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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
301
Annis Gardner Whiting Capital Advisors
Florida
$1.57K – – –
NSIM
302
North Star Investment Management
Illinois
$1.49K -$115 -9 -8%
AssetMark Inc
303
AssetMark Inc
California
$1.49K +$1.28K +100 New
CFO
304
CVA Family Office
Colorado
$1.49K +$1.28K +100 New
FFO
305
Fortitude Family Office
Arizona
$1.34K +$1.15K +90 New
PWMG
306
Private Wealth Management Group
New Jersey
$1.34K +$1.15K +90 New
SL
307
Salomon & Ludwin
Virginia
$1.31K – – –
PS
308
Planned Solutions
California
$1.26K +$1.09K +85 New
SC
309
SouthState Corp
Florida
$1.25K -$487 -38 -31%
BBHC
310
Brown Brothers Harriman & Co
New York
$1.23K – – –
VWM
311
Venturi Wealth Management
Texas
$1.2K +$1.04K +81 New
IWP
312
IAG Wealth Partners
Wisconsin
$1.19K – – –
CAL
313
Capital Advisors Ltd
Ohio
$1K – – –
TLCM
314
Twin Lakes Capital Management
California
$936 – – –
RTL
315
Red Tortoise LLC
Georgia
$921 – – –
JWA
316
JFS Wealth Advisors
Pennsylvania
$669 – – –
HWA
317
Heritage Wealth Advisors
Virginia
$668 – – –
TC
318
Truvestments Capital
Florida
$594 – – –
AF
319
Advisornet Financial
Minnesota
$505 – – –
BWM
320
Baystate Wealth Management
Massachusetts
$475 – – –
GEA
321
Glen Eagle Advisors
New Jersey
$446 – – –
YAL
322
Your Advocates Ltd
Texas
$431 – – –
JFA
323
JNBA Financial Advisors
Minnesota
$372 – – –
TCA
324
Trifecta Capital Advisors
Illinois
$342 – – –
ZB
325
Zions Bancorporation
Utah
$327 – – –