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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
301
Wallace Advisory Group
California
$131K
FA
302
Fountainhead AM
New Jersey
$130K
Jones Financial Companies
303
Jones Financial Companies
Missouri
$128K +$82.2K +7,790 +161%
9WM
304
9258 Wealth Management
Ohio
$126K -$49.8K -4,720 -28%
S
305
Sunpointe
Missouri
$124K
AP
306
Adero Partners
California
$124K +$15.3K +1,448 +14%
MNBTD
307
Moody National Bank Trust Division
Texas
$122K +$127K +12,005 New
PSP
308
Principal Street Partners
Tennessee
$121K
BJL
309
Brighton Jones LLC
Washington
$120K +$5.96K +565 +5%
WPW
310
Waldron Private Wealth
Pennsylvania
$120K +$10.2K +968 +9%
SCTC
311
Sanibel Captiva Trust Company
Florida
$119K
ISWM
312
Independent Solutions Wealth Management
New York
$118K
MOS
313
MGO One Seven
Ohio
$116K -$195K -18,510 -62%
AWS
314
Atria Wealth Solutions
New York
$111K -$5.53K -524 -5%
Walleye Trading
315
Walleye Trading
New York
$111K -$137K -13,000 -54%
AWAU
316
Alliance Wealth Advisors (Utah)
Utah
$110K +$7.72K +731 +7%
BMCM
317
Burns Matteson Capital Management
New York
$110K -$22K -2,080 -16%
BBW
318
Blue Barn Wealth
Utah
$106K +$11 +1 +0%
OIA
319
OneDigital Investment Advisors
Kansas
$104K -$32.4K -3,069 -23%
C
320
Certuity
Florida
$103K +$982 +93 +0.9%
OR
321
Olympiad Research
Connecticut
$102K
PCM
322
Prelude Capital Management
New York
$102K
FG
323
Foster Group
Iowa
$102K
OBWG
324
Onyx Bridge Wealth Group
New York
$102K
EBA
325
Eagle Bay Advisors
New York
$94K -$2.17K -206 -2%