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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
351
Integrated Wealth Concepts
Massachusetts
$55.5K +$48.7K +323 New
AWM
352
Abound Wealth Management
Tennessee
$53.2K
SPIA
353
Steward Partners Investment Advisory
New York
$48.2K +$25.6K +170 +155%
MEG
354
Millstone Evans Group
Colorado
$40.3K +$27.7K +184 +368%
Nomura Asset Management
355
Nomura Asset Management
Japan
$37.8K -$51.2K -340 -61%
AF
356
Allworth Financial
California
$37.2K -$14.9K -99 -31%
CYG
357
Clean Yield Group
Vermont
$34.4K
DFA
358
DHJJ Financial Advisors
Illinois
$30.4K
BSB
359
Bangor Savings Bank
Maine
$30.3K
TWD
360
True Wealth Design
Ohio
$30.1K +$3.92K +26 +17%
EWP
361
Elevation Wealth Partners
California
$29.2K +$21.7K +144 +554%
DMIC
362
Dixon Mitchell Investment Counsel
British Columbia, Canada
$28.9K -$68K -451 -92%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$28.9K
PMFA
364
Plante Moran Financial Advisors
Michigan
$28.4K
Mitsubishi UFJ Asset Management
365
Mitsubishi UFJ Asset Management
Japan
$26.8K
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$26.7K -$301 -2 -1%
MO
367
McMillan Office
Michigan
$25.8K
OPTFSNA
368
Old Point Trust & Financial Services N A
Virginia
$20.6K
IAIM
369
International Assets Investment Management
Florida
$20.1K +$1.36K +9 +8%
SAM
370
Smartleaf Asset Management
Massachusetts
$19.6K
PP
371
PFS Partners
New Jersey
$19.1K
EWA
372
EverSource Wealth Advisors
Alabama
$18.6K -$38.9K -258 -70%
VC
373
Vestor Capital
Illinois
$18.5K +$21.6M +143,277 +14,328%
CT
374
Caldwell Trust
Florida
$18.2K
FHC
375
First Horizon Corporation
Tennessee
$17.9K