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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$353K -$534K -92,640 -59%
RWM
102
Ritholtz Wealth Management
New York
$325K -$129K -22,348 -27%
AAM
103
Augustine Asset Management
Florida
$321K -$67K -11,631 -16%
RJT
104
Raymond James Trust
Florida
$311K +$11.3K +1,963 +3%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$310K +$171K +29,642 +104%
JP Morgan Chase
106
JP Morgan Chase
New York
$303K +$21.2K +3,684 +7%
RCM
107
RNC Capital Management
California
$300K -$14.4K -2,500 -4%
PCS
108
Personal CFO Solutions
New Jersey
$290K +$201K +34,938 +181%
ACA
109
Atlas Capital Advisors
Wyoming
$288K -$123K -21,360 -28%
DWT
110
Dorsey & Whitney Trust
South Dakota
$283K -$5.97K -1,036 -2%
VT
111
Vise Technologies
New York
$283K +$140K +24,375 +85%
UBS Group
112
UBS Group
Switzerland
$274K +$40.7K +7,062 +16%
BTWM
113
Baker Tilly Wealth Management
Wisconsin
$272K +$23.9K +4,151 +9%
VAS
114
Vestmark Advisory Solutions
Massachusetts
$270K +$291K +50,560 New
CGL
115
Clarius Group LLC
Washington
$268K +$18.8K +3,258 +7%
ECM
116
Evergreen Capital Management
Washington
$267K +$141K +24,498 +96%
CSS
117
Cubist Systematic Strategies
Connecticut
$255K -$160K -27,771 -37%
KOCAA
118
Knights of Columbus Asset Advisors
Connecticut
$246K – – –
PWPS
119
Pinnacle Wealth Planning Services
Ohio
$243K – – –
Franklin Resources
120
Franklin Resources
California
$236K +$16.8K +2,916 +7%
SPP
121
Single Point Partners
Massachusetts
$221K +$238K +41,385 New
TSS
122
Two Sigma Securities
New York
$219K +$236K +40,991 New
CS
123
Comerica Securities
Michigan
$216K -$13.3K -2,303 -5%
SFA
124
Sequoia Financial Advisors
Ohio
$216K +$19.1K +3,314 +9%
JIC
125
Johnson Investment Counsel
Ohio
$214K – – –