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MasterBrand

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Park Capital Management
Wisconsin
$109K +$90.4K +10,587 New
KWIA
202
Kinetic Wealth Investment Advisors
Ohio
$107K +$88.7K +10,387 New
BIG
203
Brookwood Investment Group
Arizona
$103K +$85.4K +10,000 New
FAM
204
Fulcrum Asset Management
United Kingdom
$99.2K +$84.2K +9,860 New
SPIA
205
Steward Partners Investment Advisory
New York
$96.3K +$24.9K +2,921 +45%
ETS
206
ESL Trust Services
New York
$92.8K – – –
PAP
207
Persistent Asset Partners
Hong Kong
$89.6K +$74.4K +8,709 New
PWPS
208
Pinnacle Wealth Planning Services
Ohio
$77.4K +$61.9K +7,250 +2,685%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$76.3K -$11.5K -1,350 -15%
MO
210
McMillan Office
Michigan
$75.4K -$2.85K -334 -4%
TRCT
211
Tower Research Capital (TRC)
New York
$74.5K -$51.8K -6,068 -46%
GRP
212
Global Retirement Partners
California
$73.4K +$60.9K +7,137 New
TCOV
213
Trust Company of Vermont
Vermont
$64.3K +$53.4K +6,250 New
CIAM
214
Caitong International Asset Management
Hong Kong
$64.3K -$68.5K -8,019 -56%
BC
215
Bayforest Capital
United Kingdom
$62.6K +$51.9K +6,080 New
KBC Group
216
KBC Group
Belgium
$60K – – –
HNB
217
Huntington National Bank
Ohio
$59.2K -$854 -100 -2%
AP
218
Atwood & Palmer
Missouri
$52.3K – – –
Jones Financial Companies
219
Jones Financial Companies
Missouri
$43.7K +$324 +38 +0.9%
SCM
220
Sterling Capital Management
North Carolina
$42.2K -$956 -112 -3%
GI
221
GAMMA Investing
California
$41.4K -$2.6K -304 -7%
NAS
222
Nykredit A/S
Denmark
$39.8K +$33K +3,864 New
AIM
223
Axiom Investment Management
New York
$36K – – –
FFA
224
Farther Finance Advisors
California
$35.8K +$6.05K +709 +25%
EWM
225
Evermay Wealth Management
Virginia
$34.5K +$28.6K +3,354 New