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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
626
Gables Capital Management
Florida
$21K – – –
PFBT
627
Parkside Financial Bank & Trust
Missouri
$20K -$152K -1,754 -89%
PMFA
628
Plante Moran Financial Advisors
Michigan
$20K +$5.28K +61 +39%
IBOK
629
Independence Bank of Kentucky
Kentucky
$19K – – –
TF
630
TimeScale Financial
Massachusetts
$18K +$87 +1 +0.5%
FMP
631
Financial Management Professionals
Texas
$17K – – –
SWA
632
SOA Wealth Advisors
New York
$17K – – –
CHA
633
Carmichael Hill & Associates
Maryland
$16K – – –
SWM
634
Selective Wealth Management
Virginia
$16K – – –
CCC
635
Crescent Capital Consulting
Louisiana
$15K +$14.5K +168 New
TWC
636
TD Waterhouse Canada
Ontario, Canada
$14.9K +$11.3K +131 New
SC
637
SouthState Corp
Florida
$14K -$25K -289 -65%
BFC
638
Bedel Financial Consulting
Indiana
$13K – – –
GWS
639
Glassman Wealth Services
Virginia
$13K +$866 +10 +7%
BHWM
640
Beaird Harris Wealth Management
Texas
$13K +$11.9K +138 New
CA
641
CoreCap Advisors
Michigan
$13K +$12.3K +142 New
PO
642
Private Ocean
California
$12K – – –
ZB
643
Zions Bancorporation
Utah
$12K +$4.41K +51 +60%
CTB
644
Country Trust Bank
Illinois
$11K – – –
EW
645
Evoke Wealth
California
$11K – – –
HWA
646
HHM Wealth Advisors
Tennessee
$11K – – –
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K – – –
NSIM
648
North Star Investment Management
Illinois
$11K – – –
TFO
649
Tarbox Family Office
California
$11K – – –
KPCM
650
Kings Point Capital Management
New York
$11K +$10.1K +117 New
24 25
26
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