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United Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
226
Facet Wealth Inc
Maryland
$348K +$349K +9,362 New
JPWM
227
Jamison Private Wealth Management
Georgia
$348K
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$345K -$80.3K -2,153 -19%
BBA
229
Braun-Bostich & Associates
Pennsylvania
$344K +$14.4K +387 +4%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$341K +$35.6K +956 +12%
NAM
231
NorthCrest Asset Manangement
Minnesota
$338K +$8.24K +221 +2%
AWM
232
Apollon Wealth Management
South Carolina
$337K
SWIG
233
Strategic Wealth Investment Group
Kentucky
$336K +$337K +9,033 New
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$334K +$53.7K +1,440 +19%
RWM
235
Ritholtz Wealth Management
New York
$334K +$87.8K +2,355 +36%
TRCT
236
Tower Research Capital (TRC)
New York
$328K -$240K -6,434 -42%
IIC
237
Integrated Investment Consultants
Michigan
$326K
NC
238
NovaPoint Capital
Georgia
$325K +$326K +8,743 New
PA
239
Profund Advisors
Maryland
$323K +$7.31K +196 +2%
Corient Private Wealth
240
Corient Private Wealth
Florida
$310K +$33.3K +892 +12%
RWM
241
Riverbend Wealth Management
South Carolina
$305K +$447 +12 +0.1%
CCM
242
Canal Capital Management
Virginia
$304K +$3.02K +81 +1%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$302K -$1.77M -47,410 -85%
WANY
244
Wealthspire Advisors (New York)
New York
$301K -$11.1K -299 -4%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$298K +$86.5K +2,319 +41%
CGH
246
Crossmark Global Holdings
Texas
$291K
MF
247
Magnetar Financial
Illinois
$280K +$281K +7,538 New
FPAS
248
Focus Partners Advisor Solutions
Missouri
$274K +$279K +7,481 New
TI
249
Tidal Investments
Wisconsin
$273K +$25.2K +676 +10%
BBHC
250
Brown Brothers Harriman & Co
New York
$272K