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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AllSquare Wealth Management
New York
$8K – – –
FHA
177
First Horizon Advisors
Tennessee
$8K – – –
POIA
178
Pin Oak Investment Advisors
Texas
$8K – – –
GRP
179
Global Retirement Partners
California
$8K +$8.05K +1,676 New
VFA
180
Valeo Financial Advisors
Indiana
$7K – – –
UBS AM
181
UBS AM
Illinois
$6.27K – – –
LWM
182
Liberty Wealth Management
California
$6K +$5 +1 +0.1%
TPWA
183
TRUE Private Wealth Advisors
Oregon
$6K +$6.15K +1,280 New
NCM
184
Next Capital Management
New York
$6K +$6.22K +1,295 New
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.12K -234 -19%
BL
186
Balentine LLC
Georgia
$5K +$5.36K +1,116 New
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4K +$1.97K +411 +80%
GAM
188
Gemmer Asset Management
California
$4K -$10K -2,092 -71%
PMFA
189
Plante Moran Financial Advisors
Michigan
$4K -$744 -155 -16%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GSWM
191
Golden State Wealth Management
California
$4K – – –
NFG
192
Next Financial Group
Texas
$3K – – –
SHJ
193
Sharkey, Howes & Javer
Colorado
$3K – – –
FBT
194
First Bank & Trust
South Dakota
$3K +$2.71K +565 New
DPA
195
Delphi Private Advisors
California
$3K +$3.02K +630 New
APA
196
American Portfolios Advisors
New York
$2.06K – – –
LWM
197
Lenox Wealth Management
Ohio
$2K -$1.77K -369 -38%
WAS
198
Winch Advisory Services
Wisconsin
$2K +$1.61K +336 New
PCP
199
Proficio Capital Partners
Massachusetts
$2K +$2.16K +450 New
CFA
200
Carroll Financial Associates
North Carolina
$2K +$2.47K +514 New