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Customers Bancorp
CUBI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
251
Arax Advisory Partners
Colorado
$14.5K +$8.55K +113 +161%
UB
252
UMB Bank
Missouri
$13K +$832 +11 +7%
EWA
253
EverSource Wealth Advisors
Alabama
$12.1K -$756 -10 -6%
CTA
254
Colonial Trust Advisors
South Carolina
$11.5K +$11K +145 New
HHCP
255
Hilton Head Capital Partners
South Carolina
$9.33K -$3.1K -41 -26%
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$7.99K – – –
FFO
257
Fortitude Family Office
Arizona
$7.83K – – –
VR
258
Vision Retirement
New Jersey
$7.51K – – –
QL
259
Quarry LP
New York
$7.36K +$1.66K +22 +31%
S
260
SignatureFD
Georgia
$7.2K -$1.89K -25 -22%
SC
261
SouthState Corp
Florida
$7.12K – – –
JWM
262
JPL Wealth Management
Colorado
$5.62K -$378 -5 -7%
RIL
263
Rothschild Investment LLC
Illinois
$4.43K – – –
SIC
264
SJS Investment Consulting
Ohio
$4.27K +$4.08K +54 New
CT
265
Colonial Trust
South Carolina
$3.94K – – –
PWA
266
Physician Wealth Advisors
Utah
$2.77K – – –
AW
267
Avion Wealth
Texas
$2K – – –
KFAS
268
Keating Financial Advisory Services
Kansas
$1.98K -$76 -1 -4%
BWL
269
Bogart Wealth LLC
Virginia
$1.82K +$1.74K +23 New
BFS
270
Bare Financial Services
Pennsylvania
$1.74K – – –
CFB
271
Cullen/Frost Bankers
Texas
$1.74K – – –
VWA
272
Valued Wealth Advisors
Utah
$1.66K +$1.59K +21 New
TAP
273
Tounjian Advisory Partners
Florida
$1.5K +$1.44K +19 New
WIM
274
Westside Investment Management
California
$1.42K – – –
CMA
275
Cedar Mountain Advisors
Oregon
$1.34K – – –
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