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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
HR
301
Howe & Rusling
New York
$57K -$12.8K -105 -20%
PA
302
Parallel Advisors
California
$57K – – –
FPFS
303
First Personal Financial Services
North Carolina
$57K +$11.5K +94 +29%
GFP
304
Gryphon Financial Partners
Ohio
$56K +$51.1K +418 New
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$54K – – –
SIAS
306
Shine Investment Advisory Services
Colorado
$51K -$5.26K -43 -10%
EA
307
Edge Advisors
Georgia
$51K – – –
IWP
308
Icon Wealth Partners
Texas
$50K +$45.8K +374 New
SIM
309
Sonora Investment Management
Arizona
$40.5K – – –
GT
310
Greenleaf Trust
Michigan
$40K – – –
TF
311
Tompkins Financial
New York
$40K – – –
LCM
312
Liberty Capital Management
Michigan
$37K – – –
1832 Asset Management
313
1832 Asset Management
Ontario, Canada
$36K – – –
PMFA
314
Plante Moran Financial Advisors
Michigan
$36K – – –
SPIA
315
Steward Partners Investment Advisory
New York
$35K -$19.1K -156 -37%
HNB
316
Huntington National Bank
Ohio
$35K -$17.3K -141 -35%
CAW
317
Cornerstone Advisors (Washington)
Washington
$35K – – –
SSB
318
Sandy Spring Bank
Maryland
$35K – – –
VIA
319
Vantage Investment Advisors
Pennsylvania
$34K – – –
CA
320
Crewe Advisors
Utah
$33K +$29.5K +241 New
DBT
321
Dubuque Bank & Trust
Iowa
$32K – – –
HIIFS
322
Harel Insurance Investments & Financial Services
Israel
$32K +$20.2K +165 +236%
TCOV
323
Trust Company of Vermont
Vermont
$29K -$4.89K -40 -16%
APA
324
American Portfolios Advisors
New York
$28.7K +$26.1K +213 New
MOS
325
MGO One Seven
Ohio
$27K +$24.7K +202 New