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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
476
Creative Financial Designs
Indiana
$54.7K – – –
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$54.7K – – –
WWA
478
Wingate Wealth Advisors
Massachusetts
$54.7K +$64.1K +800 New
RCM
479
Raleigh Capital Management
North Carolina
$54.2K -$8.33K -104 -12%
WT
480
Washington Trust
Rhode Island
$51.2K – – –
TLA
481
Tanglewood Legacy Advisors
Texas
$48.9K – – –
MA
482
MCF Advisors
Kentucky
$47.4K – – –
LI
483
LRI Investments
Florida
$46.1K +$4.89K +61 +10%
CIAM
484
Caitong International Asset Management
Hong Kong
$45.8K +$53.7K +670 New
GM
485
GeoWealth Management
Illinois
$44K +$2.56K +32 +5%
BAM
486
Bellevue Asset Management
Washington
$43.5K – – –
AA
487
Addison Advisors
Vermont
$43.5K -$5.21K -65 -9%
GKIM
488
GW&K Investment Management
Massachusetts
$41K -$9.38K -117 -16%
PFA
489
Pathway Financial Advisers
Indiana
$41K – – –
PB
490
Pinnacle Bancorp
Nebraska
$41K – – –
GWP
491
Gen-Wealth Partners
Michigan
$40.2K – – –
CAS
492
Coppell Advisory Solutions
Texas
$37.3K +$8.33K +104 +24%
OC
493
Oarsman Capital
Wisconsin
$34.6K -$18.2K -227 -31%
LC
494
Lindbrook Capital
California
$33.5K -$160 -2 -0.4%
CB
495
Community Bank
New York
$32.8K – – –
FHA
496
First Horizon Advisors
Tennessee
$32.6K -$1.92K -24 -5%
EBA
497
Eagle Bay Advisors
New York
$32.3K -$19.2K -240 -34%
GWM
498
Geneos Wealth Management
Colorado
$31.7K -$1.52K -19 -4%
GG
499
Gleason Group
Kentucky
$31.6K +$160 +2 +0.4%
RA
500
Rise Advisors
New York
$31.1K +$160 +2 +0.4%
18 19
20
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