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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$355K +$35.4K +1,881 +12%
SFS
327
Sowell Financial Services
Arkansas
$355K +$31.5K +1,674 +10%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$353K +$50K +2,652 +18%
EA
329
Everpar Advisors
Oklahoma
$351K -$26.4K -1,403 -7%
TFA
330
Transamerica Financial Advisors
Florida
$350K +$264 +14 +0.1%
KWM
331
Kingsview Wealth Management
Oregon
$348K +$3.86K +205 +1%
KWM
332
Keebeck Wealth Management
Illinois
$348K +$110K +5,852 +51%
MNBTD
333
Moody National Bank Trust Division
Texas
$345K -$26.9K -1,430 -8%
AWM
334
Athena Wealth Management
Nevada
$345K +$327K +17,340 New
CIAM
335
Caitong International Asset Management
Hong Kong
$339K +$321K +17,015 +32,104%
CAM
336
Cresset Asset Management
Illinois
$339K -$267K -14,200 -46%
BPW
337
Bingham Private Wealth
California
$326K +$23.1K +1,227 +8%
LA
338
LVW Advisors
New York
$326K +$100K +5,313 +48%
CAM
339
Cozad Asset Management
Illinois
$323K +$16.7K +885 +6%
LW
340
Livet Wealth
Utah
$321K -$40.5K -2,149 -12%
CP
341
Canopy Partners
Ohio
$318K +$21.1K +1,122 +8%
PCG
342
Prosperity Consulting Group
Maryland
$314K +$297K +15,788 New
PFA
343
Pure Financial Advisors
California
$313K +$103K +5,484 +54%
AWM
344
Apollon Wealth Management
South Carolina
$308K +$1.62K +86 +0.6%
SP
345
SmartHarvest Portfolios
Washington
$305K +$17.9K +948 +7%
OCA
346
OpenArc Corporate Advisory
Georgia
$302K -$2.81K -149 -1%
XWL
347
XXI Wealth LLC
Illinois
$299K +$29.6K +1,570 +12%
HSA
348
HBK Sorce Advisory
Pennsylvania
$298K +$22.2K +1,181 +10%
FT
349
Fiduciary Trust
Massachusetts
$298K -$40.4K -2,142 -12%
BBHC
350
Brown Brothers Harriman & Co
New York
$296K +$190K +10,083 +210%