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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Abound Wealth Management
Tennessee
$312 +$269 +21 New
BGAI
327
Bruce G. Allen Investments
Colorado
$312 +$269 +21 New
SIC
328
SJS Investment Consulting
Ohio
$297 – – –
PWMG
329
Prestige Wealth Management Group
New Jersey
$268 – – –
RWM
330
Raffa Wealth Management
District of Columbia
$267 – – –
LC
331
Lindbrook Capital
California
$238 -$192 -15 -48%
GWS
332
Glassman Wealth Services
Virginia
$208 – – –
PCMC
333
Planning Capital Management Corporation
Pennsylvania
$164 +$141 +11 New
GFPC
334
Global Financial Private Client
Florida
$149 – – –
GBT
335
Grove Bank & Trust
Florida
$149 – – –
PP
336
PFS Partners
New Jersey
$149 – – –
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$149 +$128 +10 New
WPA
338
West Paces Advisors
Georgia
$134 – – –
SWM
339
Sugarloaf Wealth Management
Georgia
$119 – – –
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$45 – – –
CJ
341
Caitlin John
Michigan
$15 +$13 +1 New
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
– -$11.7M -961,581 Closed
Federated Hermes
343
Federated Hermes
Pennsylvania
– -$7.07M -581,819 Closed
TP
344
Thunderbird Partners
United Kingdom
– -$6.35M -522,547 Closed
Walleye Capital
345
Walleye Capital
New York
– -$1.81M -149,100 Closed
OQS
346
Occudo Quantitative Strategies
Florida
– -$1.21M -99,715 Closed
EI
347
EAM Investors
California
– -$1.16M -95,404 Closed
NEI
348
Northwest & Ethical Investments
Ontario, Canada
– -$860K -70,784 Closed
SEI Investments
349
SEI Investments
Pennsylvania
– -$387K -31,850 Closed
GCM
350
Graham Capital Management
Connecticut
– -$292K -24,013 Closed