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Middleby

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Versant Capital Management
Arizona
$6K – – –
EARNEST Partners
352
EARNEST Partners
Georgia
$5K – – –
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
TFO
354
Tarbox Family Office
California
$5K – – –
TFM
355
TFC Financial Management
Massachusetts
$5K – – –
BCA
356
Berman Capital Advisors
Georgia
$5K +$511 +3 +10%
FF
357
FourThought Financial
Florida
$4K – – –
GAM
358
Gemmer Asset Management
California
$4K – – –
HI
359
Harbour Investments
Wisconsin
$4K – – –
SBL
360
Sargent Bickham Lagudis
Colorado
$4K – – –
MAM
361
Meeder Asset Management
Ohio
$4K +$170 +1 +5%
FPS
362
Fieldpoint Private Securities
Connecticut
$3K – – –
GKIM
363
GW&K Investment Management
Massachusetts
$3K – – –
SWM
364
Spire Wealth Management
Virginia
$3K – – –
S
365
SignatureFD
Georgia
$3K +$511 +3 +20%
PWMG
366
Prestige Wealth Management Group
New Jersey
$2K – – –
SSB
367
Sandy Spring Bank
Maryland
$2K – – –
RWM
368
Raffa Wealth Management
District of Columbia
$1.39K – – –
BWM
369
Baystate Wealth Management
Massachusetts
$1K – – –
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TFA
371
Transamerica Financial Advisors
Florida
$1K +$170 +1 New
EBA
372
Eagle Bay Advisors
New York
$1K +$511 +3 New
FMP
373
Financial Management Professionals
Texas
$1K +$511 +3 New
CFO
374
CVA Family Office
Colorado
$1K +$1.02K +6 New
BCM
375
Bares Capital Management
Texas
– -$39.5M -238,020 Closed