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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
451
Heartwood Wealth Advisors
Virginia
$5.03K +$5.27K +135 New
IRC
452
Investors Research Corp
Georgia
$4.84K – – –
BCWM
453
Bartlett & Co Wealth Management
Ohio
$4.51K +$4.6K +118 +3,933%
S
454
Sachetta
Massachusetts
$4.47K +$2.26K +58 +94%
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
$4.28K -$6.87K -176 -60%
BGAI
456
Bruce G. Allen Investments
Colorado
$4.14K – – –
MSG
457
Main Street Group
Virginia
$3.54K – – –
BTI
458
Blue Trust Inc
Georgia
$3.46K -$975 -25 -21%
IWM
459
IMG Wealth Management
Florida
$3.02K – – –
GKIM
460
GW&K Investment Management
Massachusetts
$3K -$741 -19 -17%
ST
461
Smithfield Trust
Pennsylvania
$3K – – –
IA
462
IFP Advisors
Florida
$2.91K +$3.04K +78 New
MCM
463
Manchester Capital Management
Vermont
$2.79K -$12.6K -323 -81%
AP
464
Aspect Partners
Virginia
$2.76K – – –
HI
465
Harbour Investments
Wisconsin
$2.54K +$234 +6 +10%
MCM
466
MV Capital Management
Maryland
$2.53K -$117 -3 -4%
SC
467
SouthState Corp
Florida
$2.42K -$8.04K -206 -76%
HHMI
468
Howard Hughes Medical Institute
Maryland
$2.42K – – –
KA
469
Kozak & Associates
Colorado
$2.1K +$78 +2 +3%
GBT
470
Grove Bank & Trust
Florida
$2.09K – – –
HHGA
471
Halbert Hargrove Global Advisors
California
$2.09K +$2.18K +56 New
MCM
472
MAI Capital Management
Ohio
$2.05K -$2.96K -76 -58%
FC
473
Financial Consulate
Maryland
$2.05K +$2.15K +55 New
PWA
474
Physician Wealth Advisors
Utah
$2.01K +$2.11K +54 New
AF
475
Advisornet Financial
Minnesota
$1.94K -$1.01K -26 -33%
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19
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