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Whirlpool

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
651
West Financial Advisors
Iowa
$2K – – –
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$2K +$608 +3 +27%
LC
653
Lindbrook Capital
California
$2K +$811 +4 +67%
BCMLT
654
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2.03K +10 New
BAM
655
Byrne Asset Management
New Jersey
$2K +$2.03K +10 New
DI
656
Disciplined Investments
Oklahoma
$2K +$2.63K +13 New
AWM
657
Atticus Wealth Management
Florida
$2K +$2.84K +14 New
RWM
658
Raffa Wealth Management
District of Columbia
$1.73K – – –
TAM
659
Tucker Asset Management
Colorado
$1.55K +$1.82K +9 New
SWA
660
Sutton Wealth Advisors
Florida
$1.04K -$1.22K -6 -50%
TFO
661
Tarbox Family Office
California
$1K -$3.85K -19 -79%
BA
662
Bellwether Advisors
Nebraska
$1K – – –
MSFP
663
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
PWMG
664
Prestige Wealth Management Group
New Jersey
$1K – – –
SC
665
Sierra Capital
Florida
$1K – – –
S
666
Surevest
California
$1K – – –
SIS
667
Sound Income Strategies
Florida
$1K +$608 +3 New
BONH
668
Bank of New Hampshire
New Hampshire
$1K +$1.62K +8 New
SIC
669
SJS Investment Consulting
Ohio
$1K +$1.82K +9 New
CT
670
Caldwell Trust
Florida
$864 – – –
WPA
671
West Paces Advisors
Georgia
$864 +$1.01K +5 New
WIM
672
Westside Investment Management
California
$533 – – –
IP
673
Interval Partners
New York
– -$9.51M -40,514 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
674
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$9.45M -40,271 Closed
LSA
675
L & S Advisors
California
– -$5.38M -22,914 Closed