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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lenox Wealth Management
Ohio
$14K +$12.6K +2,082 +1,011%
GAM
177
Gemmer Asset Management
California
$12K +$5.05K +837 +72%
AWM
178
AllSquare Wealth Management
New York
$11K +$10.4K +1,729 New
TPWA
179
TRUE Private Wealth Advisors
Oregon
$10.9K +$10.6K +1,764 New
RCAG
180
Rehmann Capital Advisory Group
Michigan
$9.17K +$2.76K +457 +45%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.24K -205 -12%
TJHA
182
Thomas J. Herzfeld Advisors
Florida
$9K
VFA
183
Valeo Financial Advisors
Indiana
$9K
FHA
184
First Horizon Advisors
Tennessee
$9K +$205 +34 +2%
Macquarie Group
185
Macquarie Group
Australia
$6K
SWM
186
SeaCrest Wealth Management
New York
$6K
PMFA
187
Plante Moran Financial Advisors
Michigan
$6K +$808 +134 +17%
SPIA
188
Steward Partners Investment Advisory
New York
$5K
APP
189
Avantax Planning Partners
Iowa
$5K +$4.95K +821 New
AC
190
Avestar Capital
New York
$4K -$2.97K -492 -39%
SHJ
191
Sharkey, Howes & Javer
Colorado
$4K
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$4K +$3.62K +600 New
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$3.79K +628 New
OBWP
194
O'Brien Wealth Partners
Massachusetts
$4K +$3.96K +656 New
SCM
195
Southport Capital Management
Tennessee
$4K +$4.13K +685 New
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.19K
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$3K
NFG
198
Next Financial Group
Texas
$3K +$3.17K +525 New
WC
199
Whitney & Co
New York
$3K +$3.37K +558 New
TL
200
TrueWealth LLC
Georgia
$2K