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United Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
251
Curran Financial Partners
South Carolina
$366K -$84.8K -2,040 -19%
Corient Private Wealth
252
Corient Private Wealth
Florida
$356K +$8.15K +196 +2%
HB Wealth Management
253
HB Wealth Management
Georgia
$355K +$79.6K +1,915 +29%
Facet Wealth Inc
254
Facet Wealth Inc
Maryland
$350K -$7.57K -182 -2%
IIC
255
Integrated Investment Consultants
Michigan
$346K -$16.8K -403 -5%
HPWM
256
High Point Wealth Management
New Jersey
$344K +$3.37K +81 +1%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$335K -$707 -17 -0.2%
JPWM
258
Jamison Private Wealth Management
Georgia
$331K – – –
CIBC Bancorp USA
259
CIBC Bancorp USA
Illinois
$326K +$328K +7,881 New
Crossmark Global Holdings
260
Crossmark Global Holdings
Texas
$320K -$4.16K -100 -1%
DnB Asset Management
261
DnB Asset Management
Norway
$313K +$314K +7,549 New
Vise Technologies
262
Vise Technologies
New York
$311K – – –
Profund Advisors
263
Profund Advisors
Maryland
$310K -$47.6K -1,145 -13%
Brown Brothers Harriman & Co
264
Brown Brothers Harriman & Co
New York
$303K – – –
Concurrent Investment Advisors
265
Concurrent Investment Advisors
Florida
$296K +$5.9K +142 +2%
TAP
266
TSG Advice Partners
Ohio
$290K +$292K +7,012 New
TA
267
Teton Advisors
New York
$290K – – –
D.A. Davidson & Co
268
D.A. Davidson & Co
Montana
$281K – – –
NI
269
Natural Investments
California
$280K – – –
M&T Bank
270
M&T Bank
New York
$278K – – –
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
$277K -$365K -8,783 -57%
Prospera Financial Services
272
Prospera Financial Services
Texas
$272K -$178K -4,271 -39%
AAG
273
Accordant Advisory Group
Maryland
$269K – – –
Beacon Pointe Advisors
274
Beacon Pointe Advisors
California
$268K +$269K +6,473 New
MA
275
Mutual Advisors
Nebraska
$263K -$28.4K -684 -10%