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Portillo's

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
126
West Paces Advisors
Georgia
$11.8K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$11K +$5.52K +251 +88%
PA
128
Parallel Advisors
California
$10K
US Bancorp
129
US Bancorp
Minnesota
$7K -$6.91K -314 -46%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$6K -$220 -10 -3%
BC
131
Bartlett & Co
Ohio
$6K
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
BCWM
133
Bartlett & Co Wealth Management
Ohio
$5.91K
HNWAG
134
High Net Worth Advisory Group
Florida
$5K
S
135
SignatureFD
Georgia
$5K
ECM
136
Estabrook Capital Management
New York
$4.92K
SIM
137
Studio Investment Management
Illinois
$4.92K
SAM
138
Strategic Asset Management
Minnesota
$4K +$132 +6 +3%
WTA
139
Washington Trust Advisors
Massachusetts
$3K
SWM
140
Spire Wealth Management
Virginia
$2K -$19.8K -900 -90%
CFD
141
Creative Financial Designs
Indiana
$2K
PAI
142
Pittenger & Anderson Inc
Nebraska
$2K
AF
143
Allworth Financial
California
$2K +$1.87K +85 New
IWP
144
IAG Wealth Partners
Wisconsin
$2K +$2.2K +100 New
RWM
145
Raffa Wealth Management
District of Columbia
$1.48K
BAM
146
Bellevue Asset Management
Washington
$1K
CWA
147
Clearview Wealth Advisors
Oregon
$1K
PMFA
148
Plante Moran Financial Advisors
Michigan
$1K
GRP
149
Global Retirement Partners
California
$1K +$1.06K +48 New
GCM
150
Ghisallo Capital Management
Massachusetts
-$1.64M -100,000 Closed