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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
351
Brown Brothers Harriman & Co
New York
$296K +$190K +10,083 +210%
DTL
352
Dynamic Technology Lab
Singapore
$293K +$277K +14,729 New
AWC
353
Abundance Wealth Counselors
Pennsylvania
$291K +$276K +14,642 New
DA
354
Denali Advisors
California
$282K -$60K -3,184 -18%
SMA
355
Seven Mile Advisory
New Jersey
$282K +$678 +36 +0.3%
IWA
356
Icon Wealth Advisors
Texas
$281K +$53.3K +2,830 +25%
SC
357
Sapient Capital
Indiana
$280K – – –
FCP
358
Fidelis Capital Partners
Florida
$266K +$31.3K +1,661 +14%
WI
359
WrapManager Inc
California
$266K -$15K -797 -6%
CAM
360
Cidel Asset Management
Ontario, Canada
$265K +$251K +13,323 New
SP
361
Stonebrook Private
Michigan
$259K +$245K +13,006 New
FRA
362
Frank Rimerman Advisors
California
$258K -$4.03K -214 -2%
P
363
Palladiem
Pennsylvania
$257K -$80.6K -4,280 -25%
AG
364
Ascent Group
Virginia
$255K +$15.3K +814 +7%
PCA
365
Pallas Capital Advisors
Massachusetts
$254K +$240K +12,753 New
ISWM
366
Independent Solutions Wealth Management
New York
$252K – – –
EBA
367
Eagle Bay Advisors
New York
$252K +$22K +1,170 +10%
FTWA
368
Fifth Third Wealth Advisors
Ohio
$250K +$15.8K +837 +7%
CBA
369
Coastal Bridge Advisors
Connecticut
$243K +$9.79K +520 +4%
S
370
Sunpointe
Missouri
$243K – – –
RA
371
Range Advisory
Virginia
$242K +$229K +12,160 New
BTWM
372
Baker Tilly Wealth Management
Wisconsin
$242K -$58.1K -3,086 -20%
ASN
373
Advisory Services Network
Georgia
$240K +$44.2K +2,345 +24%
WIA
374
World Investment Advisors
California
$240K -$7.5K -398 -3%
FWI
375
Facet Wealth Inc
Maryland
$239K +$227K +12,029 New
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15
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