Arizona
$966 +$442 +13 +93%
RWM
628
Raffa Wealth Management
District of Columbia
$926 – – –
AWM
629
Accurate Wealth Management
Florida
$861 +$782 +23 New
VCM
630
Versant Capital Management
Arizona
$805 – – –
CSWM
631
Cassady Schiller Wealth Management
Ohio
$805 +$782 +23 New
HCM
632
Hollencrest Capital Management
California
$805 +$782 +23 New
MSFP
633
Mark Sheptoff Financial Planning
Connecticut
$725 – – –
AWM
634
Accel Wealth Management
Iowa
$687 – – –
TFM
635
TFC Financial Management
Massachusetts
$644 +$612 +18 New
ECM
636
Everence Capital Management
Indiana
$599 – – –
TWP
637
TFO Wealth Partners
Ohio
$523 +$204 +6 New
FGAM
638
Financial Gravity Asset Management
Texas
$515 +$1.53K +45 New
CWP
639
Concord Wealth Partners
Virginia
$452 +$408 +12 New
DWA
640
Delos Wealth Advisors
Texas
$443 – – –
BCMLT
641
Beacon Capital Management LLC (Tennessee)
Tennessee
$410 – – –
TWD
642
True Wealth Design
Ohio
$282 +$272 +8 New
SIS
643
Sound Income Strategies
Florida
$242 – – –
MYAM
644
Meiji Yasuda Asset Management
Japan
$226 +$217K +6,368 New
TCOV
645
Trust Company of Vermont
Vermont
$81 -$12.7K -373 -99%
CFFP
646
Center for Financial Planning
Michigan
$80 +$68 +2 New
SWM
647
Sugarloaf Wealth Management
Georgia
$55 -$34 -1 -50%
HCP
648
Hexagon Capital Partners
Arkansas
$40 -$11.9K -350 -100%
WA
649
WestEnd Advisors
North Carolina
$40 – – –
WIM
650
Westside Investment Management
California
$25 – – –
24 25
26
27 28