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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$62K – – –
BHWM
502
Bay Harbor Wealth Management
Maryland
$62K +$56.1K +839 New
GWM
503
Geneos Wealth Management
Colorado
$61K – – –
AWM
504
AllSquare Wealth Management
New York
$61K +$24K +359 +77%
PFS
505
Prospera Financial Services
Texas
$61K +$55.3K +827 New
WT
506
Washington Trust
Rhode Island
$60K -$134 -2 -0.2%
AF
507
Allworth Financial
California
$59K – – –
CI
508
CX Institutional
Indiana
$58K +$44.9K +671 +616%
TAIM
509
TD Ameritrade Investment Management
Nebraska
$55K -$1.67K -25 -3%
PB
510
Pinnacle Bancorp
Nebraska
$52K – – –
TCM
511
Tradewinds Capital Management
Washington
$52K – – –
CB
512
Community Bank
New York
$52K +$31.3K +468 +200%
RIM
513
Rampart Investment Management
Connecticut
$50K -$36.4K -544 -44%
ASN
514
Advisory Services Network
Georgia
$50K +$45.4K +679 New
MWP
515
Meridian Wealth Partners
Pennsylvania
$49K – – –
MA
516
MCF Advisors
Kentucky
$48K – – –
S
517
SignatureFD
Georgia
$47K -$1.81K -27 -4%
BCA
518
Berman Capital Advisors
Georgia
$45K -$4.75K -71 -10%
GAM
519
Gemmer Asset Management
California
$42K – – –
EP
520
Eudaimonia Partners
Tennessee
$40K -$937 -14 -3%
TPWA
521
TRUE Private Wealth Advisors
Oregon
$39K – – –
LAS
522
Lloyd Advisory Services
Georgia
$37K +$33.5K +501 New
DSC
523
Duncker Streett & Co
Missouri
$35K – – –
ME
524
McIlrath & Eck
Washington
$35K – – –
HI
525
Hudock Inc
Pennsylvania
$34K – – –
19 20
21
22 23