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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
326
Jacobi Capital Management
Pennsylvania
$25K -$3.41K -20 -12%
QCG
327
Quadrant Capital Group
Ohio
$25K – – –
AFG
328
Albion Financial Group
Utah
$25K +$24.7K +145 New
RFWA
329
RPg Family Wealth Advisory
Massachusetts
$24.4K +$24K +141 New
AWA
330
Arkadios Wealth Advisors
Georgia
$20K – – –
BW
331
Bison Wealth
Georgia
$20K – – –
PCM
332
Peregrine Capital Management
Minnesota
$19K – – –
First Manhattan
333
First Manhattan
New York
$18K – – –
AA
334
Ancora Advisors
Ohio
$17K – – –
SWM
335
Sugarloaf Wealth Management
Georgia
$17K – – –
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$16K +$1.02K +6 +7%
NFG
337
Next Financial Group
Texas
$14K +$1.36K +8 +11%
FPW
338
Flagship Private Wealth
Massachusetts
$13K – – –
HNB
339
Huntington National Bank
Ohio
$13K -$5.45K -32 -30%
IRC
340
Investors Research Corp
Georgia
$12K – – –
CFA
341
Carroll Financial Associates
North Carolina
$10K -$1.88K -11 -15%
WT
342
Whittier Trust
California
$9K – – –
EI
343
Ellevest Inc
New York
$9K +$341 +2 +4%
Schroder Investment Management Group
344
Schroder Investment Management Group
United Kingdom
$8K -$6.82K -40 -47%
IAS
345
IMA Advisory Services
Colorado
$8K – – –
OCM
346
Orion Capital Management
California
$8K – – –
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
LSA
348
Leonteq Securities AG
Switzerland
$6.24K +$2.04K +12 +50%
ZB
349
Zions Bancorporation
Utah
$6K -$2.9K -17 -33%
HR
350
Howe & Rusling
New York
$6K – – –