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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
326
IAG Wealth Partners
Wisconsin
$1.48K
TLCM
327
Twin Lakes Capital Management
California
$1.17K
RTL
328
Red Tortoise LLC
Georgia
$1.15K
FHA
329
First Horizon Advisors
Tennessee
$1.09K
AssetMark Inc
330
AssetMark Inc
California
$1.06K
IBOK
331
Independence Bank of Kentucky
Kentucky
$927
CPA
332
Capital Performance Advisors
California
$908 +$799 +49 New
JWA
333
JFS Wealth Advisors
Pennsylvania
$872 +$33 +2 +4%
LC
334
Lindbrook Capital
California
$871 +$505 +31 +194%
FCAS
335
First Command Advisory Services
Texas
$871 +$766 +47 New
HWA
336
Heritage Wealth Advisors
Virginia
$834
S
337
Sachetta
Massachusetts
$816
LFG
338
Larson Financial Group
Missouri
$760
PTC
339
Private Trust Company
Ohio
$723
CAM
340
Creekmur Asset Management
Illinois
$686
MCM
341
Manchester Capital Management
Vermont
$649 +$342 +21 +150%
WSFS
342
Wilmington Savings Fund Society
Delaware
$575 +$505 +31 New
GEA
343
Glen Eagle Advisors
New Jersey
$556
YAL
344
Your Advocates Ltd
Texas
$538
SIC
345
SJS Investment Consulting
Ohio
$464
TCA
346
Trifecta Capital Advisors
Illinois
$427
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$353
RWM
348
Raffa Wealth Management
District of Columbia
$334
PK
349
Pflug Koory
Nebraska
$278 +$244 +15 New
MFG
350
Mendota Financial Group
Wisconsin
$242 +$212 +13 New