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United Bankshares
UBSI

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
401
Picton Mahoney Asset Management
Ontario, Canada
$6.51K -$1.7M -38,769 -100%
CTC
402
Central Trust Company
Missouri
$6.37K – – –
HWA
403
HHM Wealth Advisors
Tennessee
$6K – – –
APFP
404
Action Point Financial Planning
Michigan
$5.78K +$5.68K +130 New
MBFW
405
Morton Brown Family Wealth
Pennsylvania
$5.68K – – –
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$5.59K – – –
HCM
407
Hollencrest Capital Management
California
$5.54K – – –
PFBT
408
Parkside Financial Bank & Trust
Missouri
$5.36K – – –
QC
409
Quent Capital
New York
$4.95K – – –
AEPWM
410
Atlantic Edge Private Wealth Management
Florida
$4.81K – – –
KFAS
411
Keating Financial Advisory Services
Kansas
$4.67K – – –
TCM
412
Triumph Capital Management
Colorado
$4.67K – – –
RF
413
Rossby Financial
Florida
$4.67K +$1.49K +34 +50%
JWA
414
JFS Wealth Advisors
Pennsylvania
$4.65K +$350 +8 +9%
CA
415
Clearstead Advisors
Ohio
$4.63K +$2.89K +66 +189%
FAM
416
Fulcrum Asset Management
United Kingdom
$4.62K +$4.42K +101 New
EP
417
Essential Partners
California
$4.58K -$11.4K -260 -72%
CTA
418
Colonial Trust Advisors
South Carolina
$4.58K – – –
WTC
419
WhitTier Trust Company
Nevada
$3.97K – – –
KG
420
Kilter Group
New York
$3.8K +$175 +4 +5%
BIA
421
Bell Investment Advisors
California
$3.71K – – –
LFG
422
Larson Financial Group
Missouri
$2.7K +$1.4K +32 +119%
HIW
423
Holos Integrated Wealth
Pennsylvania
$2.68K – – –
TCM
424
TD Capital Management
Tennessee
$2.64K +$44 +1 +2%
CFM
425
Cornerstone Financial Management
Massachusetts
$2.61K – – –
15 16
17
18 19