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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$401 – – –
OCWP
327
Owl Creek Wealth Partners
Colorado
$371 – – –
IPS
328
Investors Portfolio Services
Washington
$360 +$299 +35 New
GEA
329
Glen Eagle Advisors
New Jersey
$309 – – –
AWM
330
Aberdeen Wealth Management
Illinois
$309 +$256 +30 New
YAL
331
Your Advocates Ltd
Texas
$298 – – –
AssetMark Inc
332
AssetMark Inc
California
$247 -$60 -7 -23%
AAS
333
Ameritas Advisory Services
Nebraska
$237 +$196 +23 New
GWM
334
Gilpin Wealth Management
Colorado
$237 +$196 +23 New
PWMG
335
Prestige Wealth Management Group
New Jersey
$186 – – –
APFP
336
Action Point Financial Planning
Michigan
$154 +$145 +17 New
SS
337
SBI Securities
Japan
$123 +$43 +5 +71%
AWM
338
Abound Wealth Management
Tennessee
$103 – – –
AT
339
Arlington Trust
Alabama
$103 – – –
TPCW
340
TD Private Client Wealth
New York
$93 – – –
DCM
341
Davis Capital Management
Florida
$93 +$77 +9 New
MWM
342
Mosley Wealth Management
California
$82 +$68 +8 New
TWD
343
True Wealth Design
Ohio
$52 +$43 +5 New
JWA
344
JFS Wealth Advisors
Pennsylvania
$42 -$350 -41 -91%
SC
345
SouthState Corp
Florida
$31 – – –
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$21 -$51 -6 -75%
Boston Partners
347
Boston Partners
Massachusetts
– -$55.9M -6,727,552 Closed
AMH
348
Apollo Management Holdings
New York
– -$21.9M -2,638,219 Closed
NC
349
Nixon Capital
Texas
– -$13.7M -1,649,501 Closed
DAM
350
Decagon Asset Management
United Kingdom
– -$12.9M -1,546,997 Closed