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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
426
Essential Partners
California
$35.3K – – –
RFP
427
Root Financial Partners
California
$34K -$9.91K -557 -22%
TRCT
428
Tower Research Capital (TRC)
New York
$34K +$35.7K +2,005 New
WIM
429
Westside Investment Management
California
$32.3K – – –
JWM
430
JPL Wealth Management
Colorado
$32.2K +$33.7K +1,895 New
NS
431
NBC Securities
Alabama
$31.7K +$552 +31 +2%
HWP
432
Highline Wealth Partners
California
$31.6K -$196 -11 -0.6%
CPG
433
Cornerstone Planning Group
New Jersey
$30.9K +$2.17K +122 +8%
MG
434
Mather Group
Illinois
$30.5K +$32K +1,800 New
WA
435
Whipplewood Advisors
Colorado
$29.2K +$30.6K +1,718 New
SEP
436
Signature Equity Partners
Ohio
$28.8K +$12.7K +716 +73%
PWA
437
Physician Wealth Advisors
Utah
$28.1K +$498 +28 +2%
HI
438
Harbour Investments
Wisconsin
$25.9K +$9.38K +527 +52%
BIA
439
Bell Investment Advisors
California
$25.4K +$5.78K +325 +28%
WG
440
Wellington Group
Indiana
$24.2K +$25.4K +1,425 New
GBT
441
Grove Bank & Trust
Florida
$23.2K – – –
DWP
442
Destiny Wealth Partners
Florida
$23K +$24.1K +1,354 New
SIC
443
SJS Investment Consulting
Ohio
$22.8K +$2.95K +166 +14%
IAAG
444
Innovative Asset Advisors Group
Connecticut
$21.8K +$22.8K +1,283 New
TCM
445
Triumph Capital Management
Colorado
$21.6K +$7.16K +402 +46%
CFD
446
Creative Financial Designs
Indiana
$20.8K +$5.93K +333 +37%
TCM
447
TD Capital Management
Tennessee
$20.6K +$5.82K +327 +37%
ADL
448
Asset Dedication LLC
California
$20.4K – – –
BCWM
449
Bartlett & Co Wealth Management
Ohio
$20.3K – – –
CFB
450
Cullen/Frost Bankers
Texas
$19.7K +$19.6K +1,100 +1,774%
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