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Portillo's

Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Steph & Co
Wisconsin
$16K
GI
127
Gradient Investments
Minnesota
$15.6K +$2.6K +130 +16%
BWL
128
Bogart Wealth LLC
Virginia
$12K
PFG
129
Piershale Financial Group
Illinois
$11.4K +$14K +700 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$11K
HI
131
Harbour Investments
Wisconsin
$10.4K -$32K -1,596 -71%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$10K
WPA
133
West Paces Advisors
Georgia
$9.79K
MCC
134
Money Concepts Capital
Florida
$9.17K +$11.3K +562 New
AWM
135
Accurate Wealth Management
Florida
$9.02K +$10K +500 New
ASN
136
Advisory Services Network
Georgia
$7.02K +$8.61K +430 New
IGWM
137
ICA Group Wealth Management
Colorado
$6.98K +$8.41K +420 New
OSNBOA
138
Old Second National Bank of Aurora
Illinois
$6.79K -$15.4K -770 -65%
BAM
139
Belpointe Asset Management
Nevada
$6.66K +$8.17K +408 New
US Bancorp
140
US Bancorp
Minnesota
$5.19K -$1K -50 -14%
BC
141
Bartlett & Co
Ohio
$5K
BCWM
142
Bartlett & Co Wealth Management
Ohio
$4.9K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$4.9K
SPIA
144
Steward Partners Investment Advisory
New York
$4.67K -$11.1K -555 -66%
SIM
145
Studio Investment Management
Illinois
$4.37K +$361 +18 +7%
AF
146
Affiance Financial
Minnesota
$4.31K +$5.29K +264 New
HNWAG
147
High Net Worth Advisory Group
Florida
$4.08K
PA
148
PSI Advisors
Florida
$3.92K -$38.1K -1,900 -89%
NA
149
NewEdge Advisors
Louisiana
$3.62K -$5.41K -270 -1%
IA
150
IFP Advisors
Florida
$3K +$2K +100 New