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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
401
Urban Wealth Management
California
$4K +$4.13K +48 New
BIA
402
Bell Investment Advisors
California
$4K +$4.56K +53 New
PFS
403
Prospera Financial Services
Texas
$3K -$1.64K -19 -32%
AFG
404
Albion Financial Group
Utah
$3K
PP
405
PrairieView Partners
Minnesota
$3K
Lazard Asset Management
406
Lazard Asset Management
New York
$2K -$3.27K -38 -58%
QC
407
Quent Capital
New York
$2K
WT
408
Washington Trust
Rhode Island
$2K
HR
409
Howe & Rusling
New York
$2K +$86 +1 +4%
SC
410
Schubert & Co
Texas
$2K +$1.12K +13 +93%
CWP
411
Concord Wealth Partners
Virginia
$2K +$1.21K +14 +156%
EWA
412
EverSource Wealth Advisors
Alabama
$2K +$1.89K +22 New
ETI
413
Enterprise Trust & Investment
California
$2K +$2.15K +25 New
HS
414
Horan Securities
United States
$2K +$2.41K +28 New
Allspring Global Investments
415
Allspring Global Investments
North Carolina
$2K +$3.1K +36 New
RWM
416
Raffa Wealth Management
District of Columbia
$1.36K
DI
417
Disciplined Investments
Oklahoma
$1K -$172 -2 -11%
BAM
418
Bellevue Asset Management
Washington
$1K
CAL
419
Capital Advisors Ltd
Ohio
$1K
TWA
420
TCI Wealth Advisors
Arizona
$1K
VCM
421
Versant Capital Management
Arizona
$1K
TWP
422
TFO Wealth Partners
Ohio
$1K +$1.03K +12 New
WOSD
423
WFA of San Diego
California
$1K +$1.03K +12 New
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.46K +17 New
Artisan Partners
425
Artisan Partners
Wisconsin
-$245M -2,375,175 Closed