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BorgWarner
BWA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
726
High Note Wealth
Minnesota
$10.8K – – –
UFPG
727
United Financial Planning Group
New York
$10.8K – – –
GAMA
728
Graticule Asia Macro Advisors
New York
$10.5K +$10K +158 New
GWM
729
Geneos Wealth Management
Colorado
$10.2K -$887 -14 -8%
KFAS
730
Keating Financial Advisory Services
Kansas
$10K +$317 +5 +3%
RF
731
Rossby Financial
Florida
$10K +$3.67K +58 +62%
OAJ
732
Ogorek Anthony Joseph
New York
$10K – – –
BW
733
Basepoint Wealth
Iowa
$9.96K +$9.5K +150 New
IUHSA
734
Itau Unibanco Holding S.A.
Brazil
$9.69K -$3.04K -48 -25%
TAP
735
Tounjian Advisory Partners
Florida
$8.08K +$7.73K +122 New
CCMI
736
Creative Capital Management Investments
California
$7.83K +$4.31K +68 +136%
TCOV
737
Trust Company of Vermont
Vermont
$7.7K +$7.35K +116 New
SWM
738
SHP Wealth Management
Massachusetts
$7.66K +$380 +6 +6%
AEPWM
739
Atlantic Edge Private Wealth Management
Florida
$7.5K +$7.16K +113 New
PSFG
740
Park Square Financial Group
Georgia
$7.5K +$7.16K +113 New
AG
741
AmeriFlex Group
Nevada
$7.44K +$7.09K +112 New
KFA
742
Kelleher Financial Advisors
New York
$7.44K +$7.09K +112 New
EWP
743
Elevation Wealth Partners
California
$7.17K +$5.51K +87 +414%
MNA
744
Manning & Napier Advisors
New York
$6.98K -$4.24K -67 -39%
VWA
745
Valued Wealth Advisors
Utah
$6.91K +$2.79K +44 +73%
PWA
746
Physician Wealth Advisors
Utah
$6.91K +$3.1K +49 +89%
AA
747
Addison Advisors
Vermont
$6.84K -$48.3K -763 -88%
CAM
748
Costello Asset Management
Pennsylvania
$6.64K +$6.14K +97 +3,233%
FS
749
Financially Speaking
Colorado
$6.51K – – –
AWM
750
Activest Wealth Management
Florida
$6.11K -$6.78K -107 -54%
28 29
30
31 32