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First United

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$1.1K +$1.11K +30 New
UBS AM
77
UBS AM
Illinois
$1.1K +$1.11K +30 New
EA
78
Evergreen Advisors
Tennessee
$843 +$855 +23 New
EP
79
Essential Partners
California
$403 -$37 -1 -8%
FFA
80
Farther Finance Advisors
California
$331 -$149 -4 -31%
AF
81
Allworth Financial
California
$294 +$111 +3 +60%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$220
EWA
83
EverSource Wealth Advisors
Alabama
$184 +$111 +3 +150%
RIL
84
Rothschild Investment LLC
Illinois
$183 +$111 +3 +150%
MCM
85
MAI Capital Management
Ohio
$110
RFP
86
Root Financial Partners
California
$110 +$111 +3 New
IA
87
IFP Advisors
Florida
$37
FL
88
Fourthstone LLC
Missouri
-$1.4M -37,500 Closed
Jane Street
89
Jane Street
New York
-$501K -13,389 Closed
Two Sigma Advisers
90
Two Sigma Advisers
New York
-$468K -12,500 Closed
AQR Capital Management
91
AQR Capital Management
Connecticut
-$215K -5,731 Closed
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
-$202K -5,400 Closed
KAS
93
Kestra Advisory Services
Texas
-$38K -1,016 Closed
WT
94
Whittier Trust
California
-$14K -375 Closed
AB
95
Amalgamated Bank
New York
-$7K -189 Closed
C
96
Covestor
United Kingdom
-$111 -3 -38%