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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PMA
301
Prudent Man Advisors
Illinois
$193K +$182K +14,140 New
BPA
302
Beacon Pointe Advisors
California
$191K +$181K +14,041 New
BMCM
303
Burns Matteson Capital Management
New York
$190K +$42.8K +3,322 +31%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$188K +$1.6K +124 +0.9%
KWM
305
Kingsview Wealth Management
Oregon
$185K +$6.67K +518 +4%
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$184K -$2.04K -158 -1%
SFS
307
Sowell Financial Services
Arkansas
$183K +$173K +13,441 New
MFG
308
Merit Financial Group
Georgia
$183K +$173K +13,410 New
X
309
Xponance
Pennsylvania
$179K -$33.5K -2,599 -16%
CP
310
Canopy Partners
Ohio
$179K +$193 +15 +0.1%
CAM
311
Cresset Asset Management
Illinois
$179K -$35.5K -2,753 -17%
Axa
312
Axa
France
$177K +$12.5K +968 +8%
FA
313
Fountainhead AM
New Jersey
$177K +$2.45K +190 +1%
HNB
314
Huntington National Bank
Ohio
$172K +$8.88K +689 +6%
TCBWMS
315
Texas Capital Bank Wealth Management Services
Texas
$170K +$161K +12,481 New
Osaic Holdings
316
Osaic Holdings
Arizona
$169K -$249K -19,348 -61%
BJL
317
Brighton Jones LLC
Washington
$167K +$4.24K +329 +3%
S
318
Sunpointe
Missouri
$166K
CBA
319
Coastal Bridge Advisors
Connecticut
$163K +$154K +11,989 New
HSA
320
HBK Sorce Advisory
Pennsylvania
$161K -$18.9K -1,469 -11%
SCTC
321
Sanibel Captiva Trust Company
Florida
$159K
PPWP
322
Premier Path Wealth Partners
New Jersey
$159K
ISWM
323
Independent Solutions Wealth Management
New York
$159K
MM
324
MQS Management
New York
$157K +$148K +11,503 New
BTWM
325
Baker Tilly Wealth Management
Wisconsin
$156K +$147K +11,442 New