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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$334K +$4.04K +227 +1%
ACM
302
Alta Capital Management
Utah
$333K +$134K +7,541 +62%
JTWM
303
Jackson Thornton Wealth Management
Alabama
$329K +$62.3K +3,502 +24%
1WA
304
180 Wealth Advisors
Washington
$326K -$1.78K -100 -0.5%
EA
305
Everpar Advisors
Oklahoma
$323K -$23.1K -1,300 -6%
MNBTD
306
Moody National Bank Trust Division
Texas
$319K +$28.9K +1,623 +9%
MCM
307
MAI Capital Management
Ohio
$316K +$213K +11,978 +181%
ONB
308
Old National Bancorp
Indiana
$314K +$7.21K +405 +2%
SCA
309
Snowden Capital Advisors
New York
$313K -$15.2K -852 -4%
P
310
Palladiem
Pennsylvania
$312K – – –
BHPW
311
Beverly Hills Private Wealth
California
$312K -$33.3K -1,872 -9%
LW
312
Livet Wealth
Utah
$311K +$21.3K +1,196 +7%
JSW
313
Journey Strategic Wealth
New Jersey
$309K +$45.7K +2,568 +16%
NW
314
NewEdge Wealth
Pennsylvania
$303K -$32.6K -1,834 -9%
5NPW
315
55 North Private Wealth
Florida
$301K +$59K +3,317 +23%
FG
316
Foster Group
Iowa
$298K +$5.41K +304 +2%
TFA
317
Transamerica Financial Advisors
Florida
$298K +$1.69K +95 +0.5%
DA
318
Denali Advisors
California
$295K -$3.24K -182 -1%
KWM
319
Kingsview Wealth Management
Oregon
$294K -$6.75K -379 -2%
FT
320
Fiduciary Trust
Massachusetts
$291K -$1.5K -84 -0.5%
SAI
321
Savvy Advisors Inc
New York
$289K +$104K +5,851 +52%
X
322
Xponance
Pennsylvania
$281K +$31.1K +1,745 +12%
OWCM
323
One Wealth Capital Management
Arizona
$277K -$65.6K -3,685 -19%
MFS
324
Mattson Financial Services
Michigan
$274K +$288K +16,170 New
SFS
325
Sowell Financial Services
Arkansas
$274K -$53K -2,979 -16%
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13
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