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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
351
Dynamic Technology Lab
Singapore
$293K +$277K +14,729 New
AWC
352
Abundance Wealth Counselors
Pennsylvania
$291K +$276K +14,642 New
DA
353
Denali Advisors
California
$282K -$60K -3,184 -18%
SMA
354
Seven Mile Advisory
New Jersey
$282K +$678 +36 +0.3%
IWA
355
Icon Wealth Advisors
Texas
$281K +$53.3K +2,830 +25%
SC
356
Sapient Capital
Indiana
$280K – – –
FCP
357
Fidelis Capital Partners
Florida
$266K +$31.3K +1,661 +14%
WI
358
WrapManager Inc
California
$266K -$15K -797 -6%
CAM
359
Cidel Asset Management
Ontario, Canada
$265K +$251K +13,323 New
SP
360
Stonebrook Private
Michigan
$259K +$245K +13,006 New
FRA
361
Frank Rimerman Advisors
California
$258K -$4.03K -214 -2%
P
362
Palladiem
Pennsylvania
$257K -$80.6K -4,280 -25%
AG
363
Ascent Group
Virginia
$255K +$15.3K +814 +7%
PCA
364
Pallas Capital Advisors
Massachusetts
$254K +$240K +12,753 New
ISWM
365
Independent Solutions Wealth Management
New York
$252K – – –
EBA
366
Eagle Bay Advisors
New York
$252K +$22K +1,170 +10%
FTWA
367
Fifth Third Wealth Advisors
Ohio
$250K +$15.8K +837 +7%
CBA
368
Coastal Bridge Advisors
Connecticut
$243K +$9.79K +520 +4%
S
369
Sunpointe
Missouri
$243K – – –
BTWM
370
Baker Tilly Wealth Management
Wisconsin
$242K -$58.1K -3,086 -20%
ASN
371
Advisory Services Network
Georgia
$240K +$44.2K +2,345 +24%
WIA
372
World Investment Advisors
California
$240K -$7.5K -398 -3%
FWI
373
Facet Wealth Inc
Maryland
$239K +$227K +12,029 New
TCBWMS
374
Texas Capital Bank Wealth Management Services
Texas
$239K – – –
DT
375
Diversified Trust
Tennessee
$238K +$1.85K +98 +0.8%
13 14
15
16 17