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United Bankshares
UBSI

Name Holding Trade Value Shares
Change 		Change in
Stake
VERPA
426
Virginia Estate & Retirement Planning Advisors
Virginia
$2.57K +$2.45K +56 New
MGI
427
Miller Global Investments
Texas
$2.34K – – –
CCMI
428
Creative Capital Management Investments
California
$2.06K +$1.97K +45 New
RWM
429
Rialto Wealth Management
New York
$1.93K +$175 +4 +11%
CIAM
430
Caitong International Asset Management
Hong Kong
$1.6K +$1.53K +35 New
PWA
431
Physician Wealth Advisors
Utah
$1.28K – – –
CA
432
Continuum Advisory
Idaho
$1.28K +$1.23K +28 New
DF
433
Dunhill Financial
United Kingdom
$1.28K – – –
DPW
434
DiNuzzo Private Wealth
Pennsylvania
$1.15K – – –
SFG
435
Strive Financial Group
Indiana
$1.15K – – –
BHWM
436
Bay Harbor Wealth Management
Maryland
$1.11K +$350 +8 +50%
HIA
437
HFM Investment Advisors
New Jersey
$917 +$394 +9 +82%
SC
438
SouthState Corp
Florida
$550 +$525 +12 New
TFA
439
Transamerica Financial Advisors
Florida
$508 – – –
PS
440
Planning Strategies
Pennsylvania
$504 +$481 +11 New
CA
441
CoreCap Advisors
Michigan
$275 +$87 +2 +50%
AF
442
Advisornet Financial
Minnesota
$229 +$87 +2 +67%
DF
443
DecisionPoint Financial
Arizona
$188 +$175 +4 New
DWM
444
Dogwood Wealth Management
Kansas
$92 – – –
RWM
445
Raffa Wealth Management
District of Columbia
$92 – – –
MCA
446
Maryland Capital Advisors
Maryland
$92 +$87 +2 New
AWM
447
Activest Wealth Management
Florida
$46 -$1.62K -37 -97%
PWA
448
Principia Wealth Advisory
Texas
$46 +$44 +1 New
DWM
449
Darwin Wealth Management
Florida
$7 – – –
MIC
450
Mubadala Investment Company
United Arab Emirates
– -$3.24M -78,244 Closed
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