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H.B. Fuller

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$45K +$46K +828 New
DCM
202
Delpha Capital Management
New York
$40K +$41.4K +745 New
FWM
203
Focused Wealth Management
New York
$39K
PCG
204
Private Capital Group
Connecticut
$35K +$36.5K +656 New
BC
205
Bartlett & Co
Ohio
$32K
IWP
206
Icon Wealth Partners
Texas
$23K +$23.3K +419 New
SWA
207
Sutton Wealth Advisors
Florida
$22.8K +$7.51K +135 +47%
PCP
208
Proficio Capital Partners
Massachusetts
$21K +$12.2K +220 +137%
BL
209
Balentine LLC
Georgia
$19K -$2.22K -40 -10%
MOS
210
MGO One Seven
Ohio
$16K +$16.2K +291 New
WIM
211
Westside Investment Management
California
$9.69K +$9.84K +177 New
RFC
212
Regions Financial Corp
Alabama
$9K +$8.78K +158 New
PWM
213
Paulson Wealth Management
Illinois
$8K +$7.84K +141 New
IA
214
IFP Advisors
Florida
$6K -$22K -396 -77%
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$5K +$2.78K +50 +143%
FPFS
216
First Personal Financial Services
North Carolina
$5K +$5.5K +99 New
GAM
217
Gemmer Asset Management
California
$4K
GRP
218
Global Retirement Partners
California
$4K +$3.84K +69 New
ASN
219
Advisory Services Network
Georgia
$3K +$2.06K +37 +218%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$2K
QCG
221
Quadrant Capital Group
Ohio
$2K
CAW
222
Cornerstone Advisors (Washington)
Washington
$1K
QI
223
QS Investors
New York
$1K
FGC
224
Financial Gravity Companies
Texas
$1K +$834 +15 New
AssetMark Inc
225
AssetMark Inc
California
$1K +$890 +16 New