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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
451
Bell Investment Advisors
California
$18.6K +$12K +776 +195%
BCWM
452
Bartlett & Co Wealth Management
Ohio
$18.4K – – –
UFPG
453
United Financial Planning Group
New York
$17.9K +$11.4K +738 New
AF
454
Advisornet Financial
Minnesota
$17.4K – – –
FFO
455
Fortitude Family Office
Arizona
$17.3K – – –
OC
456
Oakworth Capital
Alabama
$16.9K – – –
HI
457
Harbour Investments
Wisconsin
$15.9K -$11.3K -730 -42%
SEP
458
Signature Equity Partners
Ohio
$15.6K +$15.2K +981 New
OCM
459
Osterweis Capital Management
California
$15K – – –
CFD
460
Creative Financial Designs
Indiana
$14.1K -$974 -63 -7%
TCM
461
TD Capital Management
Tennessee
$14K +$1.28K +83 +10%
TCM
462
Triumph Capital Management
Colorado
$13.8K +$13.4K +869 New
UB
463
UMB Bank
Missouri
$13.8K – – –
PPC
464
Park Place Capital
Alabama
$12.6K +$5.29K +342 +76%
RWS
465
Retirement Wealth Solutions
Wisconsin
$12.3K +$2.8K +181 +30%
DF
466
Dunhill Financial
United Kingdom
$12K – – –
MNA
467
Manning & Napier Advisors
New York
$11.9K +$11.6K +747 New
CA
468
CoreCap Advisors
Michigan
$11.8K +$15 +1 +0.1%
AUB
469
Atlantic Union Bankshares
Virginia
$11.5K – – –
CFM
470
Cornerstone Financial Management
Massachusetts
$10.7K +$10.4K +672 New
SWM
471
SHP Wealth Management
Massachusetts
$10.5K +$10.2K +661 New
YP
472
YANKCOM Partnership
South Dakota
$10.5K +$10.2K +661 New
GJIA
473
Glass Jacobson Investment Advisors
Maryland
$10.3K – – –
BFS
474
Bare Financial Services
Pennsylvania
$10.1K -$2.18K -141 -18%
PWA
475
Principia Wealth Advisory
Texas
$9.83K -$108 -7 -1%
17 18
19
20 21