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United Bankshares
UBSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
401
Central Trust Company
Missouri
$6.37K – – –
HWA
402
HHM Wealth Advisors
Tennessee
$6K – – –
APFP
403
Action Point Financial Planning
Michigan
$5.78K +$5.68K +130 New
MBFW
404
Morton Brown Family Wealth
Pennsylvania
$5.68K – – –
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$5.59K – – –
HCM
406
Hollencrest Capital Management
California
$5.54K – – –
QC
407
Quent Capital
New York
$4.95K – – –
AEPWM
408
Atlantic Edge Private Wealth Management
Florida
$4.81K – – –
KFAS
409
Keating Financial Advisory Services
Kansas
$4.67K – – –
TCM
410
Triumph Capital Management
Colorado
$4.67K – – –
RF
411
Rossby Financial
Florida
$4.67K +$1.49K +34 +50%
JWA
412
JFS Wealth Advisors
Pennsylvania
$4.65K +$350 +8 +9%
CA
413
Clearstead Advisors
Ohio
$4.63K +$2.89K +66 +189%
FAM
414
Fulcrum Asset Management
United Kingdom
$4.62K +$4.42K +101 New
EP
415
Essential Partners
California
$4.58K -$11.4K -260 -72%
CTA
416
Colonial Trust Advisors
South Carolina
$4.58K – – –
WTC
417
WhitTier Trust Company
Nevada
$3.97K – – –
KG
418
Kilter Group
New York
$3.8K +$175 +4 +5%
BIA
419
Bell Investment Advisors
California
$3.71K – – –
LFG
420
Larson Financial Group
Missouri
$2.7K +$1.4K +32 +119%
HIW
421
Holos Integrated Wealth
Pennsylvania
$2.68K – – –
TCM
422
TD Capital Management
Tennessee
$2.64K +$44 +1 +2%
CFM
423
Cornerstone Financial Management
Massachusetts
$2.61K – – –
VERPA
424
Virginia Estate & Retirement Planning Advisors
Virginia
$2.57K +$2.45K +56 New
MGI
425
Miller Global Investments
Texas
$2.34K – – –
15 16
17
18 19