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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
501
Bangor Savings Bank
Maine
$8.53K – – –
MA
502
Montag & Associates
Georgia
$8.35K – – –
AG
503
AmeriFlex Group
Nevada
$8.33K +$3.84K +204 +95%
BWM
504
Benson Wealth Management
Tennessee
$7.38K – – –
AF
505
Advisornet Financial
Minnesota
$7.12K -$13.9K -738 -67%
JFA
506
JNBA Financial Advisors
Minnesota
$7.04K +$6.67K +354 New
CYG
507
Clean Yield Group
Vermont
$6.74K – – –
PWA
508
Provenance Wealth Advisors
Florida
$6.5K – – –
HWA
509
HHM Wealth Advisors
Tennessee
$6.49K +$6.14K +326 New
M
510
MOTCO
Texas
$6.41K +$6.07K +322 New
CA
511
Crewe Advisors
Utah
$6.07K +$3.24K +172 +129%
ZBNA
512
Zions Bancorporation, National Association
Utah
$6.03K – – –
BHWM
513
Beaird Harris Wealth Management
Texas
$5.71K – – –
ICCON
514
Investment Counsel Company of Nevada
Nevada
$5.69K +$5.39K +286 New
DWM
515
Dogwood Wealth Management
Kansas
$5.67K +$1.45K +77 +37%
BWL
516
Bogart Wealth LLC
Virginia
$5.59K +$2.07K +110 +64%
AWM
517
Abound Wealth Management
Tennessee
$5.53K – – –
NRG
518
Nemes Rush Group
Michigan
$5.39K – – –
TAP
519
Tounjian Advisory Partners
Florida
$5.29K +$5.01K +266 New
WAS
520
Winch Advisory Services
Wisconsin
$5.19K +$4.92K +261 New
HWM
521
HighMark Wealth Management
Minnesota
$5.07K -$2.13K -113 -31%
BIAS
522
Beacon Investment Advisory Services
New Jersey
$5.03K +$4.77K +253 New
MI
523
Markowski Investments
Florida
$4.65K +$4.41K +234 New
HFS
524
Horizon Financial Services
North Carolina
$4.47K +$4.24K +225 New
HIA
525
Highland Investment Advisors
Florida
$4.42K +$4.18K +222 New
19 20
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