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Middleby
MIDD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
326
Wolff Wiese Magana
California
$20.7K +$20K +149 New
PA
327
Parallel Advisors
California
$19.8K +$8.6K +64 +82%
NS
328
NBC Securities
Alabama
$19K – – –
AF
329
Allworth Financial
California
$18.6K -$1.07K -8 -6%
MIFH
330
Migdal Insurance & Financial Holdings
Israel
$17K +$16K +119 New
AWM
331
Abound Wealth Management
Tennessee
$16.7K – – –
OPTFSNA
332
Old Point Trust & Financial Services N A
Virginia
$16.7K – – –
PCMC
333
Planning Capital Management Corporation
Pennsylvania
$16.7K +$16.1K +120 New
PCM
334
Peregrine Capital Management
Minnesota
$15.3K – – –
IAIM
335
International Assets Investment Management
Florida
$15K – – –
BSB
336
Bangor Savings Bank
Maine
$13.9K – – –
LC
337
Lindbrook Capital
California
$13.9K +$5.64K +42 +72%
IA
338
IFP Advisors
Florida
$13.8K -$3.36K -25 -20%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$2.28K +17 +21%
SWM
340
Sugarloaf Wealth Management
Georgia
$13.4K – – –
TC
341
Trust Company
Kansas
$12.5K – – –
PGAM
342
Princeton Global Asset Management
New Jersey
$12.4K – – –
SPIA
343
Steward Partners Investment Advisory
New York
$12.4K +$2.55K +19 +27%
SIS
344
Sound Income Strategies
Florida
$12.1K +$6.04K +45 +107%
PP
345
PFS Partners
New Jersey
$11.8K – – –
IRC
346
Investors Research Corp
Georgia
$9.74K – – –
CA
347
Clearstead Advisors
Ohio
$9.18K +$8.87K +66 New
SWM
348
Spire Wealth Management
Virginia
$9.04K – – –
EWA
349
EverSource Wealth Advisors
Alabama
$8.63K – – –
SAM
350
Smartleaf Asset Management
Massachusetts
$8.36K +$5.24K +39 +195%
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14
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