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Customers Bancorp
CUBI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
251
Hughes Financial Services
Virginia
$15.8K +$76 +1 +0.5%
AAP
252
Arax Advisory Partners
Colorado
$14.5K +$8.55K +113 +161%
UB
253
UMB Bank
Missouri
$13K +$832 +11 +7%
EWA
254
EverSource Wealth Advisors
Alabama
$12.1K -$756 -10 -6%
CTA
255
Colonial Trust Advisors
South Carolina
$11.5K +$11K +145 New
HHCP
256
Hilton Head Capital Partners
South Carolina
$9.33K -$3.1K -41 -26%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$7.99K – – –
FFO
258
Fortitude Family Office
Arizona
$7.83K – – –
VR
259
Vision Retirement
New Jersey
$7.51K – – –
QL
260
Quarry LP
New York
$7.36K +$1.66K +22 +31%
S
261
SignatureFD
Georgia
$7.2K -$1.89K -25 -22%
SC
262
SouthState Corp
Florida
$7.12K – – –
JWM
263
JPL Wealth Management
Colorado
$5.62K -$378 -5 -7%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$4.98K – – –
RIL
265
Rothschild Investment LLC
Illinois
$4.43K – – –
SIC
266
SJS Investment Consulting
Ohio
$4.27K +$4.08K +54 New
CT
267
Colonial Trust
South Carolina
$3.94K – – –
PWA
268
Physician Wealth Advisors
Utah
$2.77K – – –
AW
269
Avion Wealth
Texas
$2K – – –
KFAS
270
Keating Financial Advisory Services
Kansas
$1.98K -$76 -1 -4%
BWL
271
Bogart Wealth LLC
Virginia
$1.82K +$1.74K +23 New
BFS
272
Bare Financial Services
Pennsylvania
$1.74K – – –
CFB
273
Cullen/Frost Bankers
Texas
$1.74K – – –
VWA
274
Valued Wealth Advisors
Utah
$1.66K +$1.59K +21 New
TAP
275
Tounjian Advisory Partners
Florida
$1.5K +$1.44K +19 New
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