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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
476
Fortitude Family Office
Arizona
$2.04K – – –
HI
477
Harbour Investments
Wisconsin
$2.04K +$86 +2 +5%
GKIM
478
GW&K Investment Management
Massachusetts
$2K +$386 +9 +21%
DF
479
Dunhill Financial
United Kingdom
$2K +$857 +20 +83%
LFG
480
Larson Financial Group
Missouri
$1.95K +$1.84K +43 New
HPC
481
HM Payson & Co
Maine
$1.86K +$1.76K +41 New
PWMG
482
Prestige Wealth Management Group
New Jersey
$1.81K – – –
GBT
483
Grove Bank & Trust
Florida
$1.81K +$1.71K +40 New
TFM
484
TFC Financial Management
Massachusetts
$1.77K – – –
VCM
485
Versant Capital Management
Arizona
$1.63K – – –
MA
486
MCF Advisors
Kentucky
$1.27K – – –
SWM
487
Spire Wealth Management
Virginia
$1.13K +$214 +5 +25%
AWM
488
Abound Wealth Management
Tennessee
$1.05K – – –
CAL
489
Capital Advisors Ltd
Ohio
$1K – – –
AWM
490
Avior Wealth Management
Nebraska
$997 +$257 +6 +38%
CWC
491
Carolinas Wealth Consulting
North Carolina
$681 +$429 +10 +200%
BIA
492
Bell Investment Advisors
California
$635 – – –
NL
493
NVWM LLC
Pennsylvania
$453 – – –
WPA
494
West Paces Advisors
Georgia
$453 – – –
ZB
495
Zions Bancorporation
Utah
$317 -$3.17K -74 -91%
BWP
496
Baldwin Wealth Partners
Massachusetts
$272 +$257 +6 New
CAM
497
Chesapeake Asset Management
New York
$226 +$214 +5 New
CAM
498
Creekmur Asset Management
Illinois
$181 – – –
RWM
499
Reston Wealth Management
Virginia
$168 +$171 +4 New
WBC
500
West Branch Capital
Massachusetts
$137 +$129 +3 New
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