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Middleby

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