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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
476
MPWM Advisory Solutions
Georgia
$9.81K – – –
MHR
477
Matthew Hamilton Rosenberg
$9.4K – – –
AWA
478
Acumen Wealth Advisors
Tennessee
$9.32K +$9.77K +549 New
CB
479
CNB Bank
Pennsylvania
$9.08K – – –
KFG
480
Kingdom Financial Group
Arizona
$9.06K +$9.5K +534 New
LAS
481
Lloyd Advisory Services
Georgia
$9.06K +$9.5K +534 New
NSIM
482
North Star Investment Management
Illinois
$8.37K +$1.74K +98 +25%
IBOK
483
Independence Bank of Kentucky
Kentucky
$8.15K – – –
BW
484
Bravera Wealth
North Dakota
$8.06K – – –
EI
485
EFG International
$7.89K +$7.58K +426 +1,092%
IWS
486
Intentional Wealth Strategies
Colorado
$7.82K +$8.21K +461 New
SS
487
Sunbelt Securities
Texas
$7.79K – – –
CSP
488
Cary Street Partners
Virginia
$7.74K +$8.12K +456 New
BSB
489
Bangor Savings Bank
Maine
$7.28K – – –
MA
490
Montag & Associates
Georgia
$7.13K – – –
RWM
491
RMG Wealth Management
Wisconsin
$7K +$6.85K +385 New
MCM
492
MV Capital Management
Maryland
$6.79K +$4.86K +273 +215%
BCM
493
Berbice Capital Management
New York
$6.79K +$7.12K +400 New
BWM
494
Benson Wealth Management
Tennessee
$6.3K – – –
HWM
495
HighMark Wealth Management
Minnesota
$6.25K – – –
CYG
496
Clean Yield Group
Vermont
$5.75K – – –
PWA
497
Provenance Wealth Advisors
Florida
$5.55K – – –
ZBNA
498
Zions Bancorporation, National Association
Utah
$5.14K – – –
KCM
499
Key Capital Management
Tennessee
$5.13K +$5.38K +302 New
IAS
500
IMA Advisory Services
Colorado
$4.92K -$214 -12 -4%
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