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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$28K – – –
BCWM
302
Bartlett & Co Wealth Management
Ohio
$27.7K – – –
JCM
303
Jacobi Capital Management
Pennsylvania
$27K – – –
PMFA
304
Plante Moran Financial Advisors
Michigan
$27K +$24.3K +165 New
QCG
305
Quadrant Capital Group
Ohio
$24K – – –
BW
306
Bison Wealth
Georgia
$20K +$2.99M +20,314 New
AWA
307
Arkadios Wealth Advisors
Georgia
$19K – – –
HNB
308
Huntington National Bank
Ohio
$18K -$1.32K -9 -8%
PCM
309
Peregrine Capital Management
Minnesota
$18K – – –
AA
310
Ancora Advisors
Ohio
$17K -$3.68K -25 -20%
First Manhattan
311
First Manhattan
New York
$17K – – –
SWM
312
Sugarloaf Wealth Management
Georgia
$16K – – –
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
$14K -$31.7K -215 -72%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$14K +$1.62K +11 +15%
NFG
315
Next Financial Group
Texas
$13K +$10.6K +72 +1,800%
FPW
316
Flagship Private Wealth
Massachusetts
$12.3K – – –
CFA
317
Carroll Financial Associates
North Carolina
$12K – – –
IRC
318
Investors Research Corp
Georgia
$12K – – –
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$12K +$11K +75 New
SFS
320
Sowell Financial Services
Arkansas
$9K -$2.06K -14 -23%
EI
321
Ellevest Inc
New York
$9K -$147 -1 -2%
SPIA
322
Steward Partners Investment Advisory
New York
$8.62K -$33.1K -225 -81%
IAS
323
IMA Advisory Services
Colorado
$8K – – –
OCM
324
Orion Capital Management
California
$8K – – –
WT
325
Whittier Trust
California
$8K – – –