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Portillo's

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$10.9K +520 New
BFEC
152
Benjamin F. Edwards & Company
Missouri
$11K -$2.1K -100 -17%
SIS
153
Sound Income Strategies
Florida
$10.7K +$10.5K +500 New
BAM
154
Belpointe Asset Management
Nevada
$9.51K +$777 +37 +9%
IGWM
155
ICA Group Wealth Management
Colorado
$8.97K
OSNBOA
156
Old Second National Bank of Aurora
Illinois
$8.89K
BCWM
157
Bartlett & Co Wealth Management
Ohio
$6.41K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$6.41K
IAIM
159
International Assets Investment Management
Florida
$6.41K +$6.3K +300 New
SPIA
160
Steward Partners Investment Advisory
New York
$6.11K
BC
161
Bartlett & Co
Ohio
$6K
SIM
162
Studio Investment Management
Illinois
$5.73K
PA
163
PSI Advisors
Florida
$5.13K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$4.42K +$3.3K +157 +314%
WTA
165
Washington Trust Advisors
Massachusetts
$4.38K +$966 +46 +29%
SIS
166
Strategic Investment Solutions
Illinois
$3.23K +$3.17K +151 New
CAM
167
ClariVest Asset Management
California
$3K +$2.48K +118 New
WP
168
WealthPLAN Partners
Nebraska
$2.93K +$2.88K +137 New
PA
169
Parallel Advisors
California
$2.78K +$2.73K +130 New
CFD
170
Creative Financial Designs
Indiana
$2.14K
IWP
171
IAG Wealth Partners
Wisconsin
$2.14K
SWM
172
Spire Wealth Management
Virginia
$2.14K
BAM
173
Bellevue Asset Management
Washington
$1.67K +$336 +16 +26%
QCG
174
Quadrant Capital Group
Ohio
$1.43K
CWA
175
Clearview Wealth Advisors
Oregon
$1.07K