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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$44K +$30.9K +171 +204%
FHA
302
First Horizon Advisors
Tennessee
$44K +$46.8K +259 New
CT
303
Caldwell Trust
Florida
$43.1K – – –
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$41K +$27.7K +153 +170%
CYG
305
Clean Yield Group
Vermont
$34K – – –
CP
306
Corbenic Partners
Pennsylvania
$34K – – –
BCWM
307
Bartlett & Co Wealth Management
Ohio
$28.5K – – –
BC
308
Bartlett & Co
Ohio
$28K – – –
PMFA
309
Plante Moran Financial Advisors
Michigan
$28K – – –
PA
310
Parallel Advisors
California
$27K – – –
Lazard Asset Management
311
Lazard Asset Management
New York
$27K +$29.5K +163 New
NICM
312
Neo Ivy Capital Management
New York
$27K +$62K +343 New
AFG
313
Albion Financial Group
Utah
$25K – – –
JCM
314
Jacobi Capital Management
Pennsylvania
$25K – – –
QCG
315
Quadrant Capital Group
Ohio
$25K +$542 +3 +2%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$25K +$21.5K +119 +410%
RFWA
317
RPg Family Wealth Advisory
Massachusetts
$24K – – –
SPIA
318
Steward Partners Investment Advisory
New York
$23K -$2.53K -14 -9%
BW
319
Bison Wealth
Georgia
$20K – – –
PCM
320
Peregrine Capital Management
Minnesota
$19K – – –
First Manhattan
321
First Manhattan
New York
$18K – – –
CFA
322
Cahill Financial Advisors
Minnesota
$18K +$18.8K +104 New
SWM
323
Sugarloaf Wealth Management
Georgia
$16K – – –
MA
324
MUFG Americas
New York
$14K +$14.6K +81 New
NIPH
325
NN Investment Partners Holdings
Netherlands
$14K +$15.4K +85 New