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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
401
IFP Advisors
Florida
$52.7K – – –
ABWM
402
Alpine Bank Wealth Management
Colorado
$52.6K – – –
API
403
Asset Planning Inc
California
$51.5K -$13.6K -259 -21%
TCM
404
Traub Capital Management
Massachusetts
$48.9K +$49.7K +950 New
AWM
405
AllSquare Wealth Management
New York
$47.6K +$40.3K +770 +497%
DWM
406
Darwin Wealth Management
Florida
$46.6K +$209 +4 +0.4%
SC
407
Steph & Co
Wisconsin
$46.3K +$47.1K +900 New
MIA
408
MeadowBrook Investment Advisors
Michigan
$44.1K – – –
CFD
409
Creative Financial Designs
Indiana
$41.2K -$262 -5 -0.6%
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$41.2K – – –
PWAM
411
Private Wealth Asset Management
Iowa
$41.2K – – –
GWM
412
Gitterman Wealth Management
New Jersey
$40.2K -$132K -2,519 -76%
RIL
413
Rothschild Investment LLC
Illinois
$39.2K -$1.73K -33 -4%
LI
414
LRI Investments
Florida
$39K +$36.5K +697 +1,143%
AAS
415
Ameritas Advisory Services
Nebraska
$36.9K +$37.6K +718 New
TLA
416
Tanglewood Legacy Advisors
Texas
$36.8K – – –
MA
417
MCF Advisors
Kentucky
$35.7K – – –
BFPW
418
BOK Financial Private Wealth
Colorado
$34K +$34.5K +660 New
BAM
419
Bellevue Asset Management
Washington
$32.8K – – –
PB
420
Pinnacle Bancorp
Nebraska
$30.9K – – –
AA
421
Addison Advisors
Vermont
$30.4K -$3.3K -63 -10%
GWP
422
Gen-Wealth Partners
Michigan
$30.3K – – –
PS
423
Principal Securities
Iowa
$29K -$61.1K -1,167 -67%
VSQM
424
V-Square Quantitative Management
Illinois
$28.6K -$91.4K -1,746 -76%
GKIM
425
GW&K Investment Management
Massachusetts
$28K -$3.66K -70 -12%
15 16
17
18 19