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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$61K
NFG
302
Next Financial Group
Texas
$59K +$8.03K +44 +17%
FHA
303
First Horizon Advisors
Tennessee
$57K +$5.66K +31 +12%
HFM
304
Harvest Fund Management
China
$54K
CT
305
Caldwell Trust
Florida
$49.8K
Fidelity Investments
306
Fidelity Investments
Massachusetts
$48K -$12M -65,584 -100%
CFGS
307
Concourse Financial Group Securities
Alabama
$48K -$2.92K -16 -6%
CYG
308
Clean Yield Group
Vermont
$39K
CP
309
Corbenic Partners
Pennsylvania
$39K
PA
310
Parallel Advisors
California
$38K +$5.66K +31 +19%
SPIA
311
Steward Partners Investment Advisory
New York
$38K +$9.85K +54 +39%
QCG
312
Quadrant Capital Group
Ohio
$36K +$7.3K +40 +28%
FFA
313
Freedman Financial Associates
Massachusetts
$35K +$32.8K +180 New
LSA
314
Leonteq Securities AG
Switzerland
$33.3K +$24.3K +133 +369%
Lazard Asset Management
315
Lazard Asset Management
New York
$32K
PMFA
316
Plante Moran Financial Advisors
Michigan
$32K
O
317
Ossiam
France
$32K +$30.1K +165 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$29K
RFWA
319
RPg Family Wealth Advisory
Massachusetts
$27.7K
PCM
320
Peregrine Capital Management
Minnesota
$22K
AFG
321
Albion Financial Group
Utah
$20K -$8.21K -45 -31%
BW
322
Bison Wealth
Georgia
$20K
First Manhattan
323
First Manhattan
New York
$20K
SC
324
Sierra Capital
Florida
$20K +$18.4K +101 New
SWM
325
Sugarloaf Wealth Management
Georgia
$19K