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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
601
Gables Capital Management
Florida
$20K – – –
ADL
602
Asset Dedication LLC
California
$20K +$20.5K +234 New
BBL
603
Beck Bode LLC
Massachusetts
$20K +$20.5K +234 New
CIR
604
Clear Investment Research
Georgia
$20K +$20.5K +234 New
NFG
605
Next Financial Group
Texas
$19K – – –
HMS
606
Hanseatic Management Services
New Mexico
$19K +$175 +2 +0.9%
TF
607
TimeScale Financial
Massachusetts
$18K – – –
IBOK
608
Independence Bank of Kentucky
Kentucky
$18K +$18.5K +211 New
SWA
609
SOA Wealth Advisors
New York
$16K -$3.5K -40 -17%
FMP
610
Financial Management Professionals
Texas
$16K +$3.5K +40 +28%
CHA
611
Carmichael Hill & Associates
Maryland
$15K – – –
SWM
612
Selective Wealth Management
Virginia
$15K – – –
PMFA
613
Plante Moran Financial Advisors
Michigan
$13K – – –
SFP
614
Sterling Financial Planning
New Jersey
$13K – – –
AIM
615
Anchor Investment Management
South Carolina
$12.5K – – –
BFC
616
Bedel Financial Consulting
Indiana
$12K – – –
GWS
617
Glassman Wealth Services
Virginia
$11K -$1.84K -21 -14%
PO
618
Private Ocean
California
$11K +$11.3K +129 New
EW
619
Evoke Wealth
California
$10K -$263 -3 -2%
CTB
620
Country Trust Bank
Illinois
$10K – – –
HWA
621
HHM Wealth Advisors
Tennessee
$10K – – –
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K – – –
NSIM
623
North Star Investment Management
Illinois
$10K – – –
TFO
624
Tarbox Family Office
California
$10K – – –
QCG
625
Quadrant Capital Group
Ohio
$10K +$1.23K +14 +13%
23 24
25
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