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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$57K +$2.4K +20 +5%
WT
302
Whittier Trust
California
$57K +$6.12K +51 +13%
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$52K – – –
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$45K -$6.72K -56 -14%
SIM
305
Sonora Investment Management
Arizona
$39K – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$34K – – –
TF
307
Tompkins Financial
New York
$34K – – –
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$34K +$13K +108 +123%
FANJ
309
Financial Architects (New Jersey)
New Jersey
$33K +$3.48K +29 +13%
IWP
310
Icon Wealth Partners
Texas
$33K +$30.4K +253 New
MIM
311
MetLife Investment Management
New Jersey
$29.5K +$18K +150 +200%
ASN
312
Advisory Services Network
Georgia
$29K -$13.1K -109 -33%
CYG
313
Clean Yield Group
Vermont
$26K – – –
WTC
314
WhitTier Trust Company
Nevada
$25K – – –
CFA
315
Carroll Financial Associates
North Carolina
$24K +$14.6K +122 +185%
QT
316
Quantbot Technologies
New York
$22K +$20.4K +170 New
HNB
317
Huntington National Bank
Ohio
$21K -$4.08K -34 -18%
LWA
318
Lenox Wealth Advisors
New York
$21K +$6.12K +51 +46%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$20.4K -$3.84K -32 -17%
PA
320
Parallel Advisors
California
$20K – – –
RFWA
321
RPg Family Wealth Advisory
Massachusetts
$18.3K – – –
SF
322
Synovus Financial
Georgia
$16K -$3.12K -26 -17%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
GRP
324
Global Retirement Partners
California
$14K – – –
PCM
325
Peregrine Capital Management
Minnesota
$14K – – –