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United Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
251
Proficio Capital Partners
Massachusetts
$1K – – –
WWMSC
252
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.1K +29 New
APP
254
Avantax Planning Partners
Iowa
$1K +$1.29K +34 New
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
– -$1.63M -44,704 Closed
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
– -$1.69M -44,667 Closed
Boston Partners
257
Boston Partners
Massachusetts
– -$1.28M -35,165 Closed
BSW
258
Buckingham Strategic Wealth
Missouri
– -$1.1M -30,120 Closed
Holocene Advisors
259
Holocene Advisors
New York
– -$480K -13,180 Closed
VIA
260
Vident Investment Advisory
Georgia
– -$314K -8,615 Closed
CFB
261
Cullen/Frost Bankers
Texas
– -$294K -8,089 Closed
Nomura Holdings
262
Nomura Holdings
Japan
– -$269K -7,390 Closed
Rafferty Asset Management
263
Rafferty Asset Management
New York
– -$254K -6,969 Closed
HFS
264
HL Financial Services
Kentucky
– -$233K -6,407 Closed
Lazard Asset Management
265
Lazard Asset Management
New York
– -$109K -3,000 Closed
PIA
266
Piedmont Investment Advisors
North Carolina
– -$64K -1,758 Closed
WT
267
Washington Trust
Rhode Island
– -$55K -1,500 Closed
GT
268
Glenmede Trust
Pennsylvania
– -$36K -987 Closed
CF
269
Centaurus Financial
California
– -$29K -790 Closed
SEI Investments
270
SEI Investments
Pennsylvania
– -$23K -625 Closed
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
– -$18K -502 Closed
GFP
272
Gryphon Financial Partners
Ohio
– -$5K -129 Closed
CA
273
Centerpoint Advisors
Massachusetts
– -$2K -66 Closed
SPIA
274
Steward Partners Investment Advisory
New York
– -$1K -34 Closed
CIR
275
Clear Investment Research
Georgia
– +$341 +9 New