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United Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$356K +$8.15K +196 +2%
HWM
252
HB Wealth Management
Georgia
$355K +$79.6K +1,915 +29%
FWI
253
Facet Wealth Inc
Maryland
$350K -$7.57K -182 -2%
IIC
254
Integrated Investment Consultants
Michigan
$346K -$16.8K -403 -5%
HPWM
255
High Point Wealth Management
New Jersey
$344K +$3.37K +81 +1%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$335K -$707 -17 -0.2%
JPWM
257
Jamison Private Wealth Management
Georgia
$331K
CBU
258
CIBC Bancorp USA
Illinois
$326K +$328K +7,881 New
CGH
259
Crossmark Global Holdings
Texas
$320K -$4.16K -100 -1%
DnB Asset Management
260
DnB Asset Management
Norway
$313K +$314K +7,549 New
VT
261
Vise Technologies
New York
$311K
PA
262
Profund Advisors
Maryland
$310K -$47.6K -1,145 -13%
BBHC
263
Brown Brothers Harriman & Co
New York
$303K
CIA
264
Concurrent Investment Advisors
Florida
$296K +$5.9K +142 +2%
TAP
265
TSG Advice Partners
Ohio
$290K +$292K +7,012 New
TA
266
Teton Advisors
New York
$290K
DADC
267
D.A. Davidson & Co
Montana
$281K
NI
268
Natural Investments
California
$280K
M&T Bank
269
M&T Bank
New York
$278K
Balyasny Asset Management
270
Balyasny Asset Management
Illinois
$277K -$365K -8,783 -57%
PFS
271
Prospera Financial Services
Texas
$272K -$178K -4,271 -39%
AAG
272
Accordant Advisory Group
Maryland
$269K
BPA
273
Beacon Pointe Advisors
California
$268K +$269K +6,473 New
MA
274
Mutual Advisors
Nebraska
$263K -$28.4K -684 -10%
GS
275
GTS Securities
Florida
$262K +$263K +6,325 New