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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
351
Crestwood Advisors Group
Massachusetts
$226K +$237K +13,319 New
FRA
352
Frank Rimerman Advisors
California
$224K +$24.8K +1,396 +12%
VCP
353
Verus Capital Partners
Arizona
$221K
HSA
354
HBK Sorce Advisory
Pennsylvania
$218K +$1.71K +96 +0.8%
HI
355
Horizon Investments
North Carolina
$217K +$135K +7,613 +147%
ISWM
356
Independent Solutions Wealth Management
New York
$215K
BIP
357
Brandes Investment Partners
California
$210K -$173K -9,702 -44%
Millennium Management
358
Millennium Management
New York
$208K -$1.77M -99,657 -89%
MWM
359
Modern Wealth Management
Kansas
$208K +$209K +11,724 New
S
360
Sunpointe
Missouri
$207K
TCBWMS
361
Texas Capital Bank Wealth Management Services
Texas
$204K
AG
362
Ascent Group
Virginia
$204K +$25.4K +1,426 +13%
WCM
363
Windward Capital Management
California
$204K -$115K -6,465 -35%
HH
364
Hilltop Holdings
Texas
$202K -$227K -12,763 -52%
DT
365
Diversified Trust
Tennessee
$201K +$20.9K +1,173 +11%
FTWA
366
Fifth Third Wealth Advisors
Ohio
$199K -$3.77K -212 -2%
FCP
367
Fidelis Capital Partners
Florida
$199K +$20.6K +1,156 +11%
SC
368
Scotia Capital
Ontario, Canada
$199K +$208K +11,698 New
CBA
369
Coastal Bridge Advisors
Connecticut
$198K -$35.4K -1,987 -15%
IWA
370
Icon Wealth Advisors
Texas
$197K -$113K -6,349 -36%
KWM
371
Keebeck Wealth Management
Illinois
$196K +$206K +11,547 New
AWM
372
Ariadne Wealth Management
California
$195K
MC
373
Moors & Cabot
Massachusetts
$193K -$44.5K -2,500 -18%
EBA
374
Eagle Bay Advisors
New York
$192K +$12K +677 +6%
SC
375
Seldon Capital
California
$191K -$3.97M -223,293 -95%