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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
476
Fortitude Family Office
Arizona
$1.95K – – –
CIAS
477
CBIZ Investment Advisory Services
Ohio
$1.91K +$1.95K +44 New
PWMG
478
Prestige Wealth Management Group
New Jersey
$1.74K – – –
GBT
479
Grove Bank & Trust
Florida
$1.74K – – –
TFM
480
TFC Financial Management
Massachusetts
$1.69K – – –
LFG
481
Larson Financial Group
Missouri
$1.52K -$354 -8 -19%
HWA
482
HHM Wealth Advisors
Tennessee
$1.13K +$1.15K +26 New
RTC
483
Riverview Trust Company
Washington
$1.13K +$1.15K +26 New
SWM
484
Spire Wealth Management
Virginia
$1.04K -$44 -1 -4%
AWM
485
Abound Wealth Management
Tennessee
$1.01K – – –
CAL
486
Capital Advisors Ltd
Ohio
$1K – – –
PWA
487
Principia Wealth Advisory
Texas
$955 +$973 +22 New
WA
488
Whipplewood Advisors
Colorado
$955 +$973 +22 New
MA
489
MCF Advisors
Kentucky
$912 -$310 -7 -25%
BFPW
490
BOK Financial Private Wealth
Colorado
$869 +$884 +20 New
WCM
491
WealthTrak Capital Management
Virginia
$869 +$884 +20 New
AWM
492
Avior Wealth Management
Nebraska
$694 -$265 -6 -27%
CWC
493
Carolinas Wealth Consulting
North Carolina
$652 – – –
CWP
494
Clark Wealth Partners
Illinois
$651 +$663 +15 New
HCA
495
Heck Capital Advisors
Wisconsin
$651 +$663 +15 New
BIA
496
Bell Investment Advisors
California
$608 – – –
PWA
497
Physician Wealth Advisors
Utah
$608 +$619 +14 New
CPG
498
Cornerstone Planning Group
New Jersey
$584 +$619 +14 New
CSWM
499
Cassady Schiller Wealth Management
Ohio
$564 +$575 +13 New
NC
500
NewSquare Capital
Pennsylvania
$564 +$575 +13 New
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