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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
551
McIlrath & Eck
Washington
$38K – – –
MA
552
Montag & Associates
Georgia
$38K – – –
JCM
553
Jacobi Capital Management
Pennsylvania
$36K +$7.95K +105 +31%
LAS
554
Lloyd Advisory Services
Georgia
$35K -$5.3K -70 -14%
APWM
555
Atlas Private Wealth Management
New York
$32K – – –
GG
556
Gleason Group
Kentucky
$32K – – –
LC
557
Lindbrook Capital
California
$31K +$606 +8 +2%
WT
558
Whittier Trust
California
$30K – – –
TPCW
559
TD Private Client Wealth
New York
$29.3K -$1.89K -25 -7%
CFFP
560
Center for Financial Planning
Michigan
$29K – – –
PFA
561
Professional Financial Advisors
Nebraska
$29K – – –
APA
562
American Portfolios Advisors
New York
$27.1K -$908 -12 -3%
PP
563
PrairieView Partners
Minnesota
$27K +$5.75K +76 +30%
CFO
564
CVA Family Office
Colorado
$27K +$7.95K +105 +46%
GSAM
565
Grant Street Asset Management
Pennsylvania
$24K – – –
IA
566
IFP Advisors
Florida
$22K -$134K -1,768 -87%
AWM
567
Avior Wealth Management
Nebraska
$22K – – –
CI
568
CX Institutional
Indiana
$22K +$3.03K +40 +18%
GCM
569
Gables Capital Management
Florida
$19K – – –
NFG
570
Next Financial Group
Texas
$19K +$530 +7 +3%
SWA
571
SOA Wealth Advisors
New York
$19K +$4.54K +60 +34%
HMS
572
Hanseatic Management Services
New Mexico
$18K +$151 +2 +0.9%
TF
573
TimeScale Financial
Massachusetts
$17K +$76 +1 +0.5%
CAC
574
Certified Advisory Corp
Florida
$15K +$14.4K +190 New
CHA
575
Carmichael Hill & Associates
Maryland
$14K – – –
21 22
23
24 25