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United Bankshares
UBSI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
376
True Wealth Design
Ohio
$7.54K +$6.49K +156 +600%
CFO
377
CVA Family Office
Colorado
$7.41K +$7.44K +179 New
TPWA
378
Twin Peaks Wealth Advisors
California
$7.41K +$7.44K +179 New
HIA
379
Harbor Investment Advisory
Maryland
$6.63K -$4.57K -110 -41%
CTC
380
Central Trust Company
Missouri
$5.76K – – –
HWA
381
HHM Wealth Advisors
Tennessee
$5.43K – – –
MBFW
382
Morton Brown Family Wealth
Pennsylvania
$5.14K – – –
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$5.05K – – –
HCM
384
Hollencrest Capital Management
California
$5.01K – – –
PFBT
385
Parkside Financial Bank & Trust
Missouri
$4.85K – – –
QC
386
Quent Capital
New York
$4.47K – – –
AEPWM
387
Atlantic Edge Private Wealth Management
Florida
$4.35K – – –
FFO
388
Fortitude Family Office
Arizona
$4.35K +$2.45K +59 +128%
TCM
389
Triumph Capital Management
Colorado
$4.26K – – –
KFAS
390
Keating Financial Advisory Services
Kansas
$4.22K +$416 +10 +11%
CTA
391
Colonial Trust Advisors
South Carolina
$4.14K – – –
JWA
392
JFS Wealth Advisors
Pennsylvania
$3.87K -$1.37K -33 -26%
WTC
393
WhitTier Trust Company
Nevada
$3.63K +$3.58K +86 New
BIA
394
Bell Investment Advisors
California
$3.36K – – –
KG
395
Kilter Group
New York
$3.27K +$499 +12 +18%
RF
396
Rossby Financial
Florida
$2.83K +$1.25K +30 +79%
HIW
397
Holos Integrated Wealth
Pennsylvania
$2.46K – – –
BWA
398
Basecamp Wealth Advisors
Washington
$2.4K – – –
CFM
399
Cornerstone Financial Management
Massachusetts
$2.36K +$915 +22 +63%
TCM
400
TD Capital Management
Tennessee
$2.36K +$2.37K +57 New
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