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Mitsubishi UFJ Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$347K +$66.8K +6,899 +26%
PF
202
Phoenix Financial
Israel
$346K +$328K +33,900 New
Russell Investments Group
203
Russell Investments Group
United Kingdom
$345K +$102K +10,511 +45%
CTC
204
Cetera Trust Company
Minnesota
$344K
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
$343K +$324K +33,529 New
SA
206
Shilanski & Associates
Alaska
$342K +$324K +33,457 New
PA
207
Procyon Advisors
Connecticut
$338K -$9.1K -940 -3%
SW
208
SVB Wealth
Massachusetts
$335K -$28.5K -2,947 -8%
WS
209
Wedbush Securities
California
$325K +$308K +31,792 New
WI
210
WrapManager Inc
California
$324K -$5.71K -590 -2%
LC
211
Lindbrook Capital
California
$322K +$23.1K +2,391 +8%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$310K +$53.4K +5,517 +22%
CA
213
Claro Advisors
Massachusetts
$307K +$22.6K +2,331 +8%
PWG
214
Portside Wealth Group
Utah
$305K -$13.8K -1,428 -5%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$299K -$1.53K -158 -0.5%
BHPW
216
Beverly Hills Private Wealth
California
$299K -$7.79K -805 -3%
TFA
217
Transamerica Financial Advisors
Florida
$299K +$225K +23,220 +392%
KOCAA
218
Knights of Columbus Asset Advisors
Connecticut
$295K -$18.5K -1,907 -6%
OL
219
Optas LLC
Texas
$290K +$1.63K +168 +0.6%
LSAG
220
Lake Street Advisors Group
New Hampshire
$281K -$571 -59 -0.2%
1WA
221
180 Wealth Advisors
Washington
$280K +$11.1K +1,144 +4%
PCIA
222
Prime Capital Investment Advisors
Kansas
$275K -$17K -1,756 -6%
EGM
223
Engineers Gate Manager
New York
$274K -$190K -19,677 -42%
PA
224
Pinnacle Associates
New York
$271K +$60.7K +6,277 +31%
CAM
225
Cozad Asset Management
Illinois
$265K -$13.2K -1,366 -5%