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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$62.1K +$54.4K +361 New
S
352
SignatureFD
Georgia
$56.6K -$3.92K -26 -7%
AWM
353
Abound Wealth Management
Tennessee
$53.2K – – –
SPIA
354
Steward Partners Investment Advisory
New York
$48.2K +$25.6K +170 +155%
MEG
355
Millstone Evans Group
Colorado
$40.3K +$27.7K +184 +368%
Nomura Asset Management
356
Nomura Asset Management
Japan
$37.8K -$51.2K -340 -61%
AF
357
Allworth Financial
California
$37.2K -$14.9K -99 -31%
CYG
358
Clean Yield Group
Vermont
$34.4K – – –
PFBT
359
Parkside Financial Bank & Trust
Missouri
$33.9K +$3.92K +26 +15%
DFA
360
DHJJ Financial Advisors
Illinois
$30.4K – – –
BSB
361
Bangor Savings Bank
Maine
$30.3K – – –
TWD
362
True Wealth Design
Ohio
$30.1K +$3.92K +26 +17%
EWP
363
Elevation Wealth Partners
California
$29.2K +$21.7K +144 +554%
DMIC
364
Dixon Mitchell Investment Counsel
British Columbia, Canada
$28.9K -$68K -451 -92%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$28.9K – – –
PMFA
366
Plante Moran Financial Advisors
Michigan
$28.4K – – –
Mitsubishi UFJ Asset Management
367
Mitsubishi UFJ Asset Management
Japan
$26.8K – – –
CSPIA
368
Cary Street Partners Investment Advisory
Virginia
$26.7K -$301 -2 -1%
MO
369
McMillan Office
Michigan
$25.8K – – –
OPTFSNA
370
Old Point Trust & Financial Services N A
Virginia
$20.6K – – –
IAIM
371
International Assets Investment Management
Florida
$20.1K +$1.36K +9 +8%
SAM
372
Smartleaf Asset Management
Massachusetts
$19.6K – – –
PP
373
PFS Partners
New Jersey
$19.1K – – –
EWA
374
EverSource Wealth Advisors
Alabama
$18.6K -$38.9K -258 -70%
CT
375
Caldwell Trust
Florida
$18.2K – – –