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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Washington Trust
Rhode Island
$2.33K -$959 -100 -33%
GCM
302
Gables Capital Management
Florida
$2.33K
FFA
303
Farther Finance Advisors
California
$2.08K -$38 -4 -2%
PTC
304
Private Trust Company
Ohio
$2.02K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$1.88K -$873 -91 -36%
AAG
306
Armstrong Advisory Group
Massachusetts
$1.86K +$1.53K +160 New
CT
307
Colonial Trust
South Carolina
$1.75K
TF
308
TimeScale Financial
Massachusetts
$1.62K
AWM
309
AllSquare Wealth Management
New York
$1.61K
First Manhattan
310
First Manhattan
New York
$1.56K -$18.1K -1,888 -93%
PMFA
311
Plante Moran Financial Advisors
Michigan
$1.56K
BWAM
312
Boyd Watterson Asset Management
Ohio
$1.43K
SC
313
SouthState Corp
Florida
$1.42K
SWA
314
SOA Wealth Advisors
New York
$1.31K
HS
315
Horan Securities
United States
$1.28K +$422 +44 +67%
NSIM
316
North Star Investment Management
Illinois
$1.27K
WWM
317
Wolff Wiese Magana
California
$1.16K -$633 -66 -40%
CFO
318
CVA Family Office
Colorado
$1.16K
CAL
319
Capital Advisors Ltd
Ohio
$1K
Bessemer Group
320
Bessemer Group
New Jersey
$1K +$1.09K +114 New
BBHC
321
Brown Brothers Harriman & Co
New York
$965 -$58 -6 -7%
VWM
322
Venturi Wealth Management
Texas
$943 +$777 +81 New
IWP
323
IAG Wealth Partners
Wisconsin
$930
TLCM
324
Twin Lakes Capital Management
California
$733
RTL
325
Red Tortoise LLC
Georgia
$721