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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
401
Annapolis Financial Services
Maryland
$13.8K – – –
AWM
402
Activest Wealth Management
Florida
$13.8K +$12.5K +360 New
CFB
403
Cullen/Frost Bankers
Texas
$12.4K – – –
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$12.1K -$5.5K -158 -33%
HNB
405
Huntington National Bank
Ohio
$11.6K -$70 -2 -0.7%
CA
406
Crewe Advisors
Utah
$9.69K +$8.8K +253 New
MCM
407
Manchester Capital Management
Vermont
$9.61K +$2.3K +66 +36%
CTC
408
Central Trust Company
Missouri
$9.57K – – –
VNA
409
Valley National Advisers
Pennsylvania
$9K +$522 +15 +6%
GWS
410
Glassman Wealth Services
Virginia
$8.5K +$2.09K +60 +37%
QC
411
Quent Capital
New York
$8.46K -$3.55K -102 -32%
PIM
412
Plato Investment Management
Australia
$8.42K +$7.65K +220 New
GEA
413
Glen Eagle Advisors
New Jersey
$8.27K – – –
DIP
414
DT Investment Partners
Pennsylvania
$8.17K – – –
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$7.31K – – –
WWM
416
Wolff Wiese Magana
California
$6.79K +$70 +2 +1%
HWA
417
HHM Wealth Advisors
Tennessee
$6.59K – – –
PMFA
418
Plante Moran Financial Advisors
Michigan
$6.47K – – –
FFO
419
Fortitude Family Office
Arizona
$6.39K +$5.81K +167 New
PWMG
420
Private Wealth Management Group
New Jersey
$5.86K +$5.32K +153 New
PFBT
421
Parkside Financial Bank & Trust
Missouri
$5.75K -$32.6K -938 -86%
CWP
422
Concord Wealth Partners
Virginia
$5.74K – – –
SAM
423
Smartleaf Asset Management
Massachusetts
$5.58K +$5.01K +144 New
IRC
424
Investors Research Corp
Georgia
$4.98K – – –
BGAI
425
Bruce G. Allen Investments
Colorado
$4.25K +$3.86K +111 New
15 16
17
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