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Middleby
MIDD

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
326
Clean Yield Group
Vermont
$22K – – –
ASN
327
Advisory Services Network
Georgia
$21K -$116K -1,015 -84%
TPWA
328
TRUE Private Wealth Advisors
Oregon
$20K +$21K +183 New
BCWM
329
Bartlett & Co Wealth Management
Ohio
$18.3K – – –
SFS
330
Sowell Financial Services
Arkansas
$18K -$115 -1 -0.6%
PA
331
Parallel Advisors
California
$17K -$688 -6 -4%
WTC
332
WhitTier Trust Company
Nevada
$16K – – –
CIA
333
CSat Investment Advisory
Michigan
$16K +$2.06K +18 +14%
RFWA
334
RPg Family Wealth Advisory
Massachusetts
$15.4K – – –
SF
335
Synovus Financial
Georgia
$14K +$1.38K +12 +10%
OPS
336
Orion Portfolio Solutions
Nebraska
$14K +$14.8K +129 New
EWM
337
EPG Wealth Management
Georgia
$13K +$13.8K +120 New
CFB
338
Cullen/Frost Bankers
Texas
$12K – – –
PCM
339
Peregrine Capital Management
Minnesota
$12K – – –
TCOV
340
Trust Company of Vermont
Vermont
$12K – – –
LWA
341
Lenox Wealth Advisors
New York
$11K -$8.61K -75 -42%
SWM
342
Sugarloaf Wealth Management
Georgia
$11K +$11K +96 New
CFGS
343
Concourse Financial Group Securities
Alabama
$9K -$30.3K -264 -76%
GRP
344
Global Retirement Partners
California
$9K -$2.87K -25 -24%
LF
345
Lee Financial
Texas
$9K – – –
MAM
346
Meeder Asset Management
Ohio
$9K – – –
EI
347
Ellevest Inc
New York
$9K +$9.41K +82 New
SAM
348
S.A. Mason
Michigan
$9K +$9.75K +85 New
CFA
349
Carroll Financial Associates
North Carolina
$8K -$344 -3 -4%
IRC
350
Investors Research Corp
Georgia
$8K – – –
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14
15 16