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United Bankshares
UBSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$3.64K +$3.85K +105 New
SWM
352
Spire Wealth Management
Virginia
$3.43K +$3.63K +99 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$3.29K +$1.57K +43 +83%
JWA
354
JFS Wealth Advisors
Pennsylvania
$2.91K – – –
BIA
355
Bell Investment Advisors
California
$2.81K – – –
CWC
356
Carolinas Wealth Consulting
North Carolina
$2.5K – – –
BWL
357
Bogart Wealth LLC
Virginia
$2.46K – – –
BF
358
BOK Financial
Oklahoma
$2.12K – – –
HIW
359
Holos Integrated Wealth
Pennsylvania
$2.01K – – –
CFD
360
Creative Financial Designs
Indiana
$1.82K +$37 +1 +2%
FPF
361
First Pacific Financial
Washington
$1.8K +$1.91K +52 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$1.56K +$1.65K +45 New
SC
363
SouthState Corp
Florida
$1.49K +$1.57K +43 New
S
364
SignatureFD
Georgia
$1.46K – – –
SC
365
Stephens Consulting
Michigan
$1.39K +$1.47K +40 New
SIC
366
SJS Investment Consulting
Ohio
$1.01K – – –
PMAM
367
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CA
368
Continuum Advisory
Idaho
$971 +$1.03K +28 New
QCG
369
Quadrant Capital Group
Ohio
$937 – – –
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$833 – – –
LFG
371
Larson Financial Group
Missouri
$832 +$879 +24 New
GFPC
372
Global Financial Private Client
Florida
$693 +$440 +12 +150%
PWM
373
Parkworth Wealth Management
California
$139 – – –
HIA
374
HFM Investment Advisors
New Jersey
$139 +$147 +4 New
BHWM
375
Bay Harbor Wealth Management
Maryland
$105 +$110 +3 New
13 14
15
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