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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
551
Asset Dedication LLC
California
$18K – – –
PTC
552
Private Trust Company
Ohio
$17.5K – – –
BFS
553
Burkett Financial Services
South Carolina
$17.2K – – –
AIM
554
Anchor Investment Management
South Carolina
$16.9K – – –
CIR
555
Clear Investment Research
Georgia
$16.9K – – –
GCM
556
Gables Capital Management
Florida
$16.9K – – –
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$16.3K -$1.91K -24 -11%
CA
558
Clearstead Advisors
Ohio
$15.6K – – –
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$15.3K +$556 +7 +4%
AWM
560
Avior Wealth Management
Nebraska
$15K +$14.1K +177 New
DMBA
561
Deseret Mutual Benefit Administrators
Utah
$14.9K -$5.4K -68 -28%
AWM
562
AllSquare Wealth Management
New York
$13.1K – – –
SAM
563
Smartleaf Asset Management
Massachusetts
$13K +$12.2K +154 New
CT
564
Colonial Trust
South Carolina
$12.7K – – –
FPFS
565
First Personal Financial Services
North Carolina
$12.2K – – –
AAG
566
Armstrong Advisory Group
Massachusetts
$12.2K – – –
AF
567
Advisornet Financial
Minnesota
$11.9K -$3.26K -41 -23%
PMFA
568
Plante Moran Financial Advisors
Michigan
$11.3K – – –
C
569
Covestor
United Kingdom
$11K -$7.07K -89 -41%
CA
570
CoreCap Advisors
Michigan
$10.6K +$9.93K +125 New
BWAM
571
Boyd Watterson Asset Management
Ohio
$10.4K – – –
BHWM
572
Beaird Harris Wealth Management
Texas
$9.99K – – –
SWA
573
SOA Wealth Advisors
New York
$9.85K – – –
PWMG
574
Private Wealth Management Group
New Jersey
$9.82K – – –
CFGS
575
Concourse Financial Group Securities
Alabama
$9.57K -$15.3K -193 -63%
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23
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