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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
526
Corient IA
Florida
– -$137K -10,000 Closed
GWM
527
Geneos Wealth Management
Colorado
– -$77.7K -5,661 Closed
WSFS
528
Wilmington Savings Fund Society
Delaware
– -$64.9K -4,733 Closed
SO
529
Sierra Ocean
California
– -$63.1K -4,598 Closed
TPWA
530
Twin Peaks Wealth Advisors
California
– -$59.3K -3,927 Closed
NC
531
NewSquare Capital
Pennsylvania
– -$51.1K -3,723 Closed
WA
532
Whipplewood Advisors
Colorado
– -$32.3K -2,352 Closed
OWA
533
Opal Wealth Advisors
New York
– -$30.6K -2,228 Closed
SC
534
SouthState Corp
Florida
– -$10.3K -750 Closed
T
535
Transce3nd
Texas
– -$7.83K -571 Closed
PWAM
536
Private Wealth Asset Management
Iowa
– -$5.28K -385 Closed
RAM
537
Riggs Asset Management
Pennsylvania
– -$4.49K -327 Closed
MAM
538
Morse Asset Management
Connecticut
– -$4.43K -323 Closed
SC
539
Stephens Consulting
Michigan
– -$3.79K -276 Closed
M
540
MOTCO
Texas
– -$2.92K -210 Closed
SC
541
Swan Capital
Florida
– -$1.7K -124 Closed
PWM
542
Proathlete Wealth Management
Florida
– -$768 -56 Closed
HNW
543
High Note Wealth
Minnesota
– -$617 -45 Closed
AT
544
Arlington Trust
Alabama
– -$370 -27 Closed
BCM
545
Blume Capital Management
California
– -$371 -27 Closed
TIM
546
Total Investment Management
Arizona
– -$137 -10 Closed
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