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Bankunited

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$18.1K
BTI
277
Blue Trust Inc
Georgia
$18K +$17.5K +372 New
JWM
278
JPL Wealth Management
Colorado
$16.4K
Corient Private Wealth
279
Corient Private Wealth
Florida
$14.9K
APFP
280
Action Point Financial Planning
Michigan
$14.1K +$13.7K +291 New
BFS
281
Bare Financial Services
Pennsylvania
$14K +$6.12K +130 +82%
CAL
282
Capital Advisors Ltd
Ohio
$14K
FFO
283
Fortitude Family Office
Arizona
$13.4K +$3.06K +65 +31%
SIC
284
SJS Investment Consulting
Ohio
$12.2K +$10.7K +228 +991%
KFAS
285
Keating Financial Advisory Services
Kansas
$12K +$47 +1 +0.4%
GIA
286
GHP Investment Advisors
Colorado
$11.6K
S
287
SignatureFD
Georgia
$11.4K
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.35K +$8.09K +172 New
CFO
289
CVA Family Office
Colorado
$7.8K +$3.67K +78 +94%
SHIM
290
Stone House Investment Management
Pennsylvania
$6.98K +$94 +2 +1%
BWA
291
Basecamp Wealth Advisors
Washington
$6.59K -$3.48K -74 -35%
SWA
292
SOA Wealth Advisors
New York
$5.75K +$47 +1 +0.8%
JWA
293
JFS Wealth Advisors
Pennsylvania
$5.57K +$470 +10 +10%
PWA
294
Physician Wealth Advisors
Utah
$5.23K +$517 +11 +11%
PMAM
295
Picton Mahoney Asset Management
Ontario, Canada
$4.84K +$3.2K +68 +213%
QL
296
Quarry LP
New York
$4.36K -$53.7K -1,141 -93%
OCWP
297
Owl Creek Wealth Partners
Colorado
$4.36K
PTC
298
Private Trust Company
Ohio
$3.49K
BBHC
299
Brown Brothers Harriman & Co
New York
$3.39K
VWA
300
Valued Wealth Advisors
Utah
$2.71K +$2.63K +56 New