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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
451
Bare Financial Services
Pennsylvania
$31K +$14.8K +784 +101%
BIA
452
Bell Investment Advisors
California
$30.7K +$848 +45 +3%
JWM
453
JPL Wealth Management
Colorado
$29.3K -$7.97K -423 -22%
GBT
454
Grove Bank & Trust
Florida
$28.6K +$1.36K +72 +5%
SWM
455
SHP Wealth Management
Massachusetts
$27.3K +$10.9K +579 +73%
AA
456
Addison Advisors
Vermont
$26.3K -$79.1K -4,199 -76%
KFI
457
Key Financial Inc
Pennsylvania
$25.9K -$15.6K -829 -39%
TCM
458
Triumph Capital Management
Colorado
$25.6K +$320 +17 +1%
CFM
459
Cornerstone Financial Management
Massachusetts
$25.4K +$6.18K +328 +35%
EWP
460
Elevation Wealth Partners
California
$25.2K +$23.9K +1,269 New
KG
461
Kilter Group
New York
$25.1K +$21K +1,115 +753%
TCM
462
TD Capital Management
Tennessee
$24.1K – – –
ADL
463
Asset Dedication LLC
California
$24K – – –
DJSG
464
D.J. St. Germain
Massachusetts
$23.5K +$17.8K +945 +402%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$23.4K – – –
FC
466
Financial Consulate
Maryland
$22.7K +$1.38K +73 +7%
RWS
467
Retirement Wealth Solutions
Wisconsin
$22.1K +$6.52K +346 +45%
BFPW
468
BOK Financial Private Wealth
Colorado
$22K +$20.9K +1,107 New
OC
469
Oakworth Capital
Alabama
$21.2K – – –
SGFG
470
Silver Grove Financial Group
New York
$21.1K +$20K +1,060 New
APFP
471
Action Point Financial Planning
Michigan
$20.6K +$19.5K +1,037 New
NB
472
NBT Bank
New York
$20.5K – – –
CFM
473
Compass Financial Management
Florida
$20.4K +$19.4K +1,028 New
OWP
474
ORG Wealth Partners
Texas
$20K – – –
RF
475
Rossby Financial
Florida
$18.7K -$1.04K -55 -6%
17 18
19
20 21