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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$414K -$416K -23,350 -49%
CH
277
Cromwell Holdings
Wyoming
$410K
IWM
278
IHT Wealth Management
Illinois
$404K +$31.1K +1,746 +8%
EWM
279
Empirical Wealth Management
Washington
$403K +$124K +6,957 +41%
GWM
280
Gibbs Wealth Management
Georgia
$389K +$225K +12,632 +123%
BTI
281
Blue Trust Inc
Georgia
$389K -$61.7K -3,466 -13%
AG
282
AlTi Global
New York
$388K +$203K +11,383 +99%
IAA
283
Independent Advisor Alliance
North Carolina
$387K +$47.3K +2,659 +13%
SFC
284
SYM Financial Corp
Indiana
$387K +$26K +1,459 +7%
JSAM
285
J. Safra Asset Management
New York
$381K +$399K +22,426 New
MHC
286
May Hill Capital
Massachusetts
$380K +$5.39K +303 +1%
MOS
287
MGO One Seven
Ohio
$374K -$20.2K -1,136 -5%
EWA
288
EP Wealth Advisors
California
$373K -$17K -953 -4%
KAS
289
Kestra Advisory Services
Texas
$369K -$478K -26,863 -55%
WCFA
290
Walkner Condon Financial Advisors
Wisconsin
$368K +$74.4K +4,180 +24%
AC
291
AXQ Capital
New Jersey
$363K +$381K +21,407 New
BJL
292
Brighton Jones LLC
Washington
$362K +$380K +21,353 New
S
293
Storgate
Texas
$360K +$378K +21,222 New
APM
294
a16z Perennial Management
California
$358K
AF
295
Allworth Financial
California
$356K +$86K +4,833 +30%
MFG
296
Merit Financial Group
Georgia
$352K +$62.6K +3,515 +20%
RA
297
Riversedge Advisors
Delaware
$348K +$11.5K +646 +3%
ATPW
298
Ashton Thomas Private Wealth
Arizona
$346K +$38.4K +2,156 +12%
LWPC
299
Legacy Wealth Partners (Colorado)
Colorado
$342K
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$342K +$30.6K +1,717 +9%