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Acco Brands

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$617 +$543 +148 New
LFA
177
LGT Financial Advisors
Texas
$520 – – –
PWA
178
Physician Wealth Advisors
Utah
$469 +$4 +1 +0.9%
NECFA
179
New England Capital Financial Advisors
Connecticut
$416 – – –
TCOT
180
Trust Company of Toledo
Ohio
$349 +$308 +84 New
PWPS
181
Pinnacle Wealth Planning Services
Ohio
$341 – – –
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$316 – – –
GI
183
GAMMA Investing
California
$291 -$2.31K -629 -90%
FFO
184
Fortitude Family Office
Arizona
$287 +$253 +69 New
EB
185
Eastern Bank
Massachusetts
$270 – – –
EWM
186
Evermay Wealth Management
Virginia
$267 +$235 +64 New
AEPWM
187
Atlantic Edge Private Wealth Management
Florida
$179 – – –
CCWM
188
Cassaday & Co Wealth Management
Virginia
$146 – – –
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$131 +$4 +1 +3%
HI
190
Harbour Investments
Wisconsin
$125 -$231 -63 -68%
SL
191
Salomon & Ludwin
Virginia
$109 – – –
LHEI
192
Leo H. Evart Inc
California
$96 – – –
TC
193
Truvestments Capital
Florida
$96 – – –
IWP
194
IAG Wealth Partners
Wisconsin
$75 – – –
AUB
195
Atlantic Union Bankshares
Virginia
$13 – – –
UBS AM
196
UBS AM
Illinois
$12 – – –
First Eagle Investment Management
197
First Eagle Investment Management
New York
– -$2.49M -831,369 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
– -$866K -288,558 Closed
SPS
199
Susquehanna Portfolio Strategies
Pennsylvania
– -$416K -138,567 Closed
OL
200
Odyssean LLC
Connecticut
– -$229K -76,487 Closed